Retirement Plan Consultant

This is a fully remote position, open to applicants in Pennsylvania.

📋 Description

• Act as a resource for plan sponsors and financial advisors on ERISA compliance, plan design, and governmental reporting.

• Serve as the primary contact for employers, financial professionals, and plan sponsors for designated accounts.

• Conduct client meetings via video and telephone.

• Deliver efficient customer service, problem-solving, and issue resolution.

• Guide Retirement Plan Coordinators to achieve business objectives, firm goals, and client commitments.

• Support both initial and ongoing plan design and documentation.

• Assist clients in meeting deadlines set by the IRS and Department of Labor.

• Stay updated on ERISA legislation and proposed changes.

• Relay valuation reports, participant statements, and annual testing outcomes to clients.

• Review or conduct annual plan testing and communicate findings.

• Oversee the coordination of valuation reports, participant statements, trust accounting, annual testing, and reporting with assigned coordinators.

• Manage FuturePlan operations to fulfill client audit requirements.

• Facilitate coordination between internal and external parties during new-client transitions.

• Supervise activities to ensure the timely and accurate management of the business portfolio.

• Safeguard, secure, and manage confidential Ascensus data appropriately.

• Assist with additional assigned tasks and projects.

⛳️ Requirements

• A bachelor's degree is preferred.

• 3–5 or more years of experience in ERISA within the retirement industry.

• Proficient in evaluating financial data.

• Familiarity with Relius software is beneficial, but not mandatory.

• Strong skills in Word, Excel, and Outlook.

• Excellent written and verbal communication abilities.

• Solid evaluation and problem-solving skills.

• High attention to detail with the ability to prioritize, manage tasks, and ensure compliance with business operations and ERISA requirements.

• Capability to plan, delegate tasks, and supervise staff.

• Ability to work collaboratively in a team setting.

• Adaptability to respond positively to change and manage essential tasks.

• Competence in working under pressure while handling multiple priorities and deadlines in a high-stress environment.

• Ability to make sound judgments concerning issues that may impact financial and client relationships.

• Strong facilitation, negotiation, and conflict resolution skills.

• Capacity to thrive in a fast-paced environment while managing multiple priorities.

• Ability to escalate issues appropriately within the organization.

• Willingness to work additional hours as required to meet business demands.

🏝️ Benefits

• Comprehensive health insurance plans.

• Retirement savings options with employer matching.

• Opportunities for professional development and continuing education.

• Flexible work arrangements.

• Generous paid time off policy.