CPS, Inc.

Retirement Plan Consultant

CPS, Inc. Phoenix, AZ
CPS, Inc.

Retirement Plan Consultant

CPS, Inc. Phoenix, AZ
1 day ago 144 applicants

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Steve Anderson

Steve Anderson

Retirement Services Recruiter, (312)854-1615 - sanderson@cps4jobs.com #retirementservicesrecruiter

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.

Qualifications:

  • Bachelor’s degree or relevant experience in retirement plans
  • Previous experience with a TPA would be ideal
  • ASPPA or NIPA designations, not required
  • In-depth knowledge of retirement plan administration, compliance, plan enhancements

  • Seniority level

    Not Applicable

  • Employment type

    Full-time

  • Job function

    Finance

  • Industries

    Staffing and Recruiting

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