Retirement Plan Consultant – Defined Benefit Plans

Job Description: • Serve as a resource to plan sponsors and financial advisors for matters related to ERISA compliance, plan design and governmental reporting • Handle client meetings both in person and via phone • Act as a mentor to Retirement Plan Coordinators, collaborating to meet or exceed defined business objectives, firm goals and client obligations • Assist clients with all initial and ongoing plan design and document needs • Promote awareness and educating all clients regarding their obligations with the IRS and DoL regulations • Maintain up-to-date knowledge of present legislation and proposed legislative changes with regard to ERISA law • Accountable for all aspects of valuation reports, participant statements and annual testing • Review distribution paperwork and coordinate processing of distributions with asset holder • Assist IRS and DOL auditors, if the plan is subject to an IRS or DOL audit • Coordinate with all applicable parties to ensure accurate conversion process for new clients Requirements: • Bachelor's degree preferred • 3-5 or more years ERISA experience in the retirement industry • Experience in analysis of financial data required • Experience in Relius software desirable, but not required • Strong Word, Excel, and Outlook skills • Strong written and oral communication skills • Strong analytic mentality associated with problem solving skills • Detail oriented with the ability to prioritize and manage tasks to partner with business operations, including related ERISA compliance matters • Ability to effectively plan and assign work to and oversee plan associates that are qualified to assist with plan modifications Benefits: • Health insurance • Retirement plans • Paid time off Apply tot his job