Combo Retirement Plan Consultant II - Remote - 10064
Responsible for the administration of retirement plans. Maintains plan records and ensures compliance with federal regulations. Creates and maintains positive relationships with clients, financial advisors, and service professionals. Must be able to work in a team environment to support clients and other departments. Retirement Plan Consultants (RPCs) will be evaluated on their ability to retain their block of business while meeting service and processing goals as defined by leadership. This role is responsible for complete oversight of the plan administration and must possess strong relationship skills to provide excellent client service and retention.
• 6+ years of related experience in plan administration.
• Industry-related credentials (ASPPA or NIPA) preferred.
• Proficient knowledge of Microsoft Office Suite products and systems.
• Proven competency in reading and interpreting retirement plan documents with a solid understanding of related rules and regulations.