Retirement Plan Consultant - Remote Position

About the Role

We are looking for a Retirement Plan Consultant to join our team in a fully remote capacity. As a Retirement Plan Consultant, you will play a critical role in helping clients navigate their retirement plan needs, ensuring compliance with IRS regulations, and providing exceptional client service. This position offers a unique opportunity to work with a supportive team while making a significant impact on our clients' financial futures.

What You'll Do

• Manage and administer retirement plans, including 401(k) plans, ensuring compliance with ERISA regulations.
• Prepare IRS Form 5500 and conduct nondiscrimination testing for clients.
• Provide expert guidance to clients on retirement plan options and compliance requirements.
• Conduct audits and ensure all plan operations adhere to accounting principles and regulatory compliance.
• Facilitate client onboarding and maintain strong relationships through effective communication.

Requirements

• 3-5 years of experience as a Retirement Plan Consultant or in a similar role.
• Strong knowledge of 401(k) plan administration and IRS compliance.
• Experience with compliance testing and Form 5500 preparation.
• Excellent customer service and client relationship management skills.
• Proficient in Microsoft Office and financial analysis.

Nice to Have

• Experience with audits and plan operations.
• Familiarity with ERISA regulations.
• Certification in retirement planning or related field.

What We Offer

• Competitive salary ranging from $70,000 to $90,000 annually.
• Comprehensive benefits package including medical, dental, and vision insurance.
• 401(k) plan with company match.
• PTO including vacation, sick, and personal time.
• Paid holidays and floating holidays.
• Fully remote work environment.
• Supportive team culture and opportunities for professional development.