Retirement Plan Consultant

Job Summary

Managing all aspects of ERISA compliance for qualified retirement plans, the fully remote Retirement Plan Consultant will focus on Form 5500 filings, annual testing, and regulatory reporting while supporting clients and internal teams with complex plan administration needs.

Key Responsibilities:

• Prepare, review, and file annual Form 5500 returns and related schedules
• Conduct annual nondiscrimination testing (ADP/ACP, top-heavy, coverage, etc.)
• Interpret and apply ERISA, IRS, and DOL regulations to retirement plans

Required Qualifications:

• 3-7 years of experience in ERISA compliance, Non-Discrimination Testing, and Form 5500 preparation
• Experience with FT William software in compliance and 5500 modules
• In-depth understanding of IRS and DOL regulations related to qualified plans
• ASPPA or CEBS designation (QKA, QPA, or CPC) strongly desirable
• Strong analytical, organizational, and Excel skills