SageView Advisory Group seeks Retirement Plan Consultant

Location: Boston 

For more information please contact: 

Stephen Popper, QPFC, AIF®

Managing Director | SageView Advisory Group

114 State Street, Suite 501

Boston, MA 02109 |

Direct 617.982.7250

 

 Responsibilities

  • Provide client service and plan level consulting to 10-15 retirement plan sponsors (“client”)
  • Partner with client’s HR and Benefits team members
  • Partner with client’s recordkeeper vendor team members
  • Facilitate fiduciary governance and oversight process for client including:
    • Meeting with Retirement or Investment Committee members
    • Preparing meeting materials
    • Record and draft client meeting minutes
    • Reviewing recordkeeper reports and translating statistics
  • Consult on employee education and communication strategies
  • Ability to conduct plan education to employees
  • Market services offered by SageView
  • Prepare various reports and presentations
  • Update quarterly reporting database regularly
  • Schedule travel and manage expense reporting
  • Professionally administer incoming calls and provide assistance to clients and their employees

Qualifications

  • Must have excellent communications skills
  • Must have a positive attitude, a willingness to assist others and ability to work in a team environment
  • Must be organized and detail-oriented, as well as be able to multi-task
  • 5-10 years of prior experience in recordkeeping, preferable operations, implementation, compliance
  • Intermediate knowledge of Microsoft Office Suite, particular emphasis on Excel and PowerPoint
  • Bachelor’s or 4-year college degree