Job Description
Job Overview
Compensation: $85,000 – $120,000/year + bonus. Location: Raleigh, NC. Schedule: Monday to Friday (Hybrid).
Responsibilities
Client Management: Lead relationships with 401(k), 403(b), and other institutional retirement plan clients, ensuring exceptional service and strategic oversight.
Plan Governance: Conduct fiduciary and compliance reviews, deliver best‑practice recommendations, and guide plan committees through governance processes.
Investment Oversight: Manage quarterly investment reviews, monitor fund performance, and ensure alignment with the Investment Policy Statement (IPS).
Plan Design & Optimization: Advise plan sponsors on design improvements, cost efficiency, and participation strategies to enhance retirement outcomes.
Fiduciary Leadership: Serve in a 3(21) or 3(38) fiduciary capacity, maintaining compliance with ERISA and DOL regulations.
Participant Engagement: Oversee education initiatives, ma...
Compensation: $85,000 – $120,000/year + bonus. Location: Raleigh, NC. Schedule: Monday to Friday (Hybrid).
Responsibilities
Client Management: Lead relationships with 401(k), 403(b), and other institutional retirement plan clients, ensuring exceptional service and strategic oversight.
Plan Governance: Conduct fiduciary and compliance reviews, deliver best‑practice recommendations, and guide plan committees through governance processes.
Investment Oversight: Manage quarterly investment reviews, monitor fund performance, and ensure alignment with the Investment Policy Statement (IPS).
Plan Design & Optimization: Advise plan sponsors on design improvements, cost efficiency, and participation strategies to enhance retirement outcomes.
Fiduciary Leadership: Serve in a 3(21) or 3(38) fiduciary capacity, maintaining compliance with ERISA and DOL regulations.
Participant Engagement: Oversee education initiatives, ma...
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