Retirement Plan Consultant
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:
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.
- 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
Financial Services
Referrals increase your chances of interviewing at CPS, Inc. by 2x
See who you knowFeatured Benefits
Inferred from the description for this job
-
Medical insurance -
401(k) -
Vision insurance -
Dental insurance
Get notified about new Retirement Consultant jobs in Phoenix, AZ.
Sign in to create job alertSimilar jobs
People also viewed
-
Financial Analyst II
Financial Analyst II
-
Sr. Financial Analyst [REMOTE]
Sr. Financial Analyst [REMOTE]
-
Lead Financial Analyst - Commercial Projects
Lead Financial Analyst - Commercial Projects
-
Senior Financial Analyst - Process Improvement & Training Specialist
Senior Financial Analyst - Process Improvement & Training Specialist
-
Deal Desk Financial Analyst - 4 month W2 Contract
Deal Desk Financial Analyst - 4 month W2 Contract
-
Technical Financial Analyst
Technical Financial Analyst
-
Technical Financial Analyst
Technical Financial Analyst
-
Financial Systems Analyst - NetSuite
Financial Systems Analyst - NetSuite
-
Client Service Associate (Remote)
Client Service Associate (Remote)
Similar Searches
Explore collaborative articles
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
Explore More