At our organization, we are dedicated to empowering businesses to provide their employees with the means to secure their retirement. If you share this commitment and thrive in dynamic work environments, we invite you to join our team of experts!

We specialize in recommending and implementing a wide range of retirement plans, from traditional options like 401(k)s and 403(b)s to unique solutions for industries like Cannabis companies. Through our comprehensive services, we ensure access to both traditional and non-traditional investment opportunities for advisors, managers, sponsors, and participants.

**Essential Job Duties**

- Collaborate with plan sponsors to design optimal retirement plans that align with their goals and maximize program success.

- Provide plan design recommendations and support by crafting plan documents and amendments based on client consultations.

- Engage in consultative plan design calls with sponsors and advisors during the implementation process.

- Foster sponsor education and engagement by working closely with internal and external stakeholders on plan design and related matters.

- Manage vendor relationships effectively to support plan operations and client needs.

- Stay updated on regulatory changes through networking and professional development activities.

- Conduct informative training sessions for clients and partners.

- Participate in departmental projects as a subject matter expert.

**Minimum Qualifications**

- 3+ years of experience in the retirement industry, with a focus on DC plan administration.

- Strong communication skills and dedication to superior customer service.

- Proficiency in plan document interpretation, analysis, and drafting.

- Excellent attention to detail and numerical proficiency.

- Track record of meeting or exceeding performance expectations.

- Ability to work both independently and collaboratively in a fast-paced environment.

- Proactive approach to learning and staying updated on industry trends.

- Self-motivated with excellent organizational skills.

- Proficiency in Microsoft Excel, Word, Outlook, Adobe Acrobat, and other relevant software.

**Preferred Qualifications**

- Bachelor's degree (preferred but not required).

- ASPPA Retirement Plan credentials (e.g., RPF, QKA, QPA) preferred.

- Consultant or Advisory credentials from relevant institutions.

**Physical Demands and Work Environment**

- This position primarily involves sitting and computer use.

- Occasional lifting of up to 10 pounds may be required.

- Vision abilities including close vision, distance vision, and peripheral vision are necessary.

- The work environment is typically indoors with minimal travel required.

**Benefits**

- Choice of medical plans

- Dental, vision, and accident insurance

- Generous paid time off

- Paid holidays

- Employer-sponsored 401(k) plan with matching contributions

- Performance bonuses

- Financial support for ongoing education and credentialing

- Casual working environment with flexible scheduling

- 100% employer-paid work-from-home setup

**Application Details**

- Job Type: Full-time

- Pay: $70,000.00 - $85,000.00 per year

- Benefits: Comprehensive benefits package

- Weekly Schedule: Monday to Friday

- Work Setting: Remote
Employment Type: Full-Time
Salary: $ 70,000.00 85,000.00 Per Year