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Retirement Plan Consultant

Aldrich Retirement Solutions

in Telecommute / Lake Oswego OR / AK / CA / ID / KY / NV / OH / WA

Logo for Aldrich Retirement Solutions

Aldrich Retirement Solutions is looking for Retirement Plan Consultants to provide high quality customer service and retirement plan administration on a timely basis. This individual is responsible for proactive consulting and relationship management for clients and advisors (internal and external). The Consultant has responsibility for retaining existing business, growing additional revenue from our existing clients and generating new business. This individual acts as a resource for others in the firm, and assists with improving processes and staff in order to grow the business.

We are looking to fill 2 positions. Priority to those located near a local office, but also open to remote opportunities.

Responsibilities

  • Develops relationships with clients and advisors (internal and external) and demonstrates a capacity to earn their respect and trust.
  • Retains assigned book of business, and grows additional revenue from existing clients by selling additional services.
  • Generates new business for the firm through relationships with internal and external advisors and client referrals.
  • Develops and collaborates on Client Service Plans for “Premier” Aldrich clients.
  • Interprets retirement plan documents.
  • Advises clients on retirement plan designs.
  • Consults on pension issues and develops solutions for the client.

Qualifications

  • 10+ years of experience in nondiscrimination testing. plan administration, consulting and relationship management.
  • Bachelor’s degree or equivalent experience.
  • Credentials with a nationally recognized organization (ASPPA or NIPA) preferred.
  • Extensive knowledge of ERISA, Internal Revenue Code and Regulations.
  • Strong communication and interpersonal skills.

About Us
Aldrich Retirement Solutions LP is a professional third-party administration and actuarial firm providing a full range of services to employers that sponsor retirement plans.  

The Aldrich Group of Companies includes a Top 100 Accounting Firm nationally providing tax, advisory and consulting services. Working closely with business owners and individuals, The Aldrich Group manages their financial, wealth and tax planning strategies.  We serve clients with deep industry expertise in construction, manufacturing, real estate, healthcare, nonprofit, telecommunications, utilities, professional services, food processing, agribusiness as well as a variety of privately held companies and individual clients. The Aldrich Group includes the following professional services firms: Aldrich CPAs + Advisors LLP, Aldrich Wealth LP, Aldrich Retirement Solutions LP, Aldrich Benefits LP (dba Aldrich Insurance Solutions LP in California) and Aldrich Business Transitions LP.

Aldrich's leadership philosophy encompasses the firm's clearly defined mission, vision, and values: "Helping Our Clients Achieve Their Goals." Quality service is the greatest product Aldrich offers. We take great pride in our integrity and ability to deliver on our commitments to clients.  Aldrich is an equal opportunity employer.

Salary And Benefits
Our employees enjoy a competitive compensation and benefits package, which includes medical, dental, vision, life, and disability insurance, flexible benefits plan, 401(k) plan, profit-sharing, and 401(k) match, paid holidays, as well as vacation and sick leave in the form of a paid time-off bank, volunteer time and paid sabbaticals.

How to Apply

To Apply
Submit your resume and a cover letter describing how you meet the minimum qualifications and desired attributes. 

Apply Now


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