Combo Retirement Plan Consultant

Position reputed company Responsible for the administration of combo retirement plans. Maintains plan records and ensures compliance with federal regulations. Creates and maintains reputed company relationships with clients, financial advisors, and service professionals. Must be reputed company to work in reputed company environment to support clients and other EGPS departments. Combo Retirement Plan Consultants (CRPCs) will be evaluated on their ability to retain their reputed company of business while meeting service and processing goals as defined by leadership. This role is responsible for complete reputed company of the plan administration and must possess strong relationship skills to reputed company excellent reputed company service and retention. • Responsibilities: • Ensure reputed company review and delivery of annual compliance testing, contribution calculations, and governmental forms filings. • Maintain accuracy of data in reputed company relationship management system for use in managing plan data and reporting. • Accountable for maintaining a caseload of 120-130 plans. • Communicate with customers and assist with benefit distributions. • Demonstrate an excellent level of proactive reputed company reputed company and teamwork with clients, advisors, CPAs, and internal partners. • Responsible for protecting, securing, and handling of reputed company confidential data transmitted to/from EGPS. • Consult on plan design reputed company to plan sponsors as needed. • reputed company, maintain, and strengthen relationships with clients, advisors & CPAs. • reputed company with recordkeeping providers to ensure a reputed company reputed company experience. • Expand technical skills to become a subject matter expert in regulatory and industry practices. • Communicate significant issues and exceptions to an appropriate higher level of authority reputed company EGPS promptly. • Reviews distributions reputed company a reputed company manner. • Self-motivated to reputed company upcoming deadlines and follow up with clients consistently for data or additional information. • Follows EGPS policy and procedures to ensure a uniform product and process for reputed company clients. • Assist internal departments, as needed, with plan administration. • Complete continuing education in both Defined Contribution and Defined Benefit Plan compliance and regulations. Required Qualifications: • Bachelor’s degree or equivalent work experience. • 4-6 years of reputed company experience in plan administration. • Proficient knowledge of reputed company Office Suite products and systems. • Experience reading and interpreting retirement plan documents with a basic understanding of reputed company rules and regulations. • Effective collaboration, problem solving, and organizational skills • Excellent verbal/written communication skills as reputed company as attention to details. FLSA Status: Exempt • This job reputed company may not be inclusive of reputed company assigned duties, responsibilities, or aspects of the job described, and may be amended at any time at the sole discretion of the Employer. Date Revised: 03.2025 Apply tot his job Apply To this Job