Retirement Plan Consultant

Purchase, NY 10577

Posted: 04/01/2019 Industry: Employee Benefits & Retirement Services Job Number: SC 4.1 Pay Rate: 60,000 - $75,000

A-Z administration, 5550, 5330 prep, non discrimination testing, preparation of trust documents, and client contact (phone and email) for a caseload of small 401k, Safe Harbor, non-Safe Harbor, and profitsharing plans, under 100 participants. The company uses Blaze software and you'll be taught how to use Blaze if you haven't used it. This is a drama-free environment with a company that values work-life balance.



--3+ years A-Z plan administration experience

--Experience conducting non discrimination testing

--5500 prep experience

--Experience managing a caseload of small plans including client contact (phone and email)



Sue Czepiel
Executive Recruiter

Industry Expertise: Defined Contribution, Defined Benefit, 401(k), Qualified Plans, Non Qualified Plans, ESOP, Taft-Hartley, 403(b), ERISA Compliance, Plan Administration, Conversions/Implementation, Wealth Management, Financial Advisors, Institutional Retirement Sales, Wholesaling

Types of Positions:  Plan Administration, Conversions/Implementation, Compliance/ERISA, Client Relationship Manager, Education/Enroller, Sales/Wholesaling/DCIO, Wealth/Retirement Financial Advisor, Manager, Director, VP.

The best part of my job: I build and maintain long term relationships. When I help a candidate advance their career and help a client hire the right person, it's a great feeling.

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