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Retirement Plan Consultant

SetAway, LLC

in Remote / Bedford NH

Logo for SetAway, LLC

Growing TPA firm

Tired of working for a firm that your just a number?  Wish your ideas were being heard and want to add value to the business you work for?  NOW you can.

We are looking for a new team member to join a growing TPA firm.  We are adding a new  Retirement Plan Consultant position to our staff.  Candidates must enjoy working with clients and advisors daily and must be a team player. Service and relationships are very important to us.

Retirement Plan Consultant position includes:

  • Exceptional Client Service
  • Plan Design Consulting & Analysis
  • Compliance Testing
  • New Comparability Calculations
  • 5500 Preparation
  • FBO Brokerage & Pooled plans

Requirements

  • 4 year degree or retirement plan experience
  • 4 + years of retirement industry experience
  • ASC a plus
  • Excel knowledge
  • NIPA or ASPPA designations helpful

We are looking for people who want to be an intricate part of growing an exceptional business. We value and enjoy our employees. Come join our TPA family. 

How to Apply

To apply, please email your resume and cover letter to info@setawayllc.com in the subject line please enter resume-RPC.  


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