Retirement Consultant

The Retirement Consultant (RC) works as a member of a broader team with a collaborative culture, responsible for over $3.5B in annual asset retention, including IRA rollover flows through educating and helping 401(k) participants who are terminating or retiring make good decisions about what to do with their retirement assets. This involves educating, guiding and helping terminating and retiring participants understand the variety of options available to them so they can make informed decisions…