Consultant

• Services corporate client retirement plan accounts on an ongoing basis
• Responsible for a dedicated list of clients as point-of-contact
• Manages and schedules all client deliverables
• Conducts employee enrollment meetings and ongoing education
• Completes and presents Annual Fiduciary Reviews to Plan Trustees
• Interfaces with financial advisors to provide ongoing services
• Consults with plan sponsors on retirement plan design
• Maintains client files on Baird network
• Performs special projects and assignments as required

Retirement Plans Consultant

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