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ERISA Consultant

Retirement Learning Center

in Remote

Logo for Retirement Learning Center

The Retirement Learning Center (RLC) is a nationally recognized retirement education, training and consulting firm. The firm serves as the education arm of October Three, which is based in Chicago, IL, with offices across the country.

RLC is a career- and family-oriented organization that welcomes qualified, enthusiastic individuals who want to utilize and expand their knowledge and know-how within the retirement services industry.  RLC offers a competitive benefits package, including 401(k) and cash balance retirement plans, dental, health and life insurance coverage, and long-term disability benefits. Work remotely or at one of our offices in Chicago or Jacksonville, FL. Flexible work schedules are available.

Presently, RLC is seeking two individuals with technical knowledge and experience with

  • All types of qualified retirement plans,
  • IRAs and IRA-based plans,
  • Nonqualified deferred compensation plans and
  • Other executive and stock compensation arrangements

Main Duties

  • Answer phone calls and emails from financial professionals on ERISA and executive compensation technical issues and client cases
  • Analyze qualified, nonqualified and stock option governing documents
  • Assist financial advisors with ERISA and executive compensation client cases
  • Part-time travel for speaking engagements
  • Write compelling content on industry topics

These two positions are mid- to senior-level, full-time positions for self-motived, independent workers with

  • An eagerness to support financial advisors and other professionals in the retirement services industry;
  • A thorough understanding of IRS and Department of Labor rules governing qualified retirement plans, IRAs, nonqualified plans, stock compensation and executive compensation arrangements and their operation;
  • The ability to review, interpret and succinctly summarize retirement plan and executive compensation document provisions;
  • Experience interpreting IRS Form 5500 filings;
  • Proficiency in Microsoft Office products, including Word and Excel; and
  • Strong communication skills.

An Equal Opportunity Employer

How to Apply

To apply, email a cover letter and resume, along with salary requirements to:

A Verified Employer
Retirement Learning Center has trusted BenefitsLink to help reach qualified candidates for this opening.

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