Retirement Plan Consultant, ASC Experience Required
Location
New Jersey
Posted
43 days ago
Salary
Not specified
Bachelor Degree3 yrs expEnglish
Job Description
• Serve as a resource to plan sponsors and financial advisors for ERISA compliance
• Provide exceptional customer service, including problem solving
• Assist clients with plan design and document needs
• Complete/Assist with payroll processing as required
• Accountable for all aspects of valuation reports and annual testing
Job Requirements
- Bachelors degree preferred
- 3-5 or more years ERISA experience in the retirement industry
- Experience in analysis of financial data required
- Experience in ASC software
- Strong Word, Excel, and Outlook skills
- Detail oriented with the ability to prioritize and manage tasks
- Ability to effectively plan and assign work to and oversee plan associates
Benefits
- 401(k) plan
- Flexible work arrangements
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