Plan Consultant Expertise

3 weeks ago


New York, New York, United States Vestwell Full time
Job Responsibilities:
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  • Support Sales and Plan Design teams in plan design illustrations and consultation, as well as manage the transition for incoming plans through implementation.
  • Collaborate with Plan Sponsors to create optimal defined contribution plan designs, addressing queries, and ensuring a clear understanding of chosen plan specifications.
  • Provide swift and detailed plan analysis, including profit sharing and safe harbor design comparisons, offering commentary to support recommendations.
  • Ensure a seamless transition from Plan Design to Implementation for incoming clients.


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