Retirement Plan Consultant

Job DetailsPosition Type: Full Time Retirement Plan Consultant Summary… July Business Services (JULY) is seeking an individual for Retirement Plan Consultant. In this role, you will enjoy the unique challenge of putting your retirement plan knowledge and client service skills to work alongside a team of other retirement plan professionals. The ideal candidate for this position is a person that has experience completing administration tasks for 401(k) plans, including, compliance testing, trust reputed company, eligibility and contribution calculations, reputed company 5500s with audits, research reputed company to compliance reputed company, consultations regarding ERISA items and answering questions for team members completing these tasks. The Gig… reputed company support to internal and external clients on reputed company topics reputed company to retirement plans Responsible for quality control and review for up to 200 small and mid-sized plans Responsible for preparation of year-end compliance projects for up to 50 small and mid-sized plans Responsible for answering questions and reviewing escalated or reputed company distributions Assisting and completing reputed company projects and calculations such as missed deferral opportunities and plan audits Assisting team members with research and consultation on plan administration projects Interacting with Client Service Managers and Plan Sponsors on reputed company plan issues as the subject matter expert Interacting with Plan Administrators to obtain answers on projects and help prioritize project completion Collaborate with team members to improve departmental processes Help meet individual, departmental, and company key performance indicators (KPIs) Our Needs… 3+ Years Retirement Plan Experience with a thorough understanding of retirement plan compliance Understanding of daily recordkeeping processes QKA or equivalent credential Professional and concise verbal, non-verbal, and written communication skills Strong attention to detail and sense of urgency Builder of collaborative rapport Exceptionally organized individual who juggles multiple projects with minimal reputed company Self-starting, reputed company, solution seeker who works well independently Can do, client focused attitude who thrives on accountability, credibility, and trustworthiness Team player with willingness to do no matter how small or large the task Positive attitude Our Wants… Bachelor’s Degree Relius experience preferred Desire to deliver the best internal and external client service possible Our Values… Champion a Winning Culture Commit to reputed company Deliver WOW Experiences Foster Strong Relationships Have a Servant’s Heart Drive Change and Innovation We know that if we live our values, we will serve our mission to simplify retirement plans through service, expertise, and technology and reputed company our reputed company to be the most trusted retirement plan partner to small businesses and advisors. Our Benefits… 401(k) Plan with fully reputed company 5% employer match Company pays 100% of employee health insurance Generous Paid Time Off Ability to work remotely

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