• Responsible for retirement plan asset retention and client satisfaction for assigned clients with 401(k) plans, DB or MEP plans • Handles relationship management through required client visits and proactive phone contact • Represents the company in retention situations and new sales, including formal presentations for the purpose of maintaining, retaining, and gathering retirement program assets to drive profitability and help participants achieve retirement readiness • Conduct required number of annual plan reviews, investment reviews and service meetings with clients and brokers • Bring consultative elements to relationships with the goal of enhancing client, advisor and TPA loyalty • Serve as the escalation point for resolution of non-routine issues related to service, including researching and identifying the root cause, designing a strategy to resolve issues and managing resources to resolution • Consult with clients and brokers on qualified plan design issues • Interpret and explain plan provisions to accomplish client goals