Retirement Plan Consultant
New
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Sentinel GroupRetirement Plan Services
United StatesFull-TimeMiddle
Salary65,000 - 85,000 USD per year
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Job Details
- Experience
- At least 3 years
- Required Skills
- Microsoft ExcelClient relationship management
Requirements
- At least 3 years of experience working in defined contribution plan administration with a Third Party Administrator focus.
- Experience supporting a variety of retirement plan types and designs, including 401(k), 403(b), profit sharing, non-qualified, and defined benefit plans.
- Experience performing retirement plan compliance testing and communicating results to key stakeholders.
- Intermediate to advanced knowledge of Microsoft Excel, including formulas.
- Strong analytical, problem-solving, organization, and time-management skills.
- Strong written and verbal communication skills.
- Experience with Relius Administration software preferred.
- Progress toward the ASPPA Qualified 401(k) Administrator (QKA) designation, or interest in pursuing the credential, is preferred.
Responsibilities
- Serve as the primary day-to-day contact for an assigned group of clients, delivering proactive, reliable, and relationship-driven service.
- Perform annual compliance testing and valuations for qualified retirement plans to help ensure adherence to IRS requirements.
- Calculate projected and actual employer contributions, including matching, safe harbor, and profit sharing.
- Review and interpret retirement plan documents, amendments, and summary plan descriptions to support accurate administration.
- Oversee and coordinate recordkeeping and administrative tasks tied to the ongoing service of assigned plans.
- Communicate technical retirement plan concepts and testing results clearly to clients and stakeholders.
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