Senior Retirement Industry Recruiter | Connecting 401k Industry Professionals to Great Opportunities
Fully Remote Opportunity with Flexible Core Hours - Third Party Administration & Consulting on 401k Plans
Arbella at CPS inc is a professional recruiting matchmaker. Excelling in the world of retirement industry recruitment for over 6 years, she is a seasoned professional dedicated exclusively to the 401k sector. Arbella's expertise lies in precisely matching retirement industry professionals with ideal career opportunities, ensuring a seamless and rewarding journey in the ever-evolving landscape of retirement planning. Schedule a first step interview with her today.
The Retirement Plan Consultant will act as the single point of contact for a group of existing Retirement Plan Services clients. Ideally, the right candidate will be familiar with all aspects of plan administration including required testing, Form 5500 preparation, and plan design, and regulations related to the retirement plan.
Responsibilities
Consistently provides a high level of customer service in terms of response rate and problem resolution.
Performs non discrimination and other testing and providing strategic alternatives for correction of failures and presents options to improve future non discrimination test results.
Prepares signature ready Forms 5500 and other government fillings.
Effectively communicates the necessary regulatory information and testing requirements to clients in a way that can be easily understood by individuals who are not in the business.
Reviews, interprets and maintains the legal plan documents in order to assist clients in ensuring plan compliance with current IRS/DOL regulations.
Remains current with the laws and regulations for retirement plan administration.
Works with internal associates, clients, and vendors to ensure accurate and timely response to all outstanding client/plan issues
Desired Skills And Experience
ASPPA Credentials are always appreciated
Experience with Relius, ASC, Datair, FTWilliams and Pension Pro are a plus
Excellent customer service skills including the ability to manage client expectations and provide superior follow-up service.
Advanced working knowledge and understanding of retirement plan administration and associated regulations and IRS tax rules.
Seniority level
Not Applicable
Employment type
Full-time
Job function
Finance
Industries
Financial Services and Investment Management
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