Retirement Plan Consultant

Overview

Senior Retirement Industry Recruiter | Connecting 401k Industry Professionals to Great Opportunities

Fully remote opportunity with flexible core hours—third-party administration and consulting on 401k plans.

Arbella at CPS, Inc. is a professional recruiting matchmaker with over 6 years in the retirement industry, dedicated exclusively to the 401k sector. Arbella's expertise lies in matching retirement industry professionals with ideal career opportunities, ensuring a seamless and rewarding journey in retirement planning. Schedule a first-step interview with her today.

Responsibilities

• Consistently provides a high level of customer service in terms of response rate and problem resolution.
• Performs non-discrimination and other testing and provides strategic alternatives for correction of failures; presents options to improve future non-discrimination test results.
• Prepares signature-ready Forms 5500 and other government filings.
• Effectively communicates the necessary regulatory information and testing requirements to clients in a way that can be easily understood by individuals who are not in the business.
• Reviews, interprets and maintains the legal plan documents to assist clients in ensuring plan compliance with current IRS / DOL regulations.
• Remains current with the laws and regulations for retirement plan administration.
• Works with internal associates, clients, and vendors to ensure accurate and timely response to all outstanding client / plan issues.

Qualifications

Details

Location : Remote

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