Retirement Plan Consultant

The Retirement Plan Consultant is responsible for maintaining an assigned book of business and cultivating new business through a high level of customer relations. This individual will work alongside each of the internal departments and other plan professionals (CPA, attorney, investment advisor) to ensure client satisfaction and retention of business. Acting as the primary point person for client related activity, the Consultant will communicate with clients on the coordination of plan administration, including plan design, legal and regulatory compliance, and participant education.