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Retirement Services Consultant at Insperity - ApplyBlast

Retirement Services Consultant

Insperity

5 months ago

3.8 on Glassdoor

Remote

Full Time

Senior

0 applicants

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About this role

A 401(k) Plan Service Specialist at Insperity delivers service to client company owners and authorized contacts, consulting on 401(k) plan needs, troubleshooting issues, educating clients, and developing partnerships.

Responsibilities

Develop and maintain relationships with 401(k) Plan clients throughout the plan lifecycle
Support a client book to build long-term relationships and ensure client satisfaction
Manage client issues and projects such as plan amendments and Safe Harbor campaigns
Answer client inquiries on 401(k) plan implementation, transfer processes, and IRS regulations
Consult with clients on plan provisions and potential amendments

Skills

Qualifications

High School DiplomaBachelor’s DegreeRetirement Benefits Experience401(k) Plan Implementation ExperienceProfessional Designation (CPC, QPA, QKA, CEBS, CPA, APA)