Retirement Plan Consultant & Advisor

The Olson Group |
Omaha, NE |
Remote |
Full-Time

At The Olson Group, we help employers and individuals build stronger financial futures through expert retirement plan consulting and wealth planning services. As a Retirement Plan Consultant & Advisor, you'll combine relationship management, retirement plan expertise, and strategic consulting to help clients navigate complex retirement plan decisions and achieve meaningful outcomes for their organizations and participants.

In this role, you'll serve as the primary relationship manager for a portfolio of retirement plan clients while partnering with advisors, recordkeepers, custodians, and internal teams to deliver exceptional service and guidance. You'll play a key role in plan governance, participant outcomes, vendor management, compliance coordination, and overall client satisfaction while helping drive continued growth and innovation across our retirement practice.

• Serve as the primary relationship manager and consultant for an assigned portfolio of retirement plan clients, delivering responsive service and strategic guidance.
• Build and maintain long-term relationships with plan sponsors, fiduciary committees, HR leaders, and key stakeholders.
• Lead annual and quarterly client review meetings focused on plan performance, participant outcomes, fiduciary best practices, and strategic initiatives.
• Coordinate and oversee day-to-day service delivery for 401(k), 403(b), 401(a), 457(b), and 414(h) retirement plans.
• Support clients through plan enhancements, mergers, vendor transitions, fund changes, and other special projects while ensuring a seamless implementation experience.
• Coordinate investment review processes and support fiduciary governance activities in partnership with advisors and investment professionals.
• Provide guidance on retirement plan operations, industry best practices, and regulatory requirements while coordinating with compliance professionals and legal resources when appropriate.
• Deliver participant education meetings, enrollment presentations, and financial wellness programs that improve employee engagement and retirement readiness.
• Collaborate with recordkeepers, third-party administrators, custodians, broker-dealers, and other service providers to support effective plan administration.
• Assist plan sponsors and administrators with operational questions, issue resolution, and service concerns.
• Identify opportunities to enhance client outcomes through additional retirement, wealth management, and employee benefits solutions.
• Support business development efforts through prospect meetings, RFP responses, finalist presentations, and implementation of new client relationships.
• Monitor service standards, client satisfaction, and operational processes while recommending improvements that enhance efficiency and consistency.

• A trusted advisor who enjoys building meaningful relationships and becoming a valued resource to clients.
• A proactive problem solver who can navigate complex situations with confidence and professionalism.
• Comfortable leading client discussions and presenting retirement plan concepts to executives, fiduciary committees, and employees.
• Highly organized with exceptional attention to detail and strong follow-through.
• Able to manage multiple client priorities while maintaining responsiveness and service excellence.
• Independent and self‑motivated while collaborating effectively with advisors and internal teams.
• Growth‑oriented and motivated to contribute to new business opportunities while expanding existing client relationships.

• 3+ years of retirement plan consulting, retirement plan advisory, recordkeeping, TPA, or retirement services experience.
• Acti…