Job Details

This position provides specialized consultative services to plan sponsors to design and effectively implement retirement plans in accordance with ERISA requirements. This includes, but is not limited to, working with plan sponsors to determine plan document requirements, implementation of administrative service agreement (ASA), development of educational plans for participants and assisting plan sponsors with compliance requirements. Working independently, this position oversees and directs plan activity for the administration of assigned retirement plans and typically handles low to moderately complex accounts. This position works to identify and resolve low to moderately complex problems or inquiries and may partner with their team and/or SVP of the Retirement Department on more complex issues. This position develops and manages strategic plans around client goals and objectives. This position proactively identifies and capitalizes on business development opportunities by expanding c...Retirement, Consultant, Communications, Compliance, Technology, Banking, Education, Dance