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Retirement Plan Consultant

Cetera Retirement Plan Specialists

in Remote

Logo for Cetera Retirement Plan Specialists

Work from home!

We know  who we are: a TPA consultancy with a 100% WFH consulting team (successful at this for years not months).  We are part of Cetera Financial Group: 8000 advisors looking for ERISA help.  And we are growing….

You know who you are: a champion for your clients and participants; you challenge existing plan design and investment approaches to achieve excellent client outcomes; you get this stuff and you are ready to join a world changing alliance to ignite your passion and potential.  You just want to do it from home with a team that knows how to do it.

We are a non-traditional company in a traditional retirement plan world.  We think that paper pushing can be automated but consulting never will.  We believe that clients will stick if we care as much about outcomes as they do.  We know that our great ERISA and industry knowledge is best leveraged through relationships with our clients and their financial advisors. 

With us you will focus on why your client has a plan in the first place.  You’ll grasp and use our leading edge tools, and help our clients navigate gracefully in a 21st century connected interface.  You’re expected to contribute to the next client innovation through understanding your clients best.  This time next year you will be part of our team designing the firm’s approach to 2021.

Table stakes:

  • Comprehensive Form 5500 and ALL compliance testing regimes 
  • Case load management: start to finish, own your cases, be self-responsible for your schedule
  • DB, CB and DC traditional TPA administration experience  

Our ideal candidate must hit the ground running on day 1 and manage all aspects of TPA administration

Nice, but not required:

  • ASC Val, ASC 5500 and Pension Pro experience

We are looking for futurists who will take the opportunity to challenge traditions and use all options to increase retirement readiness.  Join us and be part of the solution, don’t just keep filling out forms.

How to Apply

Apply by email to: Betty Furgurson,

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