Retirement Plan Consultant
Purchase, NY 10577
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)
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.