Leading Retirement Solutions · 8 hours ago
Retirement Plan Client Consultant
United States
Full-time
Remote
Mid Level
$70K/yr - $85K/yr
3+ years exp
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Responsibilities
Consults with plan sponsors to assist them with optimal retirement plan design to achieve the highest opportunity of a successful retirement program.
Provides plan design recommendations and support by drafting plan documents, restatements, and amendments based on client consultations related to all types of retirement plans for internal and external customers. This includes the responsibility to draft retirement plan documents.
Be a plan design consultant and participate in client-facing consultative plan design calls with plan sponsors and advisors as part of the implementation process.
Work closely with internal and external parties on clients’ retirement plan compliance matters, mandated testing, and annual audits.
Partner with internal and external parties in support of vendor relationship management activities.
Stay current on regulatory environment through networking and professional memberships and certifications.
Work closely with clients to identify and reach their retirement plan objectives.
Drive Customer behavior by providing support to clients, including making outbound phone calls/email campaigns to obtain resolutions to plan issues and to carry out required plan document restatements.
Collaborates with team members to continuously improve operational protocols and client experience processes.
Develop and maintain the plan operations and document process, workflow improvement initiatives, and program/policy changes.
Ensure client requirements are understood and work closely with internal partners to design, document, and ensure appropriate sign off on scope and solutions.
Advise clients on all technical, regulatory, and problematic administrative issues and work with administrative team on solutions.
Soliciting new business referrals and independently generating relationships with outside sources for new business development through personal and professional networking.
Analyzing client accounts for potential revenue earning opportunities.
Qualification
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Required
3+ years of retirement industry experience
DC plan administration training and experience
Superb communication skills and a commitment to superior customer service
Emphasis on plan document interpretation, analysis, drafting and application to sponsor operations and goals
Excellent attention to detail and accuracy, proficient with numbers and basic calculations
A demonstrated track-record of consistently meeting and/or exceeding performance expectations
Ability to work independently and as part of a team in a fast-paced environment
Demonstrated ability to build relationships and leverage a firm’s existing strengths
Willingness to continually upgrade knowledge and understanding of our industry
Self-motivated and Solutions-oriented with excellent organizational skills
Proficiency is required with Excel, Word, Outlook, Adobe Acrobat, browsing network directories, and dual screens as we are a paperless office.
Preferred
Bachelor’s degree preferred
ASPPA Retirement Plan credentialled preferred (ex. RPF, QKA, QPA)
Consultant or Advisory Credentials from ASPPA, fi360, or other investment related institutions
Benefits
Choice between 4 medical plans
Dental, Vision and Accident Insurance
3+ Weeks of Paid Time off (PTO) Starting
Paid Holidays
Employer sponsored 401(k) Plan + Employer matching contributions
Performance bonuses
Financial support for ongoing education and credentialing
Great, casual working environment with casual dress.
100% Employer Paid Work from Home Setup
Flexible Scheduling
Company
Leading Retirement Solutions
Leading Retirement Solutions provide retirement savings and tax reduction services to business owners, including retirement plan design.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Kirsten Curry, J.D., AIF
President & Founder
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