- Workwith Plan Sponsors (C-Level Executives) and Plan Administrators byserving as their primarycontact
- Helpoversee the navigation of the retirement plan conversion processfrom start tofinish
- Presentto groups of Plan Participants, and educate them on their 401(k)Plan offerings while guiding them to saving forretirement
- Conductannual plan performance reviews on design enhancements, includingways to improve plan participation and increase employeecontributions
- Bethe liaison to each plan s record-keeper and third-partyadministrator
- Preparefor regulatory audits and ensure client servicing guidelines aremet
- Bachelordegree and 4+ years of working in the retirementspace
- Series65 (we will help you obtain uponstarting)
- Experiencein the complex retirement plan landscape, including the intricaciesof ERISA, DOL, and IRS rules andregulations
- Abackground in managing complexity and providing unparalleled clientservice
- Willingnessto travel~and present to large groups with varying levels ofinvestmentknowledge
Senior Marine Consultant - Abu Dhabi, United Arab Emirates - Energy Jobline
Description
Retirement Counselorsplay a pivotal role by building relationships with Plan Sponsors(C-Level Executives) and empowering plan participants to reachtheir retirement goals through Our specialized structure separatessales from service, allowing Retirement Counselors to remaincommitted to helping our clients instead of selling A team effortis what makes the 401(k)Solutions group unique, RetirementCounselors work with our Operation Specialists who provide hands-onsupport to Plan ;You will report to your group manager whoseexperience in the role will assist you in navigating clientrelationships and provide personalized career Come be a part ofthis expanding group helping better the investment
TheDay-To-Day:
With ourspecialized business model, Retirement Counselors are partneringwith 401(k)Sales, Service, and Operational Specialists assupporting The main priorities of Retirement Counselor areto:
YourQualifications:
Dueto the pay transparency laws that have gone into effect, I amincluding the full salary range for this This includes the highestsalary for a Retirement Counselor at the firm: $70,000-$123,000 +
Realisticallynew hires should expect a starting salary of $80,000-$90,000 +bonuses, with total compensation at around $120,000-$150, Bothsalary and bonuses do go up year over;
Benefits:100% coverage on all health/medical, dental and visioncare for you and any dependents and 401kmatching
investment