Retirement Plan Coordinator or Retirement Plan Consultant

We are seeking a detail-oriented professional who is passionate about continuous learning, business growth, and long-term career development to join our Retirement Plan Consulting Team.

Requirements

• Partner with consultants, advisors, and the Investment Committee to deliver fiduciary oversight, plan governance, and strategic consulting.
• Prepare and participate in client meetings, including fiduciary reviews, benchmarking, compliance discussions, and participant education sessions.
• Manage meeting logistics, take detailed notes, track follow-up items, and ensure accountability across internal and external partners.

Benefits

• Company match 401(k) plan
• Education reimbursement
• Voluntary dental, and vision insurances
• 8 weeks paid maternity, paternity leave
• 2 weeks Paid Time Off
• Part-time remote work opportunities