Retirement Plan Consultant, ASC Experience Required
Employment Information
Report this job
Job expired or something wrong with this job?
Job Description
Retirement Plan Consultant serving as a resource for financial advisors and plan sponsors on ERISA compliance and plan design. Providing customer service and assisting clients with plan operations.
Responsibilities:
- Serve as a resource to plan sponsors and financial advisors for ERISA compliance
- Provide exceptional customer service, including problem solving
- Assist clients with plan design and document needs
- Complete/Assist with payroll processing as required
- Accountable for all aspects of valuation reports and annual testing
Requirements:
- Bachelors degree preferred
- 3-5 or more years ERISA experience in the retirement industry
- Experience in analysis of financial data required
- Experience in ASC software
- Strong Word, Excel, and Outlook skills
- Detail oriented with the ability to prioritize and manage tasks
- Ability to effectively plan and assign work to and oversee plan associates
Benefits:
- 401(k) plan
- Flexible work arrangements
Similar Jobs
Professional Services Consultant, MS
Professional Services Consultant delivering healthcare implementation projects for Clinisys. Mentoring clients, providing workflow advice, and driving AI-enabled solutions in diagnostics.
Cardiovascular Informatics Technical Consultant
Consultant delivering Philips Informatics solutions to healthcare providers ensuring efficient workflows. Roles include installation, configuring applications, system integration, and collaboration with clinical teams.
Consultor IS-H PA
SAP Consultant specializing in IS-H PA, S/4HANA technology facilitating local market evolution. Remote role available for immediate start.
Emergency Management Consultant, Strategy and Analytics
Emergency Management Consultant at Guidehouse facilitating collaboration between governments and industries during disasters. Utilizing GIS for analysis and engagement in emergency management planning.
Associate Enablement Consultant
Join BlackRainbow as an Associate Enablement Consultant to deliver NIMBUS solutions. Create e-learning and video content while enhancing customer knowledge in a remote role.
Major Gifts Consultant
Part-time Major Gifts consultant for Malaria No More, engaging stakeholders and developing fundraising strategies for the 20th Anniversary Campaign. Providing strategic guidance and supporting donor engagement activities.
Email Deliverability Consultant
Consultant focused on email deliverability strategies, working with global clients at Adobe. Responsibilities include monitoring performance, generating reports, and addressing deliverability issues.
Senior Consultant, IDX
Senior Consultant enhancing EHR platform for healthcare organizations and improving clinical outcomes. Collaborating to optimize operations and drive growth initiatives in rapidly changing healthcare environment.
Senior Consultant, Organizational Change Management
Senior Consultant at BerryDunn providing OCM expertise to local government clients. Focused on technology change management and improving client operations.
HubSpot Consultant – Full-time / Part-time
HubSpot Consultant overseeing HubSpot projects for clients at BEE Digital. Creating solutions for marketing and sales transformation with a focus on client engagement.
Part-Time Education Consultant
Education Consultant in charge of delivering professional learning experiences and implementing guidance for PK-5 phonics and math educators. Supports customer success and product implementation while traveling occasionally.
Senior PACS/CPACS Consultant
Senior Consultant at Nordic providing PACS/CPACS-related consulting services to clients. Involves project management, mentoring, and direct client engagement.
Digital Shelf Consultant
Digital Category Consultant at Hershey responsible for driving digital shelf strategies. Collaborating with teams to optimize merchandising across major online platforms in the U.S.
Principal Extend Services Consultant
Workday Extend Services Consultant designing, developing, and deploying applications for Workday clients. Collaborating with customers to deliver innovative solutions and exceptional service.
Annuity Suitability Consultant
Annuity Processing/Suitability Consultant managing the lifecycle of annuity contracts at AAA Life. Performing suitability reviews and collaborating with internal teams to ensure compliance.
Senior Solution Consultant
Senior Solution Consultant driving client-focused solutions and supporting their sales enablement journey using Seismic products. Involves consulting, training, and project management for successful outcomes.
TPA Retirement Plan Consultant
Delivering client service for recordkeeping and administration at NBT Bank. Ensuring compliance and management of pension plans while promoting client satisfaction.
Senior Integration Consultant
Senior Integration Consultant working remotely to help clients connect systems, data, and processes efficiently. Involves system integrations and technical requirements mapping.
Senior Consultant
(Senior) Consultant role focusing on Digital Strategy and Digital Transformation Management at Xtentio. Supporting clients in digitalization projects including process optimization and project management.
Workforce Software Consultant, WFS Certified
Looking for a Workforce Software Consultant with strong hands-on experience in WFS solutions. Deep expertise in configuring, optimizing, and supporting Workforce Software environments.