Retirement Plan Consultant Resume Samples

A Retirement Plan Consultant is responsible for developing new institutional clients, as well as maintaining existing relationships. A well-drafted Retirement Plan Consultant Resume mentions the following core duties – playing an active role in the retirement plan services industry, conducting and leading client meetings at specific locations, presenting plan reviews, investment review reports to clients, handling daily client inquiries, developing long-term and mutually beneficial relationships with clients, and decision-makers, serving as project lead for recordkeeping, demonstrating strategic plan design knowledge of DC retirement plans.

The most sought-after skills for the post include the following – staying current with industry regulations, experience in recordkeeping, investment, and consulting strong knowledge of group variable annuity retirement plan products, mutual funds, and investment firm retirement plan products, and experience in driving fiduciary governance process for clients. A degree with majors in finance or HR is preferred.

Retirement Plan Consultant Resume example

Retirement Plan Consultant Resume

Summary : Specialize in plan consulting of various Retirement Plans with over 20 years of experience in consulting, new client business, plan design, compliance and plan conversion. Confident professional with a proven track record of professional growth and a strong contributor and leader. Plan document Design Retirement plan expert Prospective client presentations Client consultation Client communication Plan conversion leader 40 clients to manage Fee contract writer and negotiator.

Skills : Microsoft Office, Financial Analysis.

Description :

    1. Planned Administrator in prospective client meetings.
    2. Provided on-site consulting, training and managing clients.
    3. Pro-Active in communicated to clients on potential violations, enhancements, cost savings and plan design suggestions.
    4. Versed in all aspects of Plan Administration including operations, distributions, annual requirements and plan documents/amendments.
    5. Liaisoned between representatives of trustee, custodian, legal counsel, investment managers and government agencies.
    6. Defined Contribution Plan Consulting for small and medium sized employers.
    7. Performed accounting work to maintain IRS and Department of Labor compliance.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
BS In Human Resources


Retirement Plan Consultant Resume

Objective : Highly qualified Retirement Plan Consultant with experience in the industry. Enjoy creative problem solving and getting exposure on multiple projects, and I would excel in the collaborative environment on which your company prides itself.

Skills : Microsoft Office, Lawson, Peoplesoft.

Description :

    1. Advised Defined Contribution and Benefit plans for 60+ clients totaling $130+ million in assets.
    2. Expanded and retained business client relationships at executive level, as well as establish key internal relationships with company board of directors, officers, and HR personnel.
    3. Conducted full scope fiduciary investment reviews.
    4. Included economic update, investment policy statement formulation, implementation and adherence, ERISA compliance overview, and investment analysis and recommendations.
    5. Evaluated investments by utilizing risk adjusted return metrics, fundamental and style analysis, and benchmarking reports.
    6. Worked with investment committee's to recommend investment options suitable for retirement plans and participants.
    7. Led participant 401(k) seminars, educating employees about the benefits and importance of saving for retirement.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
Bachelor's


Retirement Plan Consultant Resume

Objective : Seeking a Retirement Plan Consultant position, where I can utilize my related experience, as well as my strong work ethic to provide accurate and excellent customer service to clients. Excellent oral and written communication skills, with a focus on critical thinking and problem solving. Solid ability to multi-task, prioritize tasks, and complete projects under a deadline.

Skills : Leadership and Teambuilding Sales, Marketing & Business Development Investment Management Business Improvement and Problem Solving.

Description :

    1. Worked directly with seven Account Executives and two Regional Vice Presidents to help support the administration of retirement plans.
    2. Served as a project manager for initiatives of the New York Regional office to coordinate dates of completion by tracking progress and working with internal and external departments until completion of assignments.
    3. Included RFP, document updates, and plan pricing.
    4. Completed annual assessments of client's plans that reflect achieved goals for the year and establish new goals for the upcoming year.
    5. Trained newly hired Account Executives and Retirement Plan Consultants on pricing analysis, plan document changes, and marketing materials.
    6. Contributed to the development of best practices to improve efficiency throughout the company.
    7. Advised clients on investment strategies for long and short term goals.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
Associates In Science

Retirement Plan Consultant Resume

Objective : Seasoned Retirement Plan Consultant with more than five years of experience in fast-paced field of sales. Excellent communication and customer service skills. Track record of achieving exceptional results in building relationships and selling goals.

