Consultant

ConsultantConsultantFull TimeRemoteTeam 201-500H1B No SponsorCompany Site LinkedIn

Location

Pennsylvania

Posted

42 days ago

Salary

Not specified

High School2 yrs expEnglish

Job Description

• Primary contact for Plan Sponsors and Financial Advisors as it relates to 3(16) • Work directly with Retirement Plan Consultants to make sure 3(16) requirements are met • Creation of 3(16) annual letter – ensuring all 3(16) services were completed • Authorized signer for distributions and loans as required • Actively manage projects and tasks in PensionPro workflow system • Monitor/track upcoming eligibility calculations, fund change notices, annual notice distribution, and other items to ensure deadlines are meet • Distribute newly eligible materials and required notices • Oversee Payroll Submission, Payroll Monitoring and Loan Monitoring • Upload year end annual census • Represent the company on 3(16) client calls and meetings • Share pertinent industry knowledge with 3(16) Administrators and other staff

Job Requirements

High school diploma or GED required
2 years or more experience in retirement industry required
Direct client contact required
3(16) fiduciary services preferred
Experience in a workflow system such as PensionPro, Pension Pal or similar preferred
Intermediate MS skills to include Outlook, Word, PowerPoint, and Excel; ability to navigate web-based programs

Benefits

A virtual-first work philosophy
401(k) with up to 4% match
Flexible PTO allows you to take the time you need for wellness, vacations, and personal matters. We foster a trusting environment where employees manage their workloads responsibly. Time off doesn’t accrue.
10 paid holidays and 2 paid floating holidays
Paid Parental Leave
A variety of medical, dental and vision plan options including Definiti subsidized premiums
Company-paid life insurance and short-term disability insurance
Bonus plan eligibility