Client Relationship Consultant/401(k) Specialist
Apply on the employer’s site Open in Atlas
About this role
- Essential Responsibilities: - Possess a thorough understanding of the retirement plans industry, including strong knowledge of 401(k) plan rules, ERISA regulations, and IRS guidelines - Have a thorough understanding of investment products and services - Provide enrollment, transition, education, quarterly and annual meetings with plan sponsors, and their employees - Develop and maintain…
Excerpt only. The full posting is on the employer’s careers site.
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