Senior Retirement Plan Consultant
Virtual Vocations Inc
Building and maintaining strong client relationships, the remote Senior Retirement Plan Consultant will oversee complex record-keeping projects, ensure compliance with regulatory requirements, and provide expert consulting services on retirement plans. Key Responsibilities Manage and oversee complex record-keeping projects, ensuring timely and accurate deliverables Develop strong client relationships by understanding their needs and providing tailored solutions Educate clients on retirement plan features, benefits, and compliance with applicable laws and regulations Required Qualifications 7-10 years of relevant recordkeeping experience, with a focus on employee benefits or defined contribution 5 years of experience with Schwab Retirement Technologies (SRT) or related retirement platforms Bachelor's degree in business, mathematics, or finance preferred Advanced knowledge of ERISA and IRS regulations and compliance requirements Proven ability to oversee and implement projects efficiently and on time
Vacancy posted 1 day ago
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