Retirement Plan Consultant

This position could work in either the Fairview Park Office, the Dublin Office, or remotely in Ohio or Pennsylvania. The opportunity to work remotely will be based on level of experience.

Review, analyze and amend Defined Contribution plans and prepare summary plan descriptions, reports and recommendations. Prepare and submit required government reports and document filings as necessary. Additionally, this role is responsible for preparing reports and presentations for clients, preparing loan documents and amortization schedules and tracking loan payments.