3(16) Consultant - Erie, PA

Only for registered members Erie, PA, United States

2 weeks ago

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Job summary

We are looking for a 3(16) Consultant to work directly with Plan Sponsors and Financial Advisors to ensure the 3(16) responsibilities are fulfilled.
The consultant will utilize strong consultative skills to establish and maintain trusted relationships ensuring their needs are fully addressed and expectations met.
This position will oversee all functions related to 3(16) of an assigned caseload of 3(16) plans.

Responsibilities

  • Primary contact for Plan Sponsors and Financial Advisors as it relates to 3(16)

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