Skills : Microsoft Office, Benefits, Insurance, Sales, Consulting.

Description :

    1. Clarified investment options and investment strategies for clients.
    2. Formulated detailed investment plans for high net worth clients.
    3. Calculated and allocated employer contributions to eligible employees.
    4. Designed, implemented, and then coached producers on marketing campaigns and profiling their book of business for Qualified and Non-Qualified.
    5. Enforced all licensing regulations in child caring institutions, child placing agencies, and court operated facilities, and to provide technical assistance and consultation to these programs. 
    6. Determined good moral character and suitability of applicants. 
    7. Conducted complaint investigations for child caring institutions, child placing agencies, and court operated facilities.
      Years of Experience
      Experience
      2-5 Years
      Experience Level
      Level
      Executive
      Education
      Education
      BA In Juris Doctorate

      Retirement Plan Consultant Resume

      Headline : Retirement Plan Consultant is Analysing and serving as a subject matter authority in a peer review capacity on draft documents in tandem with operational considerations; identifying potential manual processes; recommending and implementing approved alternatives that conform to system capabilities and achieve client objectives.

      Skills : Training, Communication Skills, Retirement Plan.

      Description :

        1. Participated in various Department and division initiatives. This position requires travel.
        2. Responsible for managing a diverse Retirement Plan caseload, orchestrating IRS and DOL deadlines for Defined Benefit and Hybrid plans.
        3. Served as technical resource for Consultants and Assistants
        4. Provided superior customer service, including problem solving with minimal inconvenience to clients
        5. Provided effective and timely verbal and written communications in a clear, concise and informative written manner.
        6. Assisted the client with all initial and ongoing plan design and document support.
        7. Assisted the clients in meeting all IRS and Department of Labor deadlines necessary for qualified retirement plan.
                                      Years of Experience
                                      Experience
                                      5-7 Years
                                      Experience Level
                                      Level
                                      Executive
                                      Education
                                      Education
                                      GED

                                      Retirement Plan Consultant Resume

                                      Summary : Retirement Plan Consultant with 11 years of experience in Providing consultative support to internal partners, review complex and unique requests with the Legal department and serve as a subject matter expert on calls with clients and their designated consultant and legal counsel.

                                      Skills : Planning, Processing, Auditing.

                                      Description :

                                        1. Maintained up-to date knowledge of present legislation and proposed legislative changes with regard to ERISA law through self-study and company-sponsored training sessions.
                                        2. Reviewed or performed, as needed, the annual testing for plans, including ADP/ACP, Top Heavy, 410(b), 415, 401(a)(4),deductibility, and 402(g).
                                        3. Reviewed distribution paperwork and coordinates processing of distributions with asset holder.
                                        4. Reviewed loan paperwork and coordinates processing of loans with asset holder.
                                        5. Reviewed or prepared Form 5500 and coordinates with plan sponsor to help ensure timely filing.
                                        6. Assisted auditors if a plan is subject to an audit.
                                        7. Assisted IRS and DOL auditors, if the plan is subject to an IRS or DOL audit.
                                      Years of Experience
                                      Experience
                                      10+ Years
                                      Experience Level
                                      Level
                                      Senior
                                      Education
                                      Education
                                      MS

                                      Retirement Plan Consultant Resume

                                      Headline : Retirement Plan Consultant with 5+ years of experience in Evaluating fund performance relative to multiple quantitative and qualitative thresholds over the life of the investment, Assisting with due diligence projects to consider additional commitments to existing strategic relationships and investment opportunities, Processing and evaluating new investments using the Investment Proposal System, a tool to screen and track investment opportunities through various stages of investment process.

                                      Skills : System Assistant, Software Management, Communication Skills.

