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Sr Retirement Plan Consultant

Setaway, LLC

in Remote / Bedford NH / MA / ME / VT / Hybrid

Logo for Setaway, LLC

Growing TPA firm

Are you tired of feeling like just a number at your current firm? Do you yearn for a place where your ideas are not only heard but valued, and where you can truly make a difference? Look no further – we have the perfect opportunity for you!

The Role:

As a Senior Retirement Plan Consultant, you'll be an integral part of our team, serving as the primary point of contact and taking ownership of assigned clients.

Key Responsibilities:

  • Develop and maintain strong relationships with clients and advisors, demonstrating a proactive and client-focused attitude.
  • Conduct plan design analysis, compliance testing, contribution calculations, self-employment calculations, 5500 with Audits
  • Ability to accurately interpret, apply, and communicate Plan Documents provisions.
  • Trust accounting and Asset reconciliation
  • Research and consult on compliance and correction matters regarding ERISA items.

Requirements:

  • 5+ years of retirement industry experience, with a strong understanding of retirement plan consulting.
  • A 4-year degree or equivalent experience in retirement plan management.
  • ASC experience preferred, with ASPPA or NIPA credentials considered a plus.
  • Strong attention to detail and a sense of urgency.
  • Proactive approach, with a focus on accountability and solution-seeking.
  • Team player mentality, willing to collaborate with colleagues and tackle tasks of all sizes.
  • Working knowledge of various recordkeepers websites
  • Demonstrate exceptional organizational skills and the ability to juggle multiple projects.

Why Join Us?

At SetAway, we value and invest in our employees. We love our clients and are passionate about the Retirement Plan business. We are looking for individuals who want to be an integral part of our exceptional business as we continue to grow. Come join our TPA family and be part of something special! It’s all about the team!

How to Apply

Apply now by sending your resume and salary requirements to info@setawayllc.com.


A Verified Employer
Setaway, LLC has trusted BenefitsLink to help reach qualified candidates for this opening.

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