Retirement Plan Specialist
2 months ago
Our business is growing and we're seeking individuals for Retirement Plan Specialist roles to drive retirement plan designs for our clients.
What You'll Do
- Recommend appropriate changes to retirement plan designs and administrations features based on industry trends and regulatory compliance
- Partner with client's third party administrators to implement approved plan changes
- Support the creation and implementation of communication strategies and materials for client employees
- Prepare plan reviews and materials for trustee and investment committee meetings to fulfill fiduciary responsibilities
- Collect, manage and ensure client filers are updated, including relevant plan documents and policies
- Own general client and specific projects, i.e. de-conversions, plan amendments, profit sharing contributions, Safe Harbor campaigns, distributions, loans, rollovers, vesting, statements and daily questions
- Report weekly to management, summarizing account management, investment committee meetings, client concerns and sales opportunities
- Develop new business opportunities through referrals, client contacts, marketing campaigns, cold calling and networking
What You'll Need
- Bachelor's Degree
- Fi360 experience
- 5+ years of relevant work history
- Series 6,7 and/or 66 FINRA license
- Life, Accident and Health license will be required 3 months after being hired
- Proficiency with Morningstar, RedTail, Asset Map, Microsoft Office
- Relationship Management and Customer Service Focus
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