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Senior Retirement Plan Consultant


in Glendale CA

Compensation: $100,000 - $150,000 (possibly more)

The Senior Retirement Plan Consultant will assist in the responsibility for the on-going daily operations, development, and establishment of client relationships of the Retirement Plan Division. This position would be building and maintaining the rapport of retirement plan clients regionally and nationally by constant interactions with the plan sponsor.  Most of the communication will be done through video conferencing but there may be some travel.

Professional Development

  • Actively develop relationships with clients, centers of influence and decision
  • Demonstrate an aptitude to develop professional relationships that will support business development and community connection
  • Report to the Director of the Retirement Plan Services

Retirement Plan Expertise

  • Demonstrate a true specialty in retirement plan consulting
  • Understand the rigorous ERISA standards, offer best practices to plan fiduciaries
  • Stay updated on litigation, legislation and regulations impacting plan fiduciaries
  • Understand the engagement of the Investment Advisor Fiduciary and the differences between non-discretionary and discretionary
  • Educate Plan Fiduciaries on their responsibilities
  • Be familiar with the roles of the Department of Labor and the IRS and how it relates to Qualified Plans

Retirement Plan Establishment & Plan Support

  • Work with Vendors such as Third-Party Administrators, Recordkeepers and Auditors to help plan sponsor operate the plan to the highest fiduciary standard
  • Assist in Business Development and actively be involved in establishing new client relationships
  • Read all Vendor fee disclosures and verify for accuracy, Understand Vendor contracts and all plan documents
  • Possess a deep understanding of the Vendor roles to provide seamless customer service in our client experience
  • Formally prepare benchmarking analysis every three years, or as needed, on administration of plan, record keeping and advisory services to maintain a successful and competitively priced plan
  • Have working knowledge of retirement plan conversions and assist in the coordination of any changes recommended by plan sponsor
  • Determine appropriate movement of assets and communicate the decision effectively to the Plan Sponsor
  • Understand how to implement a new retirement plan and possess a deep knowledge of the required disclosures to plan participants

Fiduciary Investment Reviews

  • Provide one on one financial advice to plan participants, as well as facilitate group meetings and demonstrate a general understand of most financial concepts
  • Educate participants on their role of making sound investment decisions by understanding risk and long term, disciplined investment strategies
  • Document to the highest standard advice given, demonstrate that the investment advice was prudent and, in the individual’s, best interest at all times
  • Possess the ability to construct a well-diversified portfolio using plan investments
  • Take care in providing financial guidance to plan participants and understand that confidentiality of information shared is our highest priority
  • Assess participant risk tolerance


  • Follow guidelines for correct CRM documentation and communications
  • Make ethical decisions in all situations
  • Communicate effectively and professionally, both verbally and in writing
  • Work autonomously and influence without direct authority
  • Collaborate effectively with team members
  • Be willing to give and receive feedback
  • Other duties as assigned
  • Series 65

How to Apply

To apply, please email your resume to

A Verified Employer
CPS Inc has trusted BenefitsLink to help reach qualified candidates for this opening.

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