CPS, Inc.
Job Description
Manage a caseload of 401(k) and Cash Balance plans in the small plan market Conduct annual, semi-annual and/or quarterly plan reviews based on client's needs Consult on plan design, fund selection, fund performance reviews, etc. Participate in final sales presentations Lead onboarding of new clients #retirementplan, #401k, #relationshipmanager, #relationshipmanagement, #qualifiedretirementplans, #definedcontribution, #clientrelationshipmanager, #erisa