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Retirement Plan Consultant

ERISA Fiduciary Services Inc.

in Melville NY

Busy and rapidly growing consulting firm has immediate opening for highly organized, independent, and detail oriented person to act as Senior 401(k) Plan Consultant for growing client base.

5+ years experience preferred but not required

Duties to include:

  • 401(k) recordkeeping in a daily environment
  • Plan valuations and participant statements
  • Transaction processing (distributions, loans, transfers)
  • Trust accounting and asset reconciliations
  • Contribution calculations and allocations
  • Vesting
  • Able to review and interpret plan documents
  • ERISA reporting and disclosure
  • Supervision and development of junior staff
  • Phone contact with clients, prospects, vendors, and other professionals
  • Ideal candidate will be organized, show initiative, and have attention to detail

Competitive compensation / benefits

Relius experience preferred but not required

How to Apply

Email resume with salary requirements to info@ccg1800.com


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