Senior Retirement Plan Consultant

Job Summary

Managing a portfolio of approximately 65-75 qualified retirement plans, the fully remote Senior Retirement Plan Consultant will administer plans from A-Z, perform annual compliance testing, and serve as a trusted advisor to clients, with preference given to candidates in the Eastern and Central time zones.

Key Responsibilities

• Administer a portfolio of qualified retirement plans, ensuring compliance and accuracy in all aspects
• Perform annual compliance testing and coordinate with actuarial partners for valuations
• Deliver client communications and process participant transactions related to retirement plans

Required Qualifications

• 5-7+ years of full-cycle qualified retirement plan administration experience
• Prior experience with MEP/PEP plans strongly preferred
• Demonstrated experience administering complex defined contribution retirement plans
• ASPPA QKA designation strongly preferred
• Ability to work independently in a fast-paced remote environment