                                      Description :

                                        1. Coordinated with all applicable parties, both internal and external, to ensure accurate conversion process for new clients.
                                        2. Worked with assistant to coordinate and oversee activities that will ensure timely and accurate completion of book of business.
                                        3. Protected, secured, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients.
                                        4. Experienced in analysis of financial data required.
                                        5. Experienced in Relius software desirable, but not required.
                                        6. Effectively planed and assigned work and supervised support staff.
                                        7. Built, expanded, and solidified relationships with existing clients at all levels within the company.
                                                          Years of Experience
                                                          Experience
                                                          5-7 Years
                                                          Experience Level
                                                          Level
                                                          Executive
                                                          Education
                                                          Education
                                                          GED

                                                          Retirement Plan Consultant Resume

                                                          Objective : Obtain a Retirement Plan Consultant position responsible for Collaborating and contributing to project teams to achieve milestones and objectives, Working with a large degree of autonomy under the instruction of more senior staff, Will supporting on key projects and may lead smaller projects.

                                                          Skills : Planning, Project Assistant, Service Assistant, Communication and Professionalism Presentations and Public Speaking Analytical Thinking.

                                                          Description :

                                                            1. Assessed and prioritized client needs in a timely manner.
                                                            2. Identified and helped clients to focus on their most critical needs.
                                                            3. Set and communicated clear and realistic expectations.
                                                            4. Reviewed/approved all key client deliverables.
                                                            5. Worked closely with Sales to prepare and negotiate fee-based pricing of services and on the transition of the new clients post the completed sales process.
                                                            6. Anticipated internal and/or external business challenges and/or regulatory issues.
                                                            7. Recommended process, product or service improvements.
                                                          Years of Experience
                                                          Experience
                                                          2-5 Years
                                                          Experience Level
                                                          Level
                                                          Executive
                                                          Education
                                                          Education
                                                          MS

                                                          Retirement Plan Consultant Resume

                                                          Summary : Retirement Plan Consultant with 12 years of experience in Collaborating with internal partners (e.g., Retirement Plan Coordinator, Retirement Plan Service Specialist) on escalated plan service and maintenance items, Maintaining up-to-date knowledge of the external environment, and assesses and communicates potential impacts to the business, as well as individual retirement plans.

                                                          Skills : Planning, Managing, Communication Skills, Entrepreneurial Vision Building Relationships and Developing Partnerships.

                                                          Description :

                                                            1. Experienced in defined contribution plan design, governance, compliance, and administration.
                                                            2. Worked knowledge of Microsoft Office Suite.
                                                            3. Developed a strategic training plan.
                                                            4. Gathered feedback from customers, managers and Field Adoption Leads, and reporting to identify training and development needs for employees and growers.
                                                            5. Built strong business relationships with Product Managers and Business Leads to understand our product roadmaps and deliver training and education in a timely manner throughout the organization to help drive adoption.
                                                            6. Collaborated with other business units on training programs that are available or in development to include all Digital tools.
                                                            7. Influenced all levels of the organization and articulate benefits among many roles.
                                                                                        Years of Experience
                                                                                        Experience
                                                                                        10+ Years
                                                                                        Experience Level
                                                                                        Level
                                                                                        Senior
                                                                                        Education
                                                                                        Education
                                                                                        MS

                                                                                        Retirement Plan Consultant Resume

                                                                                        Objective : As a Retirement Plan Consultant is Supporting metrics and analytics to assess change impacts, Providing insights, documentation and support the timing, design and delivery of training, Assisting in coaching field leads on how to manage and mitigate resistance and risk.

                                                                                        Skills : Risk Assistant, Digital Skills, Record Assistant.

                                                                                        Description :

                                                                                          1. Facilitated change management initiative, implement best practices and support communication efforts.
                                                                                          2. Worked collaboratively to drive adoption and contribute to the overall business goals and digital strategy.
                                                                                          3. Incorporated consistent messaging and storytelling within engaging materials and tools to help build excitement for the digital platform.
                                                                                          4. Developed, edited, and maintained training materials (written, digital and video).
                                                                                          5. Communicated updates to stakeholders as needed.
                                                                                          6. Supported other areas of the Digital Adoption team as needed.
                                                                                          7. Partnered with communication associate and lead to distribute a regular cadence of informative updates.
                                                                                        Years of Experience
                                                                                        Experience
                                                                                        2-5 Years
                                                                                        Experience Level
                                                                                        Level
                                                                                        Executive
                                                                                        Education
                                                                                        Education
                                                                                        G.E.D