Retirement Plan Specialist

With over 30+ years in the insurance brokerage industry, The CIP Group has a long standing commitment to providing top quality services to our clients, including fully integrated employee benefits, retirement plans, executive incentive programs, administrative services and HR solutions. Our in-depth knowledge, industry experience and personalized services enable our clients to attract, retain and motivate their employees through carefully designed and professionally administered group welfare benefit plans.

Our business is growing and we’re seeking individuals for Retirement Plan Specialist roles to drive retirement plan designs for our clients.


  • Recommend appropriate changes to retirement plan designs and administrations features based on industry trends and regulatory compliance
  • Partner with client’s third party administrators to implement approved plan changes
  • Support the creation and implementation of communication strategies and materials for client employees
  • Prepare plan reviews and materials for trustee and investment committee meetings to fulfill fiduciary responsibilities
  • Collect, manage and ensure client filers are updated, including relevant plan documents and policies
  • Own general client and specific projects, i.e. de-conversions, plan amendments, profit sharing contributions, Safe Harbor campaigns, distributions, loans, rollovers, vesting, statements and daily questions
  • Report weekly to management, summarizing account management, investment committee meetings, client concerns and sales opportunities
  • Develop new business opportunities through referrals, client contacts, marketing campaigns, cold calling and networking


  • Bachelor’s Degree
  • Fi360 experience
  • 5+ years of relevant work history
  • Series 6,7 and/or 66 FINRA license
  • Life, Accident and Health license will be required 3 months after being hired
  • Proficiency with Morningstar, RedTail, Asset Map, Microsoft Office
  • Relationship Management and Customer Service Focus

How to apply

Email resume and cover letter to: or apply directly HERE