Retirement Plan Consultant

Job Summary

Passionate about client service, the full-time Retirement Plan Consultant will manage a caseload of clients, deliver compliance testing results, and consult on plan-related issues in a hybrid work environment.

Key responsibilities:

• Maintain responsibility for client caseload management and serve as the primary contact for assigned clients
• Deliver testing results and year-end packages, ensuring timely compliance corrections and filing of 5500s
• Consult with clients and advisors to develop long-term relationships and resolve compliance issues

Required qualifications:

• At least 3 years of experience in Defined Contribution Plan Administration within a TPA
• Experience with compliance work related to cross-testing and ADP/ACP testing for DC plans
• Ability to calculate profit-sharing contributions using new comparability allocation methods
• Strong organizational skills with the ability to work independently in a fast-paced environment
• Experience with Cash Balance/Defined Benefit Plan Administration is a plus