Retirement Plan Consultant Combo Plans

The Retirement Plan Consultant Combo Plans role involves managing a caseload of Defined Benefit, Cash Balance, and 401(k) plans, ensuring compliance with DOL and IRS requirements, and serving as the primary point of contact for clients. The position requires proficiency in plan document interpretation, annual compliance testing, and Form 5500 preparation and filing. This fully remote role demands strong organizational skills, attention to detail, and the ability to work effectively in a virtual environment.