Retirement Plan Consultant

Complete Payroll Solutions
Auburn, MA Full Time
POSTED ON 10/17/2022 CLOSED ON 11/16/2022

What are the responsibilities and job description for the Retirement Plan Consultant position at Complete Payroll Solutions?

Complete Payroll Solutions is seeking a Retirement Plan Consultant to join our growing pensions administration team in our Springfield, Auburn, Attleboro, or Middletown offices. Under the direction and oversight of the Retirement Plan Supervisor, the Retirement Plan Consultant is responsible for effectively managing assigned client relationships, 401k , and profit-sharing client accounts, and developing strong client relationships. Successful candidates must possess a cheerful work attitude and foster a positive team spirit both within the department as well as between the other departments in support with the overall philosophy of the company and fellow employees. 


Key Job Responsibilities:

  • Manage key revenue pension clients, set up new accounts, provide plan design and compliance support as needed.
  • Prepare annual form 5500 filing and compliance testing, work with payroll, issue quarterly statements, complete year-end testing, and renewals. 
  • Audit payroll contributions.
  • Make quarterly contact with clients via client visits and/or telephone and document results in client file. 
  • Manage the Agency Management System. Set up new clients, update data and utilize information for daily client work. 
  • Maintain current training on benefit platforms and continued education on industry changes. 
  • Cross train department on products and process initiatives with industry trends and legislative changes. 
  • Provide quality customer service to all clients, partners, and champion high levels of client satisfaction.
  • Establish job priorities to meet customer and organizational quality expectations.  
  • Handle deadline pressure with a positive attitude.  
  • Develop customer relations with a positive, enthusiastic, and professional delivery.

Knowledge, Skills, and Abilities:

  • Must be proficient in Microsoft Office including Word, Excel, Outlook, PowerPoint, and relevant benefits and HRIS applications.  
  • Ability to prioritize job tasks and multi task function.   
  • Have a proficient command of the English language and communicate effectively both verbal and written. 
  • Ability to build and maintain positive relationships internally and externally. 
  • Ability to work with others as a team member and contribute to team and individual goals and objectives. 
  • Ability to exercise sound judgment and make decisions in a manner consistent with the essential job functions. 
  • Excellent client service skills.
  • Ability to adapt and prioritize in a rapidly growing, deadline-driven environment.  
  • Strong ability to apply common sense understanding, judgment, and leadership to carry out instructions furnished in written, oral, or diagram form.   
  • Ability to deal with problems involving several concrete variables in standard and urgent situations.     
  • Maintain proper dress code and professional demeanor at all times.  
  • Must possess a cheerful work attitude and foster a positive team spirit both within the department as well as between the other departments in support with the overall philosophy of the company and fellow employees. 

Requirements and Experience:

  • 3 years previous experience in client relationship and pension administration required. 
  • Certified Employee Benefit Specialist (CEBS) and/or Group Benefits Associate (GBA) designation and/or Qualified Pension Administrator (QPA) preferred but not required.  
  • Current training on systems and regulatory legislation and changes relative to 401k products and programs. 
  • College degree required. 
  • Utilizing FTWilliams Document and administration systems preferred but not required.

Salary : $60,100 - $76,100

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