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Retirement Plan Consultant

October Three Consulting LLC

in Remote / Chicago IL / Irving TX / Jacksonville FL

Logo for October Three Consulting LLC

We are seeking a Retirement Plan Consultant with solid knowledge of the design and operation of DB/DC plans to join our rapidly growing Private Market team. The candidate should be independently comfortable being the point person with prospects, clients and advisors for the design and implementation of DB/DC combos or solo DB plans. Experience with plan documents a plus. While this is not an actuarial position, the role will involve presenting illustrations and communicating technical topics while providing a positive customer experience. Candidate should be comfortable working independently as well as in a team. We are looking for someone who enjoys a diverse role. The Private Market team designs and administers customized cash balance plans for mostly smaller, closely-held businesses. This is a great opportunity to work with a premier cash balance design firm in a growing practice.

How to Apply

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