Retirement Plan Client Consultant (Remote)

Location: Remote

Schedule: Full-Time (40 hours/week)

Salary: $70,000 – $85,000 annually

At Leading Retirement Solutions (LRS) our mission is to empower all businesses with the economic independence

required to help their employees save for a secure retirement. If this aligns with your values, and you possess the

skill set to thrive in a fast-paced and often changing work environment, we would love for you to join our

organization of experts!

We recommend and implement 401(k)s, 403(b)s, Defined Benefit Plans, SEP & Simple IRAs, ROBS, ESOPS, Church

Plans, and even retirement plans for Cannabis companies. Through our open architecture recordkeeping services,

we provide investment advisors, managers, plan sponsors and participants access to traditional and non-traditional investments.

Department Responsibilities

The Client Services team works directly with customers and clients of all kinds of businesses. Team member

responsibilities include communicating with clients about their experiences with our company and the services we

provide. Team members receive and respond to client or customer questions about properly using or accessing

any information regarding their retirement plans as well as expectations on meeting regulatory requirements.

Team members monitor and maintain the client relationship, receiving and processing client requests for initial

and additional services. As a hub of the organization, team members regularly collaborate with multiple

departments to deliver excellent client care.

Role Responsibilities

• Consults with plan sponsors to assist them with optimal retirement plan design to achieve the highest

opportunity of a successful retirement program.

• Provides plan design recommendations and support by drafting plan documents, restatements, and amendments

based on client consultations related to all types of retirement plans for internal and external customers. This

includes the responsibility to draft retirement plan documents.

• Be a plan design consultant and participate in client-facing consultative plan design calls with plan sponsors and

advisors as part of the implementation process.

• Work closely with internal and external parties on clients’ retirement plan compliance matters, mandated testing,

and annual audits.

• Partner with internal and external parties in support of vendor relationship management activities.

• Stay current on regulatory environment through networking and professional memberships and certifications.

• Work closely with clients to identify and reach their retirement plan objectives.

• Drive Customer behavior by providing support to clients, including making outbound phone calls/email

campaigns to obtain resolutions to plan issues and to carry out required plan document restatements.

• Collaborates with team members to continuously improve operational protocols and client experience

processes.

• Develop and maintain the plan operations and document process, workflow improvement initiatives,and

program/policy changes.

• Ensure client requirements are understood and work closely with internal partners to design, document, and

ensure appropriate sign off on scope and solutions.

• Advise clients on all technical, regulatory, and problematic administrative issues and work with administrative

team on solutions.

Soliciting new business referrals and independently generating relationships with outside sources for

new business development through personal and professional networking.

• Analyzing client accounts for potential revenue earning opportunities

Qualifications

• 3+ years of retirement industry experience

• Bachelor’s degree preferred

• DC plan administration training and experience

• Superb communication skills and a commitment to superior customer service

• Emphasis on plan document interpretation, analysis, drafting and application to sponsor operations and goals

• Excellent attention to detail and accuracy, proficient with numbers and basic calculations

• A demonstrated track-record of consistently meeting and/or exceeding performance expectations

• Ability to work independently and as part of a team in a fast-paced environment

• Demonstrated ability to build relationships and leverage a firm’s existing strengths

• Willingness to continually upgrade knowledge and understanding of our industry

• Self-motivated and Solutions-oriented with excellent organizational skills

• ASPPA Retirement Plan credentialled preferred (ex. RPF, QKA, QPA)

• Consultant or Advisory Credentials from ASPPA, fi360, or other investment related institutions

• Proficiency is required with Excel, Word, Outlook, Adobe Acrobat, browsing network directories, and dual

screens as we are a paperless office.

We Offer Great Benefits!

• Choice between 4 medical plans

• Dental, Vision and Accident Insurance

• 3 Weeks of Paid Time off (PTO) Starting

• Paid Holidays

• Employer sponsored 401(k) Plan + Employer matching contributions

• Performance bonuses

• Financial support for ongoing education and credentialing

• Great, casual working environment with casual dress.

• 100% Employer Paid Work from Home Setup

• Flexible Scheduling

Leading Retirement Solutions is proud to be an Equal Opportunity employer and we value diversity at our firm. Employment decisions are made without regard to race, color, religion, national or ethnic origin, sex, sexual orientation, gender identity or expression, age, disability, protected veteran status or other characteristics protected by law. LRS will only employ those who are legally authorized to work in the United States for this opening.

We are committed to working with and providing reasonable assistance to individuals with physical and mental disabilities. If you are a disabled individual requiring an accommodation to apply for an open position, please email your request to careers@leadingretirement.com General employment questions cannot be accepted or processed here.