Senior Plan Consultant

Job Description

Role

The Senior Plan Consultant provides document and ERISA compliance support to clients, and investment professionals and business line personnel who sell, market and service the 401(k)/403(b) retirement business. The Plan Consultant serves as a subject matter expert advisor on document, compliance and servicing issues, and independently advises and proposes changes regarding business policies, procedures and documentation. This position requires a solid knowledge of ERISA and the qualified plan rules under the Internal Revenue Code. Under minimal direction, the Plan Consultant reviews plan documents, identifies potential issues and recommends their resolution, and works through plan, product and service exceptions. The Plan Consultant must be able to interpret, apply and make sound judgment calls on provisions and compliance issues independently with very limited direction. The Senior PC supports all WI markets. Inclu...