Retirement Plan Education Specialist

Position Overview The Retirement Plan Education Specialist advises clients on all aspects of retirement plans including investments fiduciary responsibility compliance and recordkeeping. Responsible for participant investment education and advice. Responsibilities Discuss plan investment offerings with the context of appropriate asset allocation models and historical investment performance Facilitate regular employee education meetings with retirement plan participants in large group settings as well as individuals over the phone. Conduct one-on-one meetings with participants to review their financial situation and provide recommendations. Develop and maintain employee education curriculum. Meet with selective plan trustees to discuss aspects of company s employee education. Depending on experience ...read moreApply NowCompany

06-07-2024 UNITED STATES, Lake Oswego, OR

Category: Employment & Jobs

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