Job summary
Job post source
This job is directly from FACTS, Inc.
Job overview
The Retirement Plan Consultant at FACTS, Inc. is responsible for designing, implementing, and administering qualified retirement plans, ensuring compliance and client satisfaction.
Responsibilities and impact
The consultant will consult with clients to understand their retirement plan needs, design and implement various retirement plans, ensure regulatory compliance, provide ongoing client support, prepare reports and testing, and collaborate with professional partners.
Compensation and benefits
The position offers a competitive salary, generous paid time off, comprehensive health, vision, dental, and retirement benefits, professional development opportunities, flexible work schedules, and a business casual dress code.
Experience and skills
Candidates should have an associate's degree in a related field, strong analytical and communication skills, proficiency in Microsoft Office, and relevant experience is preferred but not required as training is provided.
Career development
The job offers professional development and continuing education opportunities to support career growth.
Work environment and culture
FACTS, Inc. promotes a supportive work environment focused on teamwork, collaboration, and offers flexible work schedules with potential remote work options.
Company information
FACTS, Inc. is a third-party administration firm founded in 1974 specializing in retirement plan design and administration, with offices in Indiana.
Job location and travel
The company has offices in Crawfordsville and Plymouth, Indiana, with flexible work options including potential remote work for proven staff.
Unique job features
The role involves working closely with clients and professional partners to manage retirement plans, with opportunities for remote work and a flexible schedule.
Company overview
FACTS, Inc. is a leading provider of education technology and financial solutions, primarily serving K-12 private and faith-based schools across the United States. The company offers products such as tuition management, financial aid assessment, student information systems, and payment processing, generating revenue through software subscriptions and transaction fees. Founded in 1986 and now part of Nelnet, FACTS has grown through both organic expansion and strategic acquisitions, becoming a trusted partner for thousands of schools. Candidates should know that FACTS emphasizes customer service, data security, and continuous innovation in its product offerings. Understanding FACTS’ commitment to supporting educational institutions and families is essential for anyone seeking to join the organization.
How to land this job
Tailor your resume to emphasize your understanding of retirement plan design, implementation, and administration, highlighting familiarity with 401(k), profit sharing, 403(b), and 457 plans.
Showcase your ability to maintain regulatory compliance with federal and state rules such as ERISA, IRS, and DOL regulations, which is critical for this role.
Apply through multiple platforms including the FACTS, Inc. corporate website and LinkedIn to maximize your chances of being noticed for the Retirement Plan Consultant position.
Connect with current employees in the retirement plan or client services divisions at FACTS, Inc. on LinkedIn; start conversations by referencing recent regulatory changes in retirement plans or asking about the team’s approach to client consultation.
Optimize your resume for ATS by incorporating keywords from the job description such as 'retirement plan design,' 'regulatory compliance,' 'client consultation,' and 'plan implementation' to ensure your resume passes automated screenings.
Leverage Jennie Johnson's Power Apply feature to automate tailored applications, find multiple application channels, and identify relevant LinkedIn contacts, allowing you to focus your time on preparing for interviews and networking effectively.
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