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Retirement Plan Consultant

BlueStar Retirement Services, Inc.

in Telecommute / Jacksonville FL

Overall responsibility
Support the on-going service needs of existing clients.

Key areas of responsibility

• Develop new technical skills and expand knowledge of our systems and recordkeeping software to find better ways to service our clients and adapt to system changes and upgrades
• Act as BlueStar’s ambassador to its clients

Consultants:

• New client plan design consultations and document preparation
• Work with client to achieve plan goals like increased participation and retirement readiness
• Consult with clients and adopting employers regarding recommended or requested plan design changes
• Prepare and review plan amendments
• Support account managers and other departments with compliance questions
• Conduct meetings with clients to review plan status and review compliance reports
• Review testing reports and allocations prepared by administrators
• Train administrators on advanced plan design and administration
• Perform testing and allocations as required to meet client needs
• Work directly with auditor for large filers where administrator is not senior
• Evaluate ownership and affiliations to determined controlled group and ASG status
• Consult with clients regarding plan terminations
• Assist with special requests for plan corrections
• Assist client with DOL and/or IRS inquiries
• Provide clients with guidance on correcting plan errors through EPCRS
• Stay informed on regulatory and legislative changes that impact clients’ plans

Characteristics

• Commitment to making the client’s experience as easy as possible
• High degree of empathy and service orientation
• Ability and desire to get the details right
• Belief that technology can help us work better, faster, and smarter
• Ability and desire to think outside the box for new, creative solutions
• Willingness to work within existing procedures to ensure accurate controls
• Willingness to adapt and continuously change to meet new situations and to enhance our service offering
• Commitment to life-long learning
• Team Player
• Extensive Relius experience
• Knowledgeable about compliance regulations and plan documents
• Excellent word processing and excel skills
• Ability to learn new software programs quickly
• Excellent time management skills and ability to multi-task
• Strong Attention to Detail; high level of accuracy
• Ability to meet deadlines; strong sense of urgency
• Able to work independently

Required Skills

• Ability to utilize office equipment such as computers, phones and photocopiers throughout the work day
• Ability to communicate in a courteous and professional manner both in writing and over the phone
• Ability to organize and manage multiple priorities
• Ability to complete assignments quickly and accurately
• Ability to maintain data security by following all data security guidelines

How to Apply

Please email careers@bluestarretirement.com with a copy of your resume for consideration. 

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