Job Description Position Summary: Personal Investment and Retirement Consulting (PIRC) provides services in the areas of: retirement planning, education planning, investment strategies, review of investment options, quantifying goals, developing customized asset allocations, assessing tolerance for risk, individual retirement account funding/withdrawal/rollover options, retirement plan distribution options/strategies, written retirement plans/review, Social Security, Medicare, and general tax, estate and insurance issues. Responsible for preparing individual written asset allocation and retirement plans for subsequent discussion with employees and executives of member organizations (participants). Responds to requests generated through member contact servi
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