Retirement Plan Consultant

FuturePlan

Multiple Locations, US
Base: $60,000 - $90,000; bonus/equity: not specifi...
Erisa compliance
Plan design
Governmental reporting
Serve as a resource to plan sponsors and financial advisors for matters related to ERISA compliance, plan design and governmental reporting

Job Summary

  • Serve as a resource to plan sponsors and financial advisors for matters related to ERISA compliance, plan design and governmental reporting.
  • Provide timely, exceptional customer service, including problem solving and issue resolution with minimal inconvenience to clients.
  • The national average salary range for this role is $60,000 - $90,000 in base pay, exclusive of any bonuses and benefits.

Matching Summary

Serve as a resource to plan sponsors and financial advisors for matters related to ERISA compliance, plan design and governmental reporting.

Salary

Base: $60,000 - $90,000; Bonus/Equity: Not specified; Benefits: 401(k) match, Medical, Dental, Vision, Paid-Time-Off

Skills & Requirements

Must-have

  • ERISA compliance
  • plan design
  • governmental reporting
  • client meetings
  • payroll processing
  • annual testing

Nice-to-have

  • mentor Retirement Plan Coordinators
  • protect confidential data
  • organizational culture support

Key Requirements

  • 3-5 or more years ERISA experience
  • Bachelors degree preferred
  • Experience in analysis of financial data
  • Strong Word, Excel, and Outlook skills
  • Strong written and oral communication skills
  • Strong analytic mentality

Work Rights

Not specified

Tailored Resume

Cover Letter