Retirement Plan Account Executive/Consultant
CPS Inc, Simsbury, CT, United States
Retirement Plan Account Executive/Consultant
Location: In Office/Hybrid – Simsbury, CT
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Position Overview: We are seeking an experienced Retirement Plan Account Executive to support employer-sponsored retirement plans by working closely with plan sponsors and their participants. This role includes conducting plan reviews, providing strategic consulting on plan design and compliance, supporting fund analysis, and assisting with client education and engagement.
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Key Responsibilities:
Manage relationships with plan sponsors and their employees, delivering ongoing retirement plan support and guidance
Conduct annual and periodic plan reviews, offering strategic recommendations for improvement
Advise on plan design, compliance challenges, and corrective strategies (including failed testing)
Review and evaluate fund line-ups and performance against benchmarks
Perform fee benchmarking to ensure plans remain competitively priced
Assist with client onboarding, education sessions, and finalist presentations
Collaborate with internal teams on reporting, plan operations, and participant services
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Qualifications:
5+ years of experience in 401k plan relationship management, client service, or investment consulting
Solid understanding of 401(k) plan design, compliance and ERISA-related issues
Experience with fund analysis, performance evaluation, and benchmarking
Strong client-facing communication and presentation skills
Ability to manage multiple client relationships and prioritize independently
FINRA Series 6 or 7, and Series 65 or 66 required
Benefits:
Health, dental, and vision insurance
401(k) plan with employer match
Paid time off and holidays
Salary: $70,000 - $120,000 based on experience
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Location: In Office/Hybrid – Simsbury, CT
---
Position Overview: We are seeking an experienced Retirement Plan Account Executive to support employer-sponsored retirement plans by working closely with plan sponsors and their participants. This role includes conducting plan reviews, providing strategic consulting on plan design and compliance, supporting fund analysis, and assisting with client education and engagement.
---
Key Responsibilities:
Manage relationships with plan sponsors and their employees, delivering ongoing retirement plan support and guidance
Conduct annual and periodic plan reviews, offering strategic recommendations for improvement
Advise on plan design, compliance challenges, and corrective strategies (including failed testing)
Review and evaluate fund line-ups and performance against benchmarks
Perform fee benchmarking to ensure plans remain competitively priced
Assist with client onboarding, education sessions, and finalist presentations
Collaborate with internal teams on reporting, plan operations, and participant services
---
Qualifications:
5+ years of experience in 401k plan relationship management, client service, or investment consulting
Solid understanding of 401(k) plan design, compliance and ERISA-related issues
Experience with fund analysis, performance evaluation, and benchmarking
Strong client-facing communication and presentation skills
Ability to manage multiple client relationships and prioritize independently
FINRA Series 6 or 7, and Series 65 or 66 required
Benefits:
Health, dental, and vision insurance
401(k) plan with employer match
Paid time off and holidays
Salary: $70,000 - $120,000 based on experience
#J-18808-Ljbffr