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Retirement Plan Consultant

ConsultantConsultantFull TimeRemoteTeam 201-500Since 1987H1B No SponsorCompany Site LinkedIn

Location

United States

Posted

40 days ago

Salary

$65K - $85K / year

Bachelor Degree3 yrs expEnglish

Job Description

• Service a book of clients supporting their retirement plan administration and recordkeeping • Communicate with clients and oversee recordkeeping tasks • Prepare valuation reports and conduct compliance testing • Develop and maintain strong customer relationships across many different industries • Answer a variety of client questions related to retirement plan administration • Perform yearly compliance testing and annual valuations for qualified retirement plans • Collaborate internally and externally to facilitate the responsible handling of plan assets

Job Requirements

At least 3 years of experience working in defined contribution plan administration with Third Party Administrator focus
Intermediate to advanced knowledge of Microsoft Excel including the use of formulas
Experience with Relius Administration software preferred
ASPPA Qualified 401(k) Administrator (QKA) or higher credential preferred

Benefits

Flexible work schedules, including remote and hybrid options
Parental leave and family care programs
Mental health resources
Tuition reimbursement program
Generous time off policies, including unlimited Flexible Time Off after 2 years of service
Employee events (holiday parties, summer cookouts, wellness days, etc.)
Free guidance from a Financial Planner
Sentinel Recharge (four-week paid sabbatical after 10 years of service)