What are the responsibilities and job description for the Retirement Plan Consultant position at Crest Retirement?
Company Description
Crest Retirement provides customized retirement plans and comprehensive administrative services to small businesses. We specialize in creating plans tailored to benefit both business principals and employees, leveraging deep industry knowledge of DOL and IRS regulations to ensure compliance. By combining expert advice with hands-on service, we help businesses build retirement plans grounded in integrity, offering financial growth, tax advantages, and stronger employee retention. Our mission is to empower small businesses to provide robust retirement savings tools to their teams while meeting regulatory requirements.
Role Description
This is a full-time, on-site role located in Northeast or Central, OH. The Retirement Plan Consultant will be responsible for assisting clients with plan design, analysis, and compliance for retirement plans. You will work directly with small business clients to provide financial planning solutions and manage defined benefits and contribution plans. Additionally, you will educate clients on retirement planning options and ensure adherence to Department of Labor and IRS guidelines.
Qualifications
- Experience in Retirement Planning and Financial Planning
- Knowledge of Defined Contribution and Defined Benefit plan design and administration
- Strong familiarity with Finance concepts and regulatory compliance related to retirement plans
- Detail-oriented with the ability to analyze and interpret complex financial information
- Effective communication skills to engage with clients and explain retirement solutions
- Ability to manage multiple projects and prioritize tasks in a fast-paced environment
- Professional certification (e.g., CFP, QPA, CRPS) is a plus
- Bachelor’s degree in Finance, Business Administration, or a related field