Remote Consultant for Retirement Plan Administration

Job Title: Retirement Plan Administration Consultant - Remote

Job Overview

We are in search of a meticulous and committed Retirement Plan Administration Consultant to enhance our dedicated team. This full-time position is perfect for seasoned 401(k) plan administrators eager to elevate their careers within a growing and esteemed organization. In this capacity, you will be the primary liaison for a diverse portfolio of clients, providing outstanding service and ensuring the successful execution of crucial tasks.

About Us

Our firm stands as a leading professional services provider specializing in third-party retirement plan administration for organizations sponsoring Employee Stock Ownership Plans (ESOPs) and 401(k) Plans. As one of the top two firms in the nation for ESOP recordkeeping and administration, we are on an exciting trajectory of growth and are seeking team members ready to contribute to our ongoing success and reputation.

Key Responsibilities

• Act as the primary contact for clients, addressing inquiries and providing continuous support.
• Deliver insights for plan enhancements and assist clients in grasping their retirement options.
• Facilitate the onboarding process for new clients, ensuring a seamless transition to our services.
• Conduct essential compliance testing for plans, including coverage and nondiscrimination assessments.
• Compute employer contributions and reconcile trust accounts to maintain precision.
• Generate government reports, compliance documentation, and other requisite materials.
• Interpret plan document provisions and liaise effectively with financial advisors, auditors, attorneys, and payroll teams.
• Maintain up-to-date knowledge of retirement plan regulations through ongoing research and professional development.
• Process various transactions including loans, distributions, and QDROs.
• Identify and enact improvement opportunities within the organization.
• Collaborate in cross-functional teams to refine processes and enhance deliverables.
  
  

Required Skills

• Exceptional customer service aptitude with a genuine passion for assisting others.
• Strong proficiency in accounting, mathematics, and analytical functions.
• Proven capability to meet deadlines while juggling multiple priorities.
• A strong commitment to professional development and ongoing education.
• Excellent organizational skills complemented by a high level of attention to detail.
  
  

Qualifications

• Minimum of 2 years of experience specifically in 401(k) plan administration, including compliance testing.
• Bachelor's degree in Accounting, Finance, Math, Economics, or Statistics is preferred.
• Possession or pursuit of professional certifications such as QPA, QKA, AKS, or APA is highly advantageous.
• Proficient in Microsoft Word and possess advanced Excel skills.
  
  

Career Growth Opportunities

We are dedicated to your professional advancement through educational support and certification assistance. You will have the opportunity to take on additional responsibilities and projects that foster personal and professional growth.

Compensation And Benefits

• Competitive compensation package with comprehensive benefits, including health, dental, vision, and life insurance.
• Flexible spending accounts (FSA) and health savings accounts (HSA) with company contributions.
• 401(k) plan with company matching.
• Generous paid time off and parental leave.
• Opportunities for community involvement through charitable activities and volunteer efforts.
• A vibrant company culture that values both hard work and fun, with virtual gatherings and celebrations.
  
  

Equal Opportunity Employer

We proudly embrace diversity and are an equal opportunity employer. We encourage applicants from all backgrounds to apply and must be authorized to work in the U.S.

Employment Type: Full-Time