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Retirement Plan Consultant

TPA Experts

(Remote / Mount Vision NY)

Deliver client service for recordkeeping, administration and servicing of assigned book of business to promote revenue growth, productivity and exceptional levels of client satisfaction.

Tasks Performed:

• Proactively ensure plans are administered in compliance with plan provisions and current pension laws and regulations. Discuss the compliance testing process/results and all required government filings. Ensure that all services are delivered within documented service standards through timely communication with clients, plan sponsors, advisors, internal teams and day to day contacts.
• Daily report monitoring and management, document pertinent client communication and provide internal and external project management support.
• Effectively communicate with all technical and support teams to ensure that recordkeeping items are maintained for all assigned plans, including coordination of all plan amendments.

Education and Experience:

• Associate degree and two (2) years' experience, or equivalent combination of education and experience. ASPPA or other industry designations (such as NIPA or CEBS) preferred.

How to Apply

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