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Retirement Plan Consultant

Michigan Pension & Financial, Inc.

in Remote / Farmington MI

Logo for Michigan Pension & Financial, Inc.

WHO IS MICHIGAN PENSION & FINANCIAL?

Michigan Pension has been providing comprehensive retirement plan solutions for small business owners in the Metro-Detroit area since 1996. We believe that small companies deserve custom, personal, and professional retirement consulting at an affordable cost. We have expanded significantly the past few years, and we are looking for someone to join our team of pension professionals to help tend to our growing client list.

WHAT ARE THE JOB RESPONSIBILITIES?

We are seeking an experienced consultant to oversee an assigned client list and handle their recordkeeping, compliance testing and government reporting. There is significant client contact with both sponsors and their professional advisors involved with the plan. Specifically, responsibilities include the following:

  • Annual Valuations
  • Plan Design
  • Client Communications
  • Compliance Testing and Contribution Calculations
  • Form 5500/Government Reporting

WHO ARE WE LOOKING FOR?

Ideal candidate has:

  • 3 years of experience consulting on defined contribution or defined benefit plans
  • Hold a bachelor’s degree or comparable professional work experience
  • Comfort working directly with clients and their advisors
  • Proficiency in Excel, Word and Outlook
  • QKA designation a plus

WHERE WILL I WORK AND FOR HOW MANY HOURS?

Though we would prefer a consultant in the Metro-Detroit area, we are open to hiring a remote candidate. We give all our staff the flexibility to work at the office or at home if job responsibilities are met. In that same spirit of flexibility, we are also open to hiring on either a full or part time basis.

How to Apply

Please email resume to Patti Bolda: patti@michiganpension.com


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