Securing Financial Futures, From Hire Through Retire

Retirement Plan Consultant

ConsultantConsultantFull TimeRemoteTeam 51-200H1B No SponsorCompany Site LinkedIn

Location

United States

Posted

44 days ago

Salary

$70K - $80K / year

Bachelor Degree3 yrs expEnglish

Job Description

• Support a Senior Consultant with all aspects of annual plan administration. • Perform census scrubs, payroll/data reconciliations, and year-end data reviews. • Prepare and/or assist with annual compliance testing, including ADP/ACP, Top Heavy, 410(b), 415, and other nondiscrimination testing. • Assist with preparation and review of valuation reports and participant statements. • Prepare draft Form 5500 filings and gather supporting documentation. • Communicate with clients regarding data needs, deadlines, and follow-up items in a professional and timely manner. • Assist with participant distribution and loan requests by coordinating with the Operations and Participant Support teams. • Research plan provisions, document requirements, and regulatory questions under the direction of a Senior Consultant. • Maintain accurate records and workflow updates within internal systems. • Stay current on ERISA, IRS, and DOL regulations through internal training and self-study. • Support auditors for plans subject to annual audit by preparing requested documents and schedules. • Collaborate with internal teams to ensure smooth processing of contributions, payroll updates, and compliance items. • Other duties as assigned.

Job Requirements

3-5 years of experience in 401(k) or retirement plan administration (or relevant financial/analytical experience).
Basic understanding of retirement plan operations; familiarity with testing concepts is a plus.
Experience with Relius or other administration systems preferred.
Strong math, analytical, and problem-solving skills.
Excellent attention to detail and organizational skills.
Strong written and verbal communication skills.
Proficiency with Microsoft Excel and Word.
Ability to manage multiple tasks, meet deadlines, and follow detailed procedures.
Self-motivated, proactive, and eager to learn in a fast-paced environment.
ASPPA/NIPA coursework or desire to pursue credentials strongly preferred.

Benefits

Flexible Workplace – Hybrid and remote options available for many roles.
Unlimited PTO – Competitive paid time off, including flexible & unlimited options.
Inclusive Environment – A culture that values diversity, collaboration, and respect.
Growth Opportunities – Support for ongoing learning and career development.
Comprehensive Benefits – Health, dental, vision, life, and disability coverage.
Workplace Perks – Incentive bonus programs, flexible hours, & more.