Job Description
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Role Description
- As a Retirement Plan Administration Consultant, you’ll be a key contact for clients navigating the complex world of 401(k) and other qualified retirement plans. You will manage a full portfolio of client relationships, serve as a trusted advisor, and ensure compliance, accuracy, and exceptional service every step of the way.
- Managing a portfolio of 401(k) client relationships as the primary point of contact
- Performing annual compliance testing (coverage, nondiscrimination, top-heavy, etc.)
- Calculating employer contributions and reconciling trust accounts
- Preparing and filing annual government forms and participant statements
- Completing or reviewing plan transactions such as loans, distributions, RMDs, and QDROs
- Interpreting plan document provisions and recommending improvements
- Collaborating with clients, advisors, auditors, and other service providers
- Staying current on retirement plan regulations through continuing education and research
- Participating in internal process improvement initiatives and team projects
- Qualifications
- 2+ years of direct 401(k) plan administration experience, including compliance testing
- Bachelor’s degree preferred (ideally in Accounting, Finance, Math, Economics, or Statistics)
- Strong analytical and organizational skills, with an aptitude for math and accounting
- Advanced Excel proficiency and working knowledge of Microsoft Word
- Excellent communication, time management, and client service skills
- Ability to manage multiple priorities independently and meet deadlines
- Enthusiasm for professional development and continuous learning
- Currently pursuing or holding QKA, QPA, AKS, or APA certification is highly desirable
- Benefits
- Remote-first work culture with in-office options (VA, MD, OH, IL, CA, MN)
- Competitive salary & comprehensive benefits (medical, dental, vision, life, disability)
- 401(k) with company match + HSA with company contribution
- Generous PTO for parental leave, vacation, and holiday time
- Support for certifications, association dues, and professional development
- A collaborative and inclusive company culture: happy hours, social events, employee-led committees, and volunteer opportunities
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