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Carrot Peelers, Sales, Personality and Your Job Search
In-House
Attorney
Corporate
Litigation - Whistleblower - CFTC
Min 5 yrs required
Consultant 3 - QRP Emphasis Duties: Providing consulting services to clients through technical access service, providing in-house consulting, conducting seminars, technical research, analysis and special projects. Answer 1-800 QRP queues. Answer Helpdesk queues. Answer Advanced Helpdesk queues. Conduct Peer Call Reviews. Conduct presentations at the ERISA technical consulting meeting or other internal ERISA department training. Conduct internal advanced ERISA technical training (e.g., Advanced ERISA Focus Classes, live ERISA Edge). Conduct QRP seminars and webinars. Conduct Fall Forum training. Design, write, and update advanced internal or external training modules. Legal Retirement Plan Document Drafting. Demonstrate advanced knowledge of retirement plan documents. Draft or update qualified retirement plan forms or notices for use by financial organizations, sponsors and practitioners. Employer Level QRP Document Drafting. Audit employer level qualified retirement plan document preparation. Propose customized text for employer level qualified retirement plan document preparation. Employer Plan Document Reviews. Audit and map prototype document for application in Plan Services Group/Document Compliance Services. Review, audit and map volume submitter plan documents for application in Plan Services Group/Document Compliance Services. Audit and map specialty plan document and complex individually designed plans for application in Plan Services Group/Document Compliance Services. Independently conduct QRP compliance audits. Demonstrate advanced knowledge of RPS or PSG policy and procedures. Fee-for-Service Engagements (Corrections, Controlled Group Determinations, Determination Letter Filings). Independently perform fee-for-service engagements. Independently perform advanced external fee-for-service consultations. Special Projects (IT, project management). Work independently to act as subject matter expert for department/interdepartment projects. Independently manage small to medium size projects. Assist with research and response to legal or other disputes. Complete advanced QRP research projects and present advanced QRP research findings. Write articles for publication in industry journals and publications. Analyze and interpret significant legislative, statutory, regulatory, or case law guidance. Determine the impact significant legislation, regulatory or case law guidance has to the retirement plan community and/or products, services, and/or systems. Retirement Technical Knowledge (QRP and specialty plans (e.g., 403(b0, 457, DB, Cash Balance, ESOP, non-qualified, 409A)). Demonstrate an advanced knowledge of QRP and 403(b). Demonstrate a functional knowledge of 457 plans. Demonstrate basic knowledge of the retirement industry including the applicable regulatory agencies (e.g., DOL and IRS). Demonstrate basic knowledge of investment options in retirement plans (e.g., mutual funds, annuities and ETFs) and the associated regulatory agencies (e.g., SEC, FINRA, NAFCU, FDIC, OCC, OTS). Demonstrate a basic knowledge of certain ancillary laws (e.g., securities, estate planning, banking, social security, Medicare, bankruptcy, e-sign). Enhance technical and industry knowledge by attending continuing education classes. Successfully mentor Consultant 2 – QRP Emphasis associates. Meet department service level standards. Perform other duties and projects as assigned. Cross-train into Consultant 2 – IRA Emphasis.
Qualification and Experience
Requirements: CRSP, CFP, CTFA, CFA, CEBS preferred. Insurance or securities licenses preferred. Bachelor’s degree in business, finance, accounting or a related field. CPA, MBA, JD or PMP preferred. 5 years of experience or 7 years industry experience. Demonstrate intermediate proficiency in Outlook and MS Office software applications, specifically Word, Excel, and Power Point.
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