Serve as the primary point of contact for retirement plan clients, managing compliance, recordkeeping, and plan operations. Provide prompt support to plan sponsors and advisors while maintaining accurate records and fostering client loyalty.
The Regional Sales Director is responsible for generating new retirement plan sales by building and managing relationships with financial advisors within a defined territory. They will serve as a plan design expert, conduct client consultations, and collaborate with internal teams to manage the sales pipeline.
The SoloK Associate will provide service to retirement plan clients and advisors by answering inquiries and managing plan tasks. They will also coordinate operational compliance projects and maintain accurate documentation within the company software.
The ERISA Team Leader will oversee the production of ERISA projects, manage team members, and provide technical support for complex retirement plan matters. They will serve as the primary escalation point for ERISA technical issues and ensure all KPIs and project deadlines are met.
The consultant will manage compliance testing, trust accounting, and Form 5500 filings for small to mid-sized retirement plans. They will also provide expert support to clients and internal teams regarding complex plan administration and regulatory issues.
