Retirement Plan Consultant (a-z Consultant, Asc Experience Required)

FuturePlan

Multiple Locations
Base: $60,000-$90,000; bonus/equity: not specified...
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
  • annual testing
  • Form 5500 preparation

Nice-to-have

  • mentor plan associates
  • protect confidential data
  • client service philosophy

Key Requirements

  • 3-5 or more years ERISA experience
  • Bachelors degree preferred
  • Experience in ASC software
  • Strong Word, Excel, and Outlook skills
  • Strong analytic mentality

Work Rights

Not specified

Tailored Resume

Cover Letter