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Sr Retirement Plan Consultant

SetAway, LLC

in Remote / Bedford NH

Logo for SetAway, LLC

Growing TPA firm

Are you looking for a place to work where you feel more than just a number?  Are you tired of working for a big firm that does not really know you? Do you want to feel appreciated and valued? Then SetAway is the place for you.

We are looking for a new team member to join a growing TPA firm.  We are adding a new Sr Retirement Plan Consultant position to our staff.  Candidates must have a solid knowledge of defined contribution plans as well as enjoy working with clients and advisors on a daily basis. Service and relationships are very important to us so being a team player is a must. 

Plan Specialist position includes:

  • Client Service
  • Plan Documents
  • Plan Design Analysis
  • Compliance Testing
  • New Comparability Calculations
  • 5500 Preparation

Requirements

  • 4-year Degree or Retirement Plan Credentials
  • 2-5 Years of experience in Retirement Services 
  • Fluent in Excel and Word
  • Testing Experience in ASC a plus

We are looking for people who want to be an intricate part of growing an exceptional business. We value and enjoy our employees. Come join our TPA family. 

How to Apply

To apply, please email your resume to: info@setawayllc.com

Include salary requirements.   All candidates subject to background checks.   


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