Note: The job is a remote job and is open to candidates in USA. Blue Ridge Associates is a purpose-driven retirement plan administration firm specializing in ESOP and 401(k) services that help employees build financial security. The Retirement Plan Administration Consultant manages client relationships, performs compliance testing, calculates contributions, prepares regulatory filings, reviews plan transactions, and advises clients on qualified retirement plans.
Responsibilities
- Managing a portfolio of 401(k) client relationships as the primary point of contact
- Performing annual compliance testing (coverage, nondiscrimination, top-heavy, etc.)
- Calculating employer contributions and reconciling trust accounts
- Preparing and filing annual government forms and participant statements
- Completing or reviewing plan transactions such as loans, distributions, RMDs, and QDROs
- Interpreting plan document provisions and recommending improvements
- Collaborating with clients, advisors, auditors, and other service providers
- Staying current on retirement plan regulations through continuing education and research
- Participating in internal process improvement initiatives and team projects
Skills
- 2+ years of direct 401(k) plan administration experience, including compliance testing
- Strong analytical and organizational skills, with an aptitude for math and accounting
- Advanced Excel proficiency and working knowledge of Microsoft Word
- Excellent communication, time management, and client service skills
- Ability to manage multiple priorities independently and meet deadlines
- Enthusiasm for professional development and continuous learning
- Bachelor's degree preferred (ideally in Accounting, Finance, Math, Economics, or Statistics)
- Currently pursuing or holding QKA, QPA, AKS, or APA certification is highly desirable
Benefits
- Remote-first work culture with in-office options (VA, MD, OH, CA, MN)
- Competitive salary & comprehensive benefits (medical, dental, vision, life, disability)
- 401(k) with company match + HSA with company contribution
- Generous PTO for parental leave, vacation, and holiday time
- Support for certifications, association dues, and professional development
- A collaborative and inclusive company culture: happy hours, social events, employee-led committees, and volunteer opportunities
Company Overview