Retirement Plan Consultant
Location: Remote
Employment Type: Full-Time
About the Opportunity
- Are you an experienced retirement plan professional looking to grow your career with a collaborative, service-driven organization?
- We are seeking a Retirement Plan Consultant who thrives on solving complex retirement plan challenges, delivering exceptional client service, and partnering with a team of experienced retirement professionals.
- In this role, you will serve as a subject matter expert for qualified retirement plans, providing technical guidance, ensuring compliance, and supporting both internal teams and external clients.
- This is an outstanding opportunity for someone with strong 401(k) administration experience who enjoys balancing technical expertise with relationship management.
What You'll Do
As a Retirement Plan Consultant, you will:
- Serve as the subject matter expert on complex retirement plan administration and compliance matters.
- Perform quality control reviews for a portfolio of up to 200 small and mid-sized retirement plans.
- Prepare and review year-end compliance projects for assigned plans.
- Complete and review compliance testing, trust accounting, eligibility, and contribution calculations.
- Prepare and review Form 5500 filings, including plans requiring audits.
- Research and resolve complex ERISA and retirement plan compliance questions.
- Review escalated participant distributions and plan transactions.
- Assist with specialized projects, including missed deferral calculations and plan corrections.
- Partner with Client Service Managers, Plan Sponsors, and Plan Administrators to resolve technical issues and ensure timely project completion.
- Collaborate with colleagues to improve departmental processes and operational efficiencies.
- Support departmental and company performance goals while delivering exceptional client service.
What We're Looking For
Required Qualifications
- Minimum of 3 years of retirement plan administration experience.
- Thorough understanding of 401(k) and qualified retirement plan compliance.
- Experience with compliance testing, trust accounting, eligibility, employer contribution calculations, and Form 5500 preparation.
- Knowledge of ERISA regulations and retirement plan administration best practices.
- QKA (Qualified 401(k) Administrator) or an equivalent retirement plan credential.
- Strong organizational, analytical, and problem-solving skills.
- Excellent written and verbal communication skills.
- Ability to manage multiple priorities while maintaining exceptional attention to detail.
- Self-motivated with a collaborative, client-focused approach.
Preferred Qualifications
- Bachelor's degree.
- Experience using Relius retirement plan administration software.
- Understanding of daily retirement plan recordkeeping processes.
- Passion for delivering outstanding client service.
Why Join Us?
- You'll become part of a team that values collaboration, innovation, continuous improvement, and exceptional service.
- This role offers the opportunity to expand your technical expertise while making a meaningful impact by helping clients successfully manage their retirement plans.
Benefits
- Remote work opportunity
- 401(k) with a fully vested 5% employer match
- Company-paid employee health insurance
- Generous Paid Time Off
- Collaborative, supportive team culture
- Opportunities for professional growth and continued learning
Apply Today
- If you have a strong background in retirement plan administration, enjoy solving complex compliance challenges, and are passionate about delivering exceptional client service, we'd love to hear from you.
- Apply today and take the next step in your retirement services career.