Retirement Plan Participant Advisor

The Retirement Plan Participant Advisor facilitates communication with retirement plan participants through group presentations and individual consultations, both in person and virtually. This role supports relationships within the Retirement Plan Services area by delivering personalized service, guiding participants in making informed investment decisions, and educating them on the advantages of company-sponsored retirement plans. The position involves developing educational materials, assisting with day-to-day operations of current retirement plans, and maintaining regular communication with plan sponsors and participants.