PART-TIME Retirement Plan Consultant

Retirement Plan Consultant-100% REMOTE. 20 HOURS PER WEEK.

Our client is seeking a detail-oriented and client-focused Retirement Plan Consultant
to support our growing retirement plan practice.

This role is ideal for an organized professional who enjoys working in a collaborative environment, managing
administrative processes, and delivering excellent service to clients and participants.

Job Duties:
 Assisting with administrative work, such as entering new opportunities and
establishing new account records into CRM, and tracking service delivery for
book of business (ensuring we are touching base with each client at least
once/quarter, scheduling APRs and employee education meetings, entering
notes and other custom data such as payroll provider/ER disc match/TPA/etc.
into CRM)

 Gathering reports and other materials to help with client meeting prep
 Responding to participant and plan sponsor inquiries
 Acting as liaison for retirement plan partners, including M Financial and TPAs
 Assisting with participant education program
 Recognizing potential leads for retirement plans and other ancillary products;
passing lead to appropriate internal advisor partner and documenting its
progress
 Supporting special projects as requested
 Adapt to changing priorities by assuming new tasks and responsibilities as
required
Skills:
 A basic understanding of ERISA, IRS, & DOL regulations (for example Form
5500s, Non-Discrimination Compliance Testing, Plan Design, etc.)
 Warm customer service skills, making each client feel valued
 Strong work ethic and critical thinking skills mandatory
 Ability to work in a fast-paced environment and be efficient
 Adaptable to change and growth oriented
 Proficiency with technology and learning new systems
 Must be organized and detail oriented - accuracy is of upmost importance

 Minimum 3 years’ experience with Retirement Plans (primarily 401(k) plans)
 Prior experience working with Recordkeepers, TPAs, and financial advisors
 Proficiency in basic software such as Microsoft Office applications, Adobe, Zoom,
etc.
 Ability to work independently in a remote environment while consistently meeting
and exceeding expectations

Preferred Credentials .
 Experience with 3(21) and 3(38) fiduciary service and quarterly deliverables
 Securities License (series 6 & 63)
 Basic investment knowledge