Blue Ridge ESOP Associates
(Charlottesville VA / Telecommute)
Retirement Plan Consultant
Cetera Retirement Plan Specialists
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Do you want to be part of a team that encourages your growth, supports your ambitions and makes it a priority for you to reach your goals? Is helping people part of who you are? At MassMutual, we help millions of people find financial freedom, offer financial protection and plan for the future. We do this by building trust with our customers by being knowledgeable problem solvers and prioritize their needs above all else. We Live Mutual.
Operating within a team and also independently with little or no management oversight, incumbents provide analysis and options on qualified retirement plan issues. Cultivate and maintain a positive working relationship with PEO Clients, eg. plan sponsors, attorneys, accountants, and tax advisors. Provide Protected Benefit Reviews to ensure participating employers will not cause disqualification. Make suggestions to clients on matters dealing with qualified plan arrangements. Understand new IRS/DOL regulations to identify business/client impacts. Work closely with Relationship Managers and Plans Sponsors consulting on potential plan amendments.
Additional responsibilities as time allows; Participate in regulatory projects as a SME to address system/process changes needed in response to legislative changes. Draft white papers, guides and regulatory alerts and/or tools and educational materials for distribution to Clients. Prepare legal documents, such as volume submitter plans and prototype plans, investment contracts, trust documents. Review plan documents.
Responsibilities will include, but are not limited to:
Skills and qualifications
Why Join Us.
We’ve been around since 1851. During our history, we’ve learned a few things about making sure our customers are our top priority. In order to meet and exceed their expectations, we must have the best people providing the best thinking, products and services. To accomplish this, we celebrate an inclusive, vibrant and diverse culture that encourages growth, openness and opportunities for everyone. A career with MassMutual means you will be part of a strong, stable and ethical business with industry leading pay and benefits. And your voice will always be heard.
Recognized as a 2019 World’s Most Ethical Company by Ethisphere, MassMutual is guided by a single purpose: We help people secure their future and protect the ones they love. As a company owned by our policyowners, we are defined by mutuality and our vision to put customers first. It’s more than our company structure – it’s our way of life. We are a company of people protecting people. Our company exists because people are willing to share risk and resources, and rely on each other when it counts. At MassMutual, we Live Mutual.
MassMutual is an Equal Employment Opportunity employer Minority/Female/Sexual Orientation/Gender Identity/Individual with Disability/Protected Veteran. We welcome all persons to apply. Note: Veterans are welcome to apply, regardless of their discharge status.
Please apply online at: http://adtrk.tw/tp/rj6-55Fq.K.K