Retirement Plan Consultant
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Job Summary
Managing a caseload of 130-150 Defined Benefit/Cash Balance/401(k) Combo Plans, the full-time Retirement Plan Consultant will ensure compliance with DOL and IRS requirements, prepare annual compliance testing, and serve as the primary contact for clients in a fully remote environment.
Key responsibilities
- Oversee day-to-day management of assigned retirement plans, ensuring compliance with regulations
- Prepare and review 401(k) Plan Trust Accounting and conduct annual compliance testing
- Collaborate with Actuarial Analysts and Consulting Actuaries to support client needs
Required qualifications
- High school diploma or GED required; Bachelor's degree preferred
- 3+ years of experience in the retirement industry, particularly in financial services operations
- Knowledge of 401(k) Plan Compliance testing and experience with Cash Balance and Defined Benefit Plans
- Proficiency with ASC software or equivalent software (e.g., Datair)
- Willingness to obtain ASPPA QKA designation or NIPA equivalent
Complete Job Description
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