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Retirement Plan Consultant

BlueStar Retirement Services, INC.

in Telecommute / Jacksonville FL

Logo for BlueStar Retirement Services, INC.

Overall responsibility
Support the on-going service needs of existing clients.

Key areas of responsibility

  • Develop new technical skills and expand knowledge of our systems and recordkeeping software to find better ways to service our clients and adapt to system changes and upgrades
  • Act as BlueStar’s ambassador to its clients

Consultants:

  • New client plan design consultations and document preparation
  • Work with client to achieve plan goals like increased participation and retirement readiness
  • Consult with clients and adopting employers regarding recommended or requested plan design changes and
  • Prepare or review amendments when needed
  • Support account managers and other departments with compliance questions
  • Conduct meetings with clients to review plan status and review compliance reports
  • Review testing reports and allocations prepared by administrators
  • Train administrators on advanced plan design and administration
  • Perform testing and allocations as required to meet client needs
  • Work directly with auditor for large filers where administrator is not senior
  • Evaluate ownership and affiliations to determined controlled group and ASG status
  • Consult with clients regarding plan terminations
  • Assist with special requests for plan corrections
  • Assist client with DOL and/or IRS inquiries
  • Provide clients with guidance on correcting plan errors through EPCRS
  • Stay informed on regulatory and legislative changes that impact clients’ plans

Consults with

  • Participant Services
  • Plan Administration
  • Clients

Characteristics

  • Commitment to making the client’s experience as easy as possible
  • High degree of empathy and service orientation
  • Ability and desire to get the details right
  • Belief that technology can help us work better, faster, and smarter
  • Ability and desire to think outside the box for new, creative solutions
  • Willingness to work within existing procedures to ensure accurate controls
  • Willingness to adapt and continuously change to meet new situations and to enhance our service offering
  • Commitment to life-long learning
  • Team Player
  • Extensive Relius experience
  • Knowledgeable about compliance regulations and plan documents
  • Excellent word processing and excel skills
  • Ability to learn new software programs quickly
  • Excellent time management skills and ability to multi-task
  • Strong Attention to Detail; high level of accuracy
  • Ability to meet deadlines; strong sense of urgency
  • Able to work independently

Required Skills

  • Ability to utilize office equipment such as computers, phones and photocopiers throughout the work day
  • Ability to communicate in a courteous and professional manner both in writing and over the phone
  • Ability to organize and manage multiple priorities
  • Ability to complete assignments quickly and accurately
  • Ability to maintain data security by following all data security guidelines and by bringing any potential security threats to the appropriate contact’s attention for further review
  • 5+ years of experience 

How to Apply

Accepting full and part time applicants. Please email your resume, with the position which you are applying for in the subject line to careers@bluestarretirement.com.


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