Retirement Plan Consultant

Company: VirtualVocations
Location: Santa Ana
Posted on: February 4, 2025

Job Description:

A company is looking for a Combo Retirement Plan Consultant - Pension - Remote.

Key Responsibilities

Administer retirement plans and maintain plan records
Ensure compliance with federal regulations
Build and maintain positive relationships with clients and service professionals

Required Qualifications

6+ years of related experience in plan administration
Industry-related credentials (ASPPA or NIPA) preferred
Proficient knowledge of Microsoft Office Suite products and systems
Competency in reading and interpreting retirement plan documents
Solid understanding of related rules and regulations

Keywords: VirtualVocations, Lakewood , Retirement Plan Consultant, Professions , Santa Ana, California

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