Apply on Employer Site

HUB International · 5 hours ago

Retirement Plan Consultant

Pasadena, CA

Full-time

Onsite

Senior Level, Lead/Staff

$150K/yr - $200K/yr

10+ years exp

HUB International is a leading provider of insurance solutions, dedicated to advising businesses and individuals on preparing for the unexpected. The Retirement Plan Consultant serves as a key resource for clients, providing expert guidance on employer-sponsored retirement plans and collaborating with the sales team to develop effective plan strategies that meet client goals and regulatory requirements.

Financial ServicesInsuranceInsurTechRisk Management

Responsibilities

Consults on plan strategy, design

Conducts audits of plan documents, provisions, fees, investment menus

Reviews and comments on plan documents and service agreements

Researches and consults on fixed accounts, stable value funds, etc

Participates in plan conversions including, but not limited to, periodic meetings, custom communications, participant education

Conducts client RFPs

Conducts plan reviews, as needed

Supports the plan review, fund change and mapping processes, as needed

Consults with clients about the legal and regulatory environment and how it impacts their plan(s) or benefits

Resolve escalated plan and participant service requests

Qualification

Retirement plan consultingPlan strategy developmentRegulatory compliance knowledgeExcel proficiencySeries 65Oral communication skillsWritten communication skillsTeam collaboration