Retirement Plan Consultant -- Remote -- Job at Get It Recruit - Finance, Lansdale, PA

  • Get It Recruit - Finance
  • Lansdale, PA

Job Description


We are seeking an enthusiastic individual to join our team as a Retirement Plan Analyst. At [Company Name], you'll find yourself immersed in a collaborative environment where your expertise in retirement plan administration and client service will shine. As a Retirement Plan Analyst, you'll serve as the primary point of contact for a group of valued Retirement Plan Services clients, guiding them through the intricacies of plan management and ensuring their financial goals are met with confidence.

The Role:

- Manage all aspects of daily plan administration, from processing contributions to handling distributions and regulatory filings.
- Provide exceptional customer service, promptly addressing client inquiries and resolving issues to their satisfaction.
- Conduct nondiscrimination testing and offer strategic solutions for compliance, aiming to enhance future plan performance.
- Prepare regulatory filings, including Form 5500, with precision and attention to detail.
- Proactively address operational and compliance challenges, offering expert guidance to both clients and internal teams.
- Communicate complex regulatory requirements in a clear, accessible manner to clients of varying levels of expertise.
- Exercise independent judgment to resolve issues and offer recommendations for plan optimization.
- Uphold plan compliance by interpreting and maintaining legal documents in alignment with IRS and DOL regulations.
- Stay informed about evolving laws and regulations impacting retirement plan administration.


- Bachelor's degree or equivalent experience, or ASPPA credentials (or willingness to obtain).
- Strong customer service skills, with a commitment to exceeding client expectations and delivering exceptional follow-up support.
- Proficiency in retirement plan administration and relevant regulations, including IRS tax rules.
- Ability to multitask effectively, make sound decisions under pressure, and maintain accuracy.
- Excellent organizational skills and proficiency with Microsoft Office 365.
- Outstanding written and verbal communication skills, fostering a professional and customer-focused atmosphere.
- Collaborative mindset with the ability to engage with colleagues, clients, and external partners.
- Strong problem-solving abilities and meticulous attention to detail.
- Experience with Pension Pro is a plus.


- 401(k) Plan
- Employee health insurance
- Generous PTO, Floating Holidays, and Holiday Pay
- Remote work flexibility
- Opportunity to collaborate with a dynamic and supportive team.
Employment Type: Full-Time
Salary: $ 50.00 Per Hour

Job Tags

Hourly pay, Holiday work, Full time, Remote job,

Similar Jobs

Beacon Electric Service, Inc.

Electrician Apprentice Job at Beacon Electric Service, Inc.

 ...Service, Incorporated just celebrated our 27th anniversary and we are currently looking to employee full time electrician apprentice. We will train, no experience necessary. Positions include a competitive benefit package and a team working atmosphere. We work primarily... 


Universal Banker Job at FIRST BANK OF THE LAKE

 ...established policies and procedures as well as all applicable banking laws and regulations, including BSA and AML, provides various...  ...adequately record the sales. Prepare currency and coin orders for Commercial customers. Buy and sell currency from the vault and other... 

Massage Envy

Sales & Customer Service Associate Job at Massage Envy

 ...refine your sales and customer service skills. Qualified...  ...encouraging homecare retail purchases based on service provider recommendations...  ...clients, scheduling services, answering phone calls, responding to...  ...future services, and encouraging home-care retail purchases based on... 


Accountant I/II/III, Hybrid - Dunn Behavioral Sciences Center/HCPC at UTHealth Houston Job at UTHealth

 ...and elder carePlus many more!Position Summary:Performs accounting assignments involving the preparation of financial statements...  ...records are accurate and timely. The ideal candidate will have experience with PeopleSoft Financial Management System (FMS) and Human... 

Sabour Beauty Salon & Wellness llc

Salon Stylist Level 3 Job at Sabour Beauty Salon & Wellness llc

 ...Job Title: Salon Stylist Level 3 Commission Rate: Stylist: To be discussed during interview. As a Sabour Beauty Salon & Wellness..., engage with the audience, and contribute to the salon's online presence. Additional Responsibilities for Level 3...