Retirement Plan Consultant – TPA/DPS

This is a fully remote position, open to applicants in Florida, +12 more states.

📋 Description

• Provide client services related to recordkeeping, administration, and the management of a designated portfolio.

• Drive revenue enhancement, productivity, and outstanding client satisfaction.

• Ensure that plans are managed in accordance with plan provisions and applicable pension regulations and laws.

• Review compliance testing procedures and outcomes, along with necessary government submissions.

• Make certain that services adhere to established service standards through prompt communication with clients, plan sponsors, advisors, internal teams, and daily contacts.

• Oversee and manage daily reporting tasks.

• Maintain a record of relevant client communications.

• Offer project management assistance to both internal and external stakeholders.

• Liaise with technical and support teams to uphold recordkeeping responsibilities for assigned plans.

• Organize plan modifications.

• Execute additional tasks as required.

• Effectively communicate with both internal and external customers.

• Remain in a stationary position for 75% or more of the time.

• Lift objects weighing up to 10 lbs.

⛳️ Requirements

• An associate degree with two (2) years of experience, or a comparable blend of education and experience.

• ASPPA or similar industry certifications such as NIPA or CEBS are preferred.

• Proficiency in advanced Microsoft Office applications, particularly Word and Excel.

• Capability to address practical issues and manage various concrete variables in situations with limited standardization.

• Ability to generate routine reports and correspondence.

• Effective communication skills with both internal and external contacts.

• Proficient in utilizing research tools to acquire and implement current regulations.

• Competence in preparing spreadsheets, reconciling figures, and analyzing financial data.

• Ability to interpret written, oral, diagrammatic, or schedule-based instructions.

• Willingness to enhance application software skills through internal training programs.

• Must possess authorization to work for any employer in the U.S.; employment visa sponsorship is not available.

🏝️ Benefits

• A minimum of 22 days of paid time off each year, prorated in the year of hire.

• Six weeks of paid parental leave at 100% of salary.

• Comprehensive medical insurance with employer HSA contributions for participants in the High Deductible Health Plan.

• Coverage for dental and vision care.

• Flexible spending accounts for healthcare and dependent care expenses.

• Employer-funded short-term and long-term disability insurance, with the option for additional long-term coverage.

• Employer-paid basic life insurance, with optional supplemental coverage available.

• Voluntary coverage options for hospital, accident, and critical illness.

• 401(k) retirement plan with employer matching contributions.

• Optional Roth 401(k) plan.

• Pension plan offerings.

• Assistance with adoption expenses.

• Tuition reimbursement programs.

• Employee Assistance Program (EAP).

• Pet insurance options.

• Financial and banking service benefits, along with financial planning support.

• Wellness initiatives to promote employee health.

• Flexible work arrangements to suit employee needs.

• Opportunities for development and access to career advancement tools.

• Incentives based on performance.