Retirement Plan Consultant

Job Summary

Managing a portfolio of clients, the full-time Retirement Plan Consultant will oversee retirement plan administration and compliance, providing proactive service and support while working remotely.

Key responsibilities

• Serve as the primary contact for clients, delivering relationship-driven service and addressing inquiries related to retirement plan administration
• Perform annual compliance testing and valuations for qualified retirement plans to ensure adherence to IRS requirements
• Collaborate with internal and external partners to coordinate deliverables and support effective client service

Required qualifications

• At least 3 years of experience in defined contribution plan administration with a focus on Third Party Administration
• Experience with various retirement plan types, including 401(k) and 403(b) plans
• Proficiency in performing retirement plan compliance testing and communicating results to stakeholders
• Intermediate to advanced knowledge of Microsoft Excel and the ability to learn new software platforms
• Progress toward the ASPPA Qualified 401(k) Administrator (QKA) designation is preferred