Retirement Plan Consultant
Listed on 2025-12-01
-
IT/Tech
4 days ago Be among the first 25 applicants
Get AI-powered advice on this job and more exclusive features.
Direct message the job poster from CPS, Inc.
OverviewRetirement Plan Consultant - REMOTE National Plan Provider is seeking an experienced Retirement Plan Consultant. The ideal candidate will bring extensive knowledge of retirement services, including Defined Contribution and Defined Benefit plans, and possess a strong understanding of compliance, regulations, and industry best practices. The Retirement Plan Consultant plays a key role in advising clients on the compliance, design, and administration of their retirement plans.
Key Responsibilities- Proactively manage day to day relationships with assigned caseload of clients.
- Understand plan documents to consult with clients on plan compliance, IRS regulations, and plan enhancements.
- Develop appropriate client expectations while providing exceptional service to clients.
- Build trust within the team by consistently demonstrating honesty, reliability, and accountability.
- Mid-Senior level
- Full-time
- Finance
- Staffing and Recruiting
Location:
Phoenix, AZ
Salary: $55,000.00-$
We’re unlocking community knowledge with insights added to articles, started with the help of AI.
#J-18808-Ljbffr(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).