Retirement Plan Consultant

We are an administration and consulting firm that supports retirement plans and employee benefits in the United States, primarily serving elderly populations. We are seeking a detail-oriented, analytical, and results-driven specialist with experience in U.S. retirement plans and insurance processes, focused on delivering high-quality service.

**Key Responsibilities **

• Manage processes related to retirement plans, including:

• 401(k)

• Profit Sharing

• Cash Balance

• Defined Benefit

• Perform benefit verification and eligibility checks with U.S. insurance providers

• Handle authorizations and pre-certifications with insurance companies

• Calculate cost and contribution estimates

• Analyze and validate client information (census data)

• Execute tasks related to regulatory compliance

• Assist in the preparation of regulatory reports and forms (Form 5500, 5330, 8955)

• Identify errors and maintain a quality standard of 95%+ accuracy (QA)

• Track processes and ensure deadlines are consistently met

• Provide timely and professional communication with clients, advisors, and insurance companies

Requirements

• Advanced English proficiency (will be evaluated throughout the process)

• Experience with U.S. retirement plans or employee benefits

• Experience in benefit verification, authorizations, or insurance processes (healthcare or related fields preferred)

• Advanced or bilingual English (required due to interaction with U.S. stakeholders)

• Advanced Excel skills (data analysis, calculations, data management)

• Strong attention to detail and analytical skills

• Ability to manage multiple cases simultaneously and meet deadlines

• Excellent written communication skills

 

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