Senior Retirement Plan Consultant, PFS

This is a fully remote position, open to applicants in United States.

📋 Description

• Manage a portfolio of approximately 65–75 qualified retirement plans from start to finish.

• Conduct annual compliance testing, including ADP/ACP, Top Heavy, 410(b), 401(a)(4), 414(s), Benefits, Rights & Features (BRF), and other necessary nondiscrimination assessments.

• Organize annual valuations and gather year-end census data for actuarial partners supporting Cash Balance and Defined Benefit plans.

• Provide contribution options, Annual Valuation Reports (AVRs), participant statements, Form 5500 filings, and client communication related to combo plans in collaboration with the actuarial team.

• Examine and interpret plan documents while suggesting enhancements to plan designs.

• Handle participant transactions, including distributions, loans, hardships, rollovers, and necessary plan amendments.

• Prepare and submit government forms including Forms 5500, 8955-SSA, 5330, and associated compliance documents.

• Carry out trust accounting for both pooled investment accounts and self-directed brokerage accounts.

• Evaluate Controlled Group and Affiliated Service Group ownership structures to establish plan compliance requirements.

• Import, validate, and reconcile participant census and financial information.

• Act as a trustworthy advisor to clients by offering timely insights on operational and compliance issues.

• Other responsibilities as assigned.

⛳️ Requirements

• 5-7+ years of comprehensive (A-Z) experience in qualified retirement plan administration.

• Previous experience with MEP/PEP plans is highly preferred.

• Proven track record of administering intricate defined contribution retirement plans with increasing technical responsibilities.

• Exceptional client relationship management and communication abilities.

• Strong analytical, organizational, and project management skills.

• Detail-oriented with outstanding mathematical and accounting proficiency.

• Capability to work independently in a dynamic remote environment while juggling multiple competing priorities.

• ASPPA QKA designation is highly preferred.

🏝️ Benefits

• Health, dental, vision, life, and disability coverage.

• Flexible Workplace – Hybrid and remote options available for numerous roles.

• Flexible 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.

• Workplace Perks – Incentive bonus programs, flexible hours, & more.