Provide comprehensive relationship management support to Retirement Plan Advisors, ensuring seamless delivery of high-quality 401(k) and other retirement plan services
Job Summary
Provide comprehensive relationship management support to Retirement Plan Advisors, ensuring seamless delivery of high-quality 401(k) and other retirement plan services.
Serve as an internal ERISA and 401(k) expert, offering ongoing guidance to Retirement Plan Advisors on DOL, IRS, PBGC, and other regulatory standards.
Act as a trusted point of contact for Retirement Plan and 401(k) clients, addressing inquiries related to plan design, operations, and compliance.
Matching Summary
Provide comprehensive relationship management support to Retirement Plan Advisors, ensuring seamless delivery of high-quality 401(k) and other retirement plan services.
Skills & Requirements
Must-have
ERISA compliance and guidance
401(k) plan design and administration
Client service and administrative support
Retirement plan advisors support
Nice-to-have
Actionable insights for advisors
Seamless delivery of high-quality services
Proactive communication of updates
Key Requirements
Expertise in 401(k) plan design, administration and compliance