Plan Consultant

Ubiquity Retirement and Savings is seeking a dedicated Plan Consultant to join our Client Onboarding team. In this role, you will serve as a primary point of contact for new and converting plan sponsors, guiding them through complex plan design decisions and ensuring all documentation accurately reflects their elections.

Key responsibilities

• Lead plan design discussions with clients, explaining eligibility requirements, contribution formulas, and vesting schedules.
• Translate client elections into accurate plan documentation while partnering with the internal Documents team.
• Manage multiple concurrent onboarding and conversion cases, ensuring all timelines and service level agreements are met.
• Identify potential compliance concerns during client consultations and resolve or escalate issues as necessary.
• Maintain accurate case notes and documentation within Salesforce and internal systems to ensure seamless project tracking.

Requirements

• Strong expertise in retirement plan design and industry compliance standards.
• Proven ability to communicate complex plan provisions clearly to clients with varying levels of financial knowledge.
• Exceptional critical thinking and problem-solving skills to handle non-standard plan design situations independently.
• Ability to work effectively within a fully remote environment while maintaining high levels of collaboration.
• Experience managing multiple projects simultaneously with a focus on accuracy and detail.

What we offer

• Comprehensive health, dental, and vision coverage with significant premium support.
• 401(k) retirement plan with a company match of up to 4% of gross annual pay.
• Wellness reimbursement program and a dedicated home office stipend.
• A fully remote work culture that prioritizes flexibility and professional growth.