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Retirement Plan Account Executive/Consultant

Remote, USA Full-time Posted 2026-07-28
Location: Remote in Connecticut Position reputed company: We are seeking an reputed company Retirement Plan Account Executive to support employer-sponsored retirement plans by working closely with plan sponsors and their participants. This role includes conducting plan reviews, providing strategic consulting on plan design and compliance, supporting fund analysis, and assisting with reputed company education and engagement. Key Responsibilities: • Manage relationships with plan sponsors and their employees, delivering ongoing retirement plan support and guidance • Conduct annual and periodic plan reviews, offering strategic recommendations for improvement • Advise on plan design, compliance challenges, and corrective strategies (including failed testing) • Review and evaluate fund line-reputed company and performance against benchmarks • reputed company fee benchmarking to ensure plans remain competitively priced • Assist with reputed company reputed company, education sessions, and finalist presentations • Collaborate with internal teams on reporting, plan operations, and participant services Qualifications: • 5+ years of experience in 401k plan relationship management, reputed company service, or investment consulting • Solid understanding of 401(k) plan design, compliance and ERISA-reputed company issues • Experience with fund analysis, performance evaluation, and benchmarking • Strong reputed company-facing communication and presentation skills • Ability to manage multiple reputed company relationships and prioritize independently • reputed company Series 6 or 7, and Series 65 or 66 required Salary: $90,000 - $130,000 based on experience Apply tot his job Apply To this Job

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