Retirement Plan Consultant

We are an administration and consulting firm that supports retirement plans and employee benefits in the United States , primarily serving elderly populations.

We are seeking a detail-oriented, analytical, and results-driven specialist with experience in U.S. retirement plans and insurance processes, focused on delivering high-quality service.

Key Responsibilities

• Manage processes related to retirement plans, including:
• 401(k)
• Profit Sharing
• Cash Balance
• Defined Benefit
• Perform benefit verification and eligibility checks with U.S. insurance providers
• Handle authorizations and pre-certifications with insurance companies
• Calculate cost and contribution estimates
• Analyze and validate client information (census data)
• Execute tasks related to regulatory compliance
• Assist in the preparation of regulatory reports and forms (Form 5500, 5330, ...