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Plan Consultant

Retirement Solution Group

in IL / NH

Retirement Solution Group, LLC is a fully independent retirement plan consulting practice, with an emphasis on providing Consulting Services, Co-fiduciary, Third Party Administration (TPA), participant education and Actuarial Services.

 Key Job Responsibilities:

 Plan Administration – all compliance testing (401(a)(4), ADP/ACP, 410(b) etc.), completion of valuation reports.

  • Communicate effectively with clients and advisors to address all client issues, provide necessary research, problem solving and resolution support.
  • Trust Accounting - reconciliation and review of asset activity for Plan valuation (for both investment platforms and brokerage accounts).
  • Government Forms - preparation of IRS Form 5500, 8955, all related schedules and notices.
  • Perform other duties and special projects as assigned.
  • Bachelor’s Degree in Business Finance, Accounting, Mathematics, Statistics, or Economics.
  • QKA Designation or working towards a QKA Designation.
  • Experience: At least 2 years.
  • Managed 60 or more clients.
  • Knowledgeable in aspects of pension administration, plan documents and compliance issues
  • Experience with DATAIR Pension Systems PE/WIN is a plus.
  • Proficient in Microsoft Word and Excel and other Microsoft Office programs.

About us:

At RSG, we focus exclusively on the qualified retirement plan industry, and are committed to providing fully customized, intelligent retirement solutions to our clients. We embrace challenges, delivering efficient, trustworthy service that supports increased retirement savings.

Relationships & Trust Drive Business: At RSG, we care about our clients and their companies. We think about business differently, making service and education top priorities so that our clients care about their retirement plans and are continuously engaged.

Balancing Growth & Value: We incorporate all aspects of business, bringing value and intelligent growth to our clients allowing their accounts to grow. RSG utilizes efficiency and focus techniques, promoting client success.

Embrace the Chaos: RSG is a leader in our field, providing service in both investments and compliance. This gives our clients the freedom to focus on other aspects of their business. RSG is small and flexible, but we work on a larger scale and are more focused and committed than the competition.

This position is eligible for a competitive compensation and benefit package, including 401(k) Profit Sharing Plan, medical and exam assistance. Equal Opportunity Employer.

How to Apply

If interested, please contact Julie Yanez at

This ad has been viewed 1422 times. It expires on 7/19/2019.

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