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Retirement Plan Consultant

Leading Retirement Solutions

in Telecommute

Leading Retirement Solutions

At Leading Retirement Solutions (LRS) our mission is to empower all businesses with the economic independence
required to help their employees save for a secure retirement. In order to deliver on this mission, LRS team
members uphold their commitment to superior customer service, have a consistent track record of exceeding
expectations, and always show their attention to detail by continually advancing their education of our unique
industry. With their solutions-oriented mindset and ability to thrive both independently and as part of a team, LRS
is able to leverage our strengths and promote innovation throughout our industry. If this aligns with your values,
and you possess the skill set to thrive in a fast paced and often changing work environment, we would love for you
to join our organization of experts!


We implement 401(k)s, 403(b)s, Defined Benefit Plans, SEP & Simple IRAs, ROBS, ESOPS, Church Plans, and even
plans for Cannabis companies. Through our open architecture recordkeeping services, we provide investment
advisors, managers, plan sponsors and participants access to traditional and non-traditional investments.

Department Responsibilities

The Client Services team works directly with customers and clients of all kinds of businesses. Team member responsibilities include communicating with clients about their experiences with our company and the services we provide. Team members receive and respond to client or customer questions about properly using or accessing any information regarding their retirement plans as well as expectations on meeting regulatory requirements. Team members monitor and maintain the client relationship, receiving and processing client requests for initial and additional services. Team members monitor, analyze and respond to customer or client complaints or concerns and collaborate with other departments to resolve their issues.

Role Responsibilities

  • Support a team responsible for servicing company sponsored retirement plans.
  • Drive Customer behavior by providing excellent support to clients, including but not limited to; outbound phone calls/email campaigns, obtaining outstanding client documents, updating client information and communicating outstanding invoices.
  • Support and assist with the implementation and onboarding of new clients.
  • Convert prospects to active clients by preparing & obtaining agreement & intake kits, fee disclosures and other notices, coordinate with 3rd party vendors, and install clients in our systems.
  • Initiate & manage plan conversions, plan implementations, and plan de-conversions.
  • Oversee and guide clients through plan terminations, mergers, and acquisitions.
  • Proactively schedule and conduct regular compliance calls with our clients.
  • Understand retirement plan qualification requirements, draft, and review retirement plan documents, apply plan provisions to client and participant circumstances, including distributions, loans and vesting.
  • Contribution calculations. Prepare projected and actual plan contributions. Cross testing experience a plus
  • Review census data, determine employee eligibility, participation, and enrollment and communicate information to clients
  • Assist clients with locating missing participants and securing ERISA bonding
  • Calculations, compliance review, processing and client communication related to loans, hardship withdrawals and other distributions
  • Determine RMD eligible, calculate and communicate distributions to be taken or waived
  • Work and communicate with Sponsors and Participants in processing requests
  • Prepare quarterly management reports and participant statements
  • Understand, prepare, and communicate plan and participant notification requirements including annual notices and special circumstance notifications

Qualifications

  • Bachelor’s Degree
  • Minimum of 2 years industry or 2 years of related industry (banking, finance, investments, wealth management) experience
  • ASPPA Retirement Plan Fundamentals (RPF) Certified
  • ASPPA Defined Contribution Plan Course #1 (DC1) Certified
  • Proficiency is required with Excel, Word, Outlook, Adobe Acrobat, browsing network directories, and dual screens as we are a paperless office
  • Basic understanding of business entities and what comprises a workforce within a retirement plan
  • Basic understanding of non-traditional investments and how they are treated in a retirement plan

We Offer Benefits

Medical benefits including Medical, Dental, Vision and Accident after 60 days of employment. Paid Time off (PTO) and Paid Holiday’s after 90 days of employment. A company sponsored 401(k) Plan + company matching contributions, performance bonuses, financial support for ongoing education and credentialing and A great, casual working environment. We are a growing company providing each of our team members the opportunity to be a part of our company's success.

How to Apply

To Apply: Email Human Resources - careers@leadingretirement.com

Be sure to include a cover letter, resume, references, and any additional information.


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