Retirement Plan Consultant – TPA/DPS

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

📋 Description

• Provide client services for recordkeeping, administration, and management of a designated portfolio of business.

• Foster revenue growth, enhance productivity, and ensure exceptional client satisfaction.

• Guarantee that plans are administered in accordance with plan provisions and current pension laws and regulations.

• Discuss compliance testing procedures, outcomes, and necessary government filings.

• Ensure services adhere to documented service standards through timely communication with clients, plan sponsors, advisors, internal teams, and daily contacts.

• Oversee and manage daily reports.

• Record relevant client communications.

• Provide project management support both internally and externally.

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

• Coordinate amendments to plans.

• Carry out additional duties as assigned.

⛳️ Requirements

• Associate degree and two (2) years of experience, or an equivalent combination of education and experience.

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

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

• Capability to prepare standard reports and correspondence.

• Ability to communicate effectively with both internal and external contacts.

• Proficient in utilizing research tools to acquire and apply knowledge of current regulations.

• Ability to prepare spreadsheets, reconcile figures, and analyze financial information.

• Skill in interpreting written, oral, diagrammatic, or schedule-based instructions.

• Ability to develop software application skills through internal training.

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

🏝️ Benefits

• At least 22 days of paid time off per year, prorated in the year of hire.

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

• Comprehensive medical coverage with employer HSA contributions for participants in High Deductible Health Plans.

• Dental and vision insurance.

• Flexible spending accounts for healthcare and dependent care costs.

• Employer-paid short-term and long-term disability coverage, with optional additional long-term coverage available.

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

• Voluntary coverage for hospital stays, accidents, and critical illnesses.

• 401(k) plan with employer matching contributions.

• Optional Roth 401(k) option.

• Pension plan.

• Adoption assistance.

• Tuition reimbursement program.

• Employee Assistance Program (EAP).

• Pet insurance options.

• Financial and banking services benefits, along with financial planning assistance.

• Wellness initiatives.

• Flexible work arrangements.

• Development programs and tools for career advancement.

• Performance-based incentives.

• Paid sick and safe leave available for all part-time employees.

• Benefits for part-time employees working 20+ hours per week, including medical, dental, vision, voluntary benefits, and parental leave.