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Telecommute Retirement Plan Consultant

Company: Definiti, LLC
Location: Saint Paul
Posted on: April 8, 2021

Job Description:

A financial services organization is filling a position for a Telecommute Retirement Plan Consultant. Individual must be able to fulfill the following responsibilities:Act as the single point of contact for and "own" assigned clientsProvide support to Senior Retirement Plan Administrators and assist in trainingProvide support to financial advisors and referral sourcesRequired Skills: Understand Form 5500 long form and requirements for audit supportUnderstand requirements for QDRO support Understand new comparability concepts and general testingUnderstand basics of control and affiliated service groupsUnderstand MEPs, non-qualified plans, DB and CB plan concepts

Keywords: Definiti, LLC, St. Paul , Telecommute Retirement Plan Consultant, Professions , Saint Paul, Minnesota

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