Retirement Plan Consultant Retirement Plan Consultant …

Cetera Financial Group
in Saranap, CA, United States
Permanent, Full time
Be the first to apply
Cetera Financial Group
in Saranap, CA, United States
Permanent, Full time
Be the first to apply
Retirement Plan Consultant
Retirement Plan Consultant What we need: Cetera Financial Group is currently seeking a Retirement Plan Consultant for our office in Walnut Creek, CA.  This is a unique opportunity to build relationships with clients and use your understanding of them to contribute to the next client innovation. What you will do:
  • Provide consulting to CPAs, advisors and clients on a variety of pension related topics
  • Manage case load independently, meeting all deadlines for assigned cases
  • Return phone calls and emails on a timely basis, complying with our 4/24 policy 
  • Review annual client data, including census
  • Prepare contribution computations 
  • Perform compliance testing 
  • Prepare annual reports using ASC pension software
  • Prepare Form 5500 and all applicable schedules
  • Comply with our CRM program Pension Pro/Workflow to ensure accurate and timely project flow
What you need to have:
  • 5+ years of third party administration experience
  • 5+ years of defined contribution plan administration including all facets of compliance testing, contribution computation, IRS Form 5500 preparation and all related schedules
  • 5+ years of managing case load from beginning to end
  • Demonstrated ability to interpret plan documents and amendments

Really catch our eyewith:

  • 1+ year of experience with ASC Val and/or ASC 5500
  • 1+ year of defined benefit plan experience
  • NIPA or ASPPA pension designation 

What we give you inreturn:

Our competitive Healthprogram offers a comprehensive benefits package that supports healthylifestyles, preventative care and helps to protect against hardship. Ourretirement plan offers our employees the opportunity to plan ahead for a strongfinancial future well beyond their working years. 

About Cetera FinancialGroup:

(Cetera) is a leading financialadvice firm. It empowers the delivery of an Advice-Centric Experience® toindividuals, families and businesses across the country through independentfinancial advisors as well as trusted tax professionals and banks and creditunions.

Comprehensiveservices include: wealth management solutions, retirement plan solutions,advisory services, practice management support, innovative technology,marketing guidance, regulatory support, and market research.

"" refersto the network of independent retail firms encompassing, among others, , , Cetera Investment Services LLC (marketed as or ),, and Inc. All firms are members FINRA / SIPC.

Cetera Financial Group is committed to providing an equalemployment opportunity for all applicants and employees. For us, this is theonly acceptable way to do business. Accordingly, all employment decisions atthe Cetera Financial Group, including those relating to hiring, promotion,transfers, benefits, compensation, and placement, will be made without regardto race, color, ancestry, national origin, citizenship, age, physical and/ormental disability, medical condition, pregnancy, genetic characteristics,religion, religious dress and/or grooming, gender, gender identity, genderexpression, sexual orientation, marital status, U.S. military status, politicalaffiliation, or any other class protected by state and/or federal law.

Please Note: Cetera does not accept unsolicited Agencyresumes. Any unsolicited resumes received from Agencies will be consideredproperty of Cetera unless specifically requested by Human Resources.  Unsolicitedresumes will be ineligible for referral fees.

Please review our  for further details on whatinformation we collect and the purposes for collection.

Primary Location: United States
Work Locations:
Job: Investment Solutions
Organization: Cetera Financial Group
Schedule: Full-time
Job Posting: Sep 11, 2020, 10:22:33 PM
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