Lead Retirement Plans Consultant
VirtualVocationsMission Viejo, California, United States1 day ago
Job type
- Full-time
Job description
A company is looking for a Lead Transition Consultant - Retirement Plans.
Key Responsibilities
Serve as the primary liaison during plan installation and conversion
Coordinate the transfer of plan assets and ensure compliance with legal requirements
Drive client service initiatives and maintain professional relationships with clients and financial professionals
Required Qualifications
Bachelor's Degree in business or finance, or equivalent experience
3+ years of relevant experience in retirement plans
Extensive knowledge of complex legal requirements and contracts
Experience with retirement plans implementation
Experience with MEP, PEP, and / or PEO is a plus
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Retirement Consultant • Mission Viejo, California, United States
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