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 and Consulting -
Industries
Financial Services and Insurance and Employee Benefit Funds
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 -
Dental insurance -
Vision insurance -
401(k)
Get notified about new Retirement Consultant jobs in Philadelphia, PA.
Sign in to create job alertSimilar jobs
People also viewed
-
Financial Consultant
Financial Consultant
-
Financial Healthcare Consultant
Financial Healthcare Consultant
-
Senior Analyst, Financial Data Governance
Senior Analyst, Financial Data Governance
-
Financial Advisor
Financial Advisor
-
Financial Planner
Financial Planner
-
Senior Financial Advisor
Senior Financial Advisor
-
Associate Wealth Advisor
Associate Wealth Advisor
-
Financial Advisor
Financial Advisor
-
Chief Financial Officer - Fractional
Chief Financial Officer - Fractional
-
Financial Analysis Consultant (Remote Home-Based Worker)
Financial Analysis Consultant (Remote Home-Based Worker)
Looking for a job?
Visit the Career Advice Hub to see tips on interviewing and resume writing.
View Career Advice Hub