Retirement Plan Consultant (2026) - Remote

Only for registered members Remote, United States

1 week ago

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Job summary

The Plan Consultant position offers a retirement plan professional an opportunity to service a book of clients supporting their retirement plan administration and recordkeeping.
This position is customer service and compliance focused You'll be the day-to-day contact for your dedicated clients and responsible for the administration of retirement plans; communicating with clients; overseeing recordkeeping tasks, preparing valuation reports and conducting compliance testing.
We are looking for a customer-focused consultant who can take the complex world of retirement plan administration and communicate it clearly and effectively to customers.
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