Qualified Retirement Plan Specialist

Our client in the construction and engineering industry is looking for a Qualified Retirement Plan Specialist to join their team in Contra Costa County


Job Description:

  • Build and maintain valued relationships with clients and their key decision makers
  • Act as the day-to-day contact
  • Provide ongoing professional guidance and oversight of client retirement plans
  • Lead client implementations and service provider conversions
  • Prepare quarterly investment review analysis and provide to client
  • Perform periodic Investment Review meetings, in person and via telephone
  • Complete and present reviews of investments, provider benchmarking and fee analyses
  • Recommend investment changes, as appropriate
  • Consult with Plan Sponsors on plan provisions/design options
  • Manage relationships with retirement plan providers and their service teams



  • FINRA Series 65 or 66 license
  • Proficient with the Microsoft Office Suite, including strong Excel and ERP system skills
  • Strong analytical, problem-solving and organization skills
  • Excellent verbal, written and interpersonal communication skills
  • Able to communicate with professionals at all levels
  • Able to work independently and take initiative
  • Able to adapt to changing priorities
  • Able to work on multiple projects with accuracy and efficiency, while keeping to deadlines
  • Detail-oriented
  • A team player
  • Strong work ethic



  • Bachelor’s degree in related field and a minimum of 5 years’ relevant experience

Ref #35243

Dora DangQualified Retirement Plan Specialist