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The Retirement Plan Consultant will provide objective guidance that is aligned with the needs of plan sponsors and employees eligible for the applicable retirement savings plan.
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A Retirement Plan Consultant is able to handle client meetings both in person and via phone. Assist clients in meeting all IRS and Department of Labor deadlines necessary for qualified retirement plan.
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Compile various types of information needed to produce quarterly, semi-annual or annual allocation reports: review and update plan specifications, input census, identify Highly Compensated Employees and Key Employees; prepare SPD enrollment list for newly eligible employees; identify employees past normal retirement age or over 70 1/2; check vesting; calculate maximum tax-deductible contribution; prepare contribution reporting form, if required.
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Salaried Financial Advisor / Retirement Plan Sales Consultant Are you tired of commission? This role can also be for a Financial Advisor or Business to Business Sales Specialist to focus their specialty on the retirement plan market.
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Act as a mentor to Retirement Plan Coordinators, collaborating to meet or exceed defined business objectives, firm goals and client obligations, as applicable. FuturePlan is the nations largest third-party administrator (TPA) of retirement plans, partnering with advisors in all 50 states.
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The FuturePlan team includes more than 500 credentialed plan professionals, 60 actuaries, and one of the industrys largest in-house ERISA teams. Serve as a resource to plan sponsors and financial advisors for matters related to ERISA compliance, plan design and governmental reporting.
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Retirement Plan Consultant. Presentations include enrollment meetings, age-based financial education meetings, and sophisticated financial literacy meetings as requested by the plan sponsor or determined by the applicable communication and education plan.
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3-5 or more years ERISA experience in the retirement industry. Assist clients initial and ongoing plan design and document support, including understanding their responsibilities with IRS and Department of Labor regulations.
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We are currently seeking to add a Retirement Plan Sales Consultant to our growing team. What you will do: Promote Brokerage and cross sell products to existing and perspective agents and advisors Network with potential agents and advisors to build and strengthen relationships Educate agents and advisors on each type of plan and make recommendations based on their clients’ needs What you will have: 2+ years of prior Retirement sales experience Prior experience in meeting sales goals Phone-sales experience along with a sales-minded aptitude.
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The Advice Consultant, Senior Specialist, will work with new and existing retirement plan services participants to provide them with the appropriate guidance to assist them in meeting their retirement goals.
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We help them plan and take action to protect the future they envision and respond to some of life’s most difficult moments through the solutions and services we provide. We do this through our broad portfolio of life insurance, retirement and institutional products, offered through an extensive, multichannel distribution network.
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As a result, we are seeking to add a Vice President, Retirement Plan Consultant to support our accelerating growth in the areas of sales, relationship management and team development.
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Retirement Plan Participant Consultant. Speak with clients on a one on one or group basis to educate them on their retirement plan. This role deals with the financial education of the employees of retirement plan clients throughout the regional area.
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Retirement Plan Participant Consultant Compensation: $65,000 - $100,000 and bonus eligible Location: Annapolis, MD (position can be fully remote but hybrid is preferred) This role deals with the financial education of the employees of retirement plan clients throughout the regional area.
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Retirement Plan Participation Consultant. This person will educate participants of the plan and help employees with their retirement plan goals. Retirement plan knowledge preferred.
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retirement plan jobs Title: retirement plan consultant in Spring-hill, Tennessee
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