allworthfinancial
Retirement Plan Services Advisor
At a Glance
- Location
- Folsom, California, United States
- Experience
- 5+ years
- Posted
- 2026-03-31T13:07:40-04:00
Key Requirements
Required Skills
Domain Knowledge
- Finance
- Healthcare
- Insurance
- Medical
- Regulatory
Benefits & Perks
lifornia associates Dental insurance with MetLife Vision insurance with VSP
Requirements
Strong knowledge of ERISA and fiduciary standards.
Keep current with industry and regulatory changes.
Experience with Salesforce a plus.
Medical: Blue Shield (PPOs and HDHP with HSA) plans and Kaiser (HMO) plans for California associates
Dental insurance with MetLife
Vision insurance with VSP
Responsibilities
Conduct annual investment reviews with plan committees and plan sponsors.
Conduct both in-person and remote group/individual participant education meetings.
Assist in preparing various client reports when necessary.
Possess a working knowledge of ERISA regulations and Fiduciary responsibilities.
Provide fiduciary advice to Plan Sponsors and Plan Administrators
Manage vender searches and prepare proposals.