Retirement Plan Consultant

HUB International • Pasadena, CA

3d • $150,000 - $200,000

About The Position

The Retirement Plan Consultant is a key resource to our governmental and corporate clients seeking expert guidance on their employer-sponsored retirement plans (457b, 401a, 401k, 403b). This position supports the sales team and collaborates closely with clients to develop and implement effective plan strategies and designs that align with their goals and regulatory requirements.

Requirements

• A bachelor's degree or ten (10) years of relevant experience
• Highly proficient at Excel, Word and PowerPoint
• Series 65 or 66 preferred
• Experience supporting plan participants with questions and resolving plan issues
• Demonstrated oral and written communication skills and the ability to interact with individuals of all levels inside and outside of the organization
• Ability to work collaboratively in a team environment

Nice To Haves

• Series 65 or 66 preferred

Responsibilities

• Consults on plan strategy, design
• Conducts audits of plan documents, provisions, fees, investment menus
• Reviews and comments on plan documents and service agreements
• Researches and consults on fixed accounts, stable value funds, etc.
• Participates in plan conversions including, but not limited to, periodic meetings, custom communications, participant education
• Conducts client RFPs
• Conducts plan reviews, as needed
• Supports the plan review, fund change and mapping processes, as needed
• Consults with clients about the legal and regulatory environment and how it impacts their plan(s) or benefits.
• Resolve escalated plan and participant service requests

Benefits

• PPOs
• HMO
• HSA
• FSA
• vision coverage
• dental coverage
• pet insurance
• paid time off
• a generous 401k plan

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 5,001-10,000 employees