401(k) PLAN DOCUMENT CONSULTANT

Albany, NY 12212

Posted: 10/21/2019 Industry: Employee Benefits & Retirement Services Job Number: 6.10 1 KEF Pay Rate: 70,000 - 90,000

Job Description

RETIREMENT PLAN CONSULTANT

  • Consult on a wide variety of projects including retirement plan operational reviews, plan compliance reviews, plan modeling, etc.
  • Resolve complex issues that may arise with clients.
  • Work closely with upper management and client relationship management team.
  • Prepare and present reports and meet with key accounts to present findings.
  • Participate in final sales presentations to assist in selling services.

 

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Job Requirements

RETIREMENT PLAN CONSULTANT

  • 3+ years of retirement services, accounting/auditing and/or finance experience.
  • Strong ERISA knowledge preferred.
  • MUST be an advanced Microsoft Excel user in addition to MS Office Suite (Outlook, Word, PowerPoint).
  • Strong attention to detail.
  • Exceptional analytical and communication skills (verbal & written).
  • Ability to present complex subject matter to a variety of audiences in a clear & concise manner.
  • Travel required (2-4 days/month average).
  • FINRA Series 6 & 63 licensing + NY State Life & Health licensing (or ability to obtain within 180 days of hire).
  • ASPPA, NIPA and/or CEBS designations helpful.

 

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Meet Your Recruiter

Kristine Fornek
Executive Recruiter / Market Specialist

SPECIALTIES:  All ERISA related positions including: Defined Contributions, Defined Benefits / Pension, Non-Qualified, Actuarial, Sales, Service, Communications, Compliance, Implementation, Investments, ESOP, 401(k) Recordkeeping, Financial Advisors, Wealth Management, Wholesaling, Executive Level, etc.

EXPERIENCE:  My area of specialty includes: Defined Benefits, Defined Contributions, Non-Qualified, Actuarial, Taft-Hartley, Investments, Insurance, Trust and Health & Welfare and Annuity.

The levels of candidates that I place include Recordkeepers, Compliance Specialists, Installation/Implementation Specialists, Service/Enrollment Specialists, Sales (Pension Wholesalers, Direct Sales, DCIO), Client Relationship Managers, ERISA Attorneys, Pension Actuaries as well as Management, Director, VP and C-level positions.  We also place Investment professionals, Analysts, Portfolio Managers, Financial Advisors & Brokers.

I’M IN THIS BUSINESS BECAUSE:  There’s no better feeling than helping someone realize their goals by assisting them in advancing their career.  I love making that connection!  My goal is to consistently build long lasting relationships with both my clients and my applicants.

CLIENTS CAN COUNT ON ME BECAUSE:  I pride myself on the quality of my work and I truly CARE about their needs.  The better I know them, the better my understanding is as to who would fit their needs.

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