Retirement Plan Consultant

CPS

Retirement Plan Consultant - REMOTE

National Plan Provider is seeking an experienced Retirement Plan Consultant . The ideal candidate will bring extensive knowledge of retirement services, including Defined Contribution and Defined Benefit plans, and possess a strong understanding of compliance, regulations, and industry best practices. The Retirement Plan Consultant plays a key role in advising clients on the compliance, design, and administration of their retirement plans.

Key Responsibilities:

• Proactively manage day to day relationships with assigned caseload of clients.

• Understand plan documents to consult with clients on plan compliance, IRS regulations, and plan enhancements.

• Develop appropriate client expectations while providing exceptional service to clients.

• Build trust within the team by consistently demonstrating honesty, reliability, and accountability.

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Vacancy posted 3 days ago

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