As a Managing Consultant, you will handle retirement plan compliance and client interactions. The role involves strong analytical skills and retirement industry expertise.
Responsibilities
Coordinate client requests, problem resolution, and retirement plan changes.
Establish excellent working relationships within the organization to achieve common objectives.
Consult with plan sponsors on plan design, compliance, and corrections.
Perform IRS/DOL audit support for plans under audit.
Handle inquiries related to plan compliance, corrections, and plan documents.
Requirements
Bachelor’s Degree or 4+ years related experience in the retirement industry.
Strong research, analytical and critical thinking skills.
Excellent communication skills – written, verbal and interpersonal.
Positive attitude and ability to work well in a team environment.
High level of initiative and able to work independently to achieve objectives.
Proficient in Microsoft Office suite with strong experience in Excel.
In depth understanding of retirement plans with a current CPC, QPA or QKA ASPPA designation.
Experience with IRS EPCRS correction program is a plus.
Strong analytical and decision-making skills.
Knowledge of DOL and IRS regulations for retirement plans.
Benefits
Health and Wellness: A range of medical, dental and vision insurance plans, as well as mental health support and wellness initiatives to promote overall well-being.
Retirement Savings: 401(k) Plan with generous Company matching contributions.
Employee Assistance Program: Confidential counseling services and resources available to all employees.
Matching charitable donations: Corebridge matches donations up to $5,000.
Volunteer Time Off: Up to 16 volunteer hours annually.
Paid Time Off: At least 24 PTO days for personal and family needs.
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