SUMMARY: The purpose of this position is to manage the relationship between BCG and its clients (brokers, plan sponsors, participants, mutual fund contacts, trustees) via phone, email and/or face-to-face. Type of plans to be managed by an employee in this position would consist of, but is not limited to, the following: 401(k), Profit Sharing Only, Money Purchase & Safe Harbor. Case Load: 150-250 a...
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