Retirement Plan Consultant

March 4

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Sentinel Group

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Sentinel Group is a financial planning service that assists individuals, employers, and financial professionals in organizing and managing finances for various life events. Their services include budgeting, retirement planning, debt management, and life insurance, providing clients with tools and resources to achieve financial wellness. They also offer educational webinars to help individuals understand and improve their financial health.

Group Benefits • Retirement Plans • Investment Advice • Financial Services

201 - 500 employees

Founded 1987

💸 Finance

💳 Fintech

👥 B2C

📋 Description

• Plan Consultant position offers a retirement plan professional an opportunity to service a book of clients supporting their retirement plan administration and recordkeeping. • This position is customer service and compliance focused! • You’ll be the day-to-day contact for your dedicated clients and responsible for the administration of retirement plans; communicating with clients; overseeing recordkeeping tasks, preparing valuation reports and conducting compliance testing. • Developing and maintaining strong customer relationships across many different industries with varying levels of financial experience. • Answering a wide variety of client questions related to retirement plan administration, recordkeeping and participant inquiries on a daily basis. • Performing yearly compliance testing and annual valuations for qualified retirement plans to ensure that IRS guidelines are met. • Collaborating both internally and externally to facilitate the responsible handling of plan assets. • Interact with other Sentinel departments and external business partners to ensure timely and accurate completion of annual nondiscrimination testing and reporting requirements.

🎯 Requirements

• At least 3 years of experience working in defined contribution plan administration with Third Party Administrator focus. • Intermediate to advanced knowledge of Microsoft Excel including the use of formulas and overall ability to learn and use different software packages. • Experience with Relius Administration software preferred. • ASPPA Qualified 401(k) Administrator (QKA) or higher credential preferred.

🏖️ Benefits

• PTO (vacation, sick, personal time bank) - Unlimited FTO after 2 years of service • 12 Paid Holidays (10 stated and 2 floating holidays) • 2 Community Volunteer Days • 5 Summer Half Days • Medical, Dental, Vision • Life Insurance • LTD & STD • Retirement Plan with 4% Employer Match • Parental Leave