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Sr Retirement Plan Consultant

SetAway, LLC

in Remote / Bedford NH / MA / ME / VT

Logo for SetAway, LLC

Tired of working for a firm that you’re just a number?  Wish your ideas were being heard and want to add value to the business you work for?  NOW you can.

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 enjoy working with clients and advisors daily and must be a team player. Service and relationships are very important to us.

Sr Retirement Plan Consultant position includes:

  • Excellent Client Service
  • Strong ERISA knowledge and Plan Document experience
  • Plan Design Analysis
  • Compliance Testing
  • New Comparability Calculations
  • 5500 Preparation
  • Quality Control of both compliance and 5500
  • Strong consulting skills

Requirements

  • 4 year degree or retirement plan experience
  • 5 + years of retirement industry experience
  • ASC a plus
  • Strong Excel skills

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

Please send resume and salary requirements to info@setawayllc.com


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