Sr. Retirement Plan Consultant
J
JobgetherRetirement Services
Based in United StatesFull-TimeSenior
Salary$80,000–$100,000
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Job Details
- Experience
- 5–7+ years
- Required Skills
- Project ManagementClient relationship management
Requirements
- 5–7+ years of full-cycle (A–Z) qualified retirement plan administration experience.
- Demonstrated expertise managing complex defined contribution retirement plans with increasing technical responsibility.
- Experience with MEP/PEP plans is strongly preferred.
- Strong knowledge of retirement plan compliance regulations, testing requirements, and government filing processes.
- ASPPA QKA designation is strongly preferred.
- Excellent client relationship management, communication, and consulting skills.
- Strong analytical, organizational, and project management abilities.
- Solid mathematical and accounting aptitude with the ability to interpret complex plan data.
- Ability to work independently in a fast-paced remote environment.
- Strong problem-solving skills and a commitment to delivering high-quality client outcomes.
Responsibilities
- Manage a portfolio of approximately 65–75 qualified retirement plans, overseeing full-cycle administration from implementation through ongoing compliance support.
- Perform annual compliance testing, including ADP/ACP, Top Heavy, 410(b), 401(a)(4), 414(s), Benefits, Rights & Features (BRF), and other nondiscrimination testing.
- Coordinate annual valuations and gather year-end census information in partnership with actuarial teams for Cash Balance and Defined Benefit plans.
- Prepare and deliver retirement plan documentation, including Annual Valuation Reports, participant statements, Form 5500 filings, and client communications.
- Process participant transactions, including distributions, loans, hardships, rollovers, and required plan amendments.
- Prepare and file regulatory documentation, including Forms 5500, 8955-SSA, and 5330.
- Perform trust accounting activities for pooled investment accounts and self-directed brokerage accounts.
- Analyze Controlled Group and Affiliated Service Group structures to determine compliance implications.
- Import, validate, and reconcile participant census and financial data.
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