Note: The job is a remote job and is open to candidates in USA. CPS, Inc. is seeking an experienced Retirement Plan Consultant to advise clients on the compliance, design, and administration of retirement plans. The role manages client relationships, interprets plan documents, provides guidance on IRS regulations and plan enhancements, and delivers exceptional service.
Responsibilities
- Proactively manage day to day relationships with assigned caseload of clients
- Understand plan documents to consult with clients on plan compliance, IRS regulations, and plan enhancements
- Develop appropriate client expectations while providing exceptional service to clients
- Build trust within the team by consistently demonstrating honesty, reliability, and accountability
Skills
- Extensive knowledge of retirement services, including Defined Contribution and Defined Benefit plans
- A strong understanding of compliance, regulations, and industry best practices
Benefits
- Remote work
Company Overview