Retirement Consultant

We are looking for an experienced Retirement Plan Consultant on a project basis for a top ten global accounting firm. This role is fully remote and expected to conclude in 6 months.

About the role

Talent Shift, LLC is a marketplace that matches professionals with projects at dynamic companies across the globe, including exciting opportunities in advisory, assurance, and tax. Our community is cultivated by a team of dedicated professionals working to help clients navigate hybrid workforce strategies and connect contract workers with projects they love. Talent Shift, LLC is a subsidiary of Forvis Mazars, LLP.

Responsibilities

• Advise on 401(k) retirement plans, explaining rules, contribution strategies, and distribution options.
• Analyze account data and resolve concerns regarding plan eligibility, loans, and withdrawals.
• Prepare and execute mail merge documents for participant notices, plan communications, and client deliverables.
• Utilize Excel tools such as pivot tables and VLOOKUPs to organize, reconcile, and analyze participant and plan-level data.

Requirements

• Bachelor’s degree or higher in accounting, finance, or other related fields.
• 2+ years of relevant retirement plan account administration experience.
• Experience with 401(k) plans.
• Must reside in the continental U.S.
• Must be legally authorized to work in the United States now and in the future. Verification of employment eligibility will be required at the time of hire. Visa sponsorship is not available for this position.

Pay

The salary range for this role varies by location as follows:

• Colorado: $70,000 – $90,000
• California: $75,000 – $95,000
• New York: $75,000 – $95,000
• Maryland: $70,000 – $90,000
• Massachusetts: $75,000 – $95,000
• Illinois: $70,000 – $90,000
• New Jersey: $75,000 – $95,000
• Vermont: $70,000 – $90,000
• Washington: $75,000 – $95,000

The salary will be based on the experience, education, and skill set of the individual for the position. Total compensation and benefits consist of salary, group health plan benefits, 401(K), profit-sharing contributions, flexible time off, and parental leave. Non-exempt positions will be eligible for overtime pay at a rate of one and a half times the hourly rate for any hours worked over 40 in a work week.

Schedule

This is a fully remote, project-based role expected to conclude in 6 months.

Benefits

• Group health plan benefits (medical, dental, vision, tax-savings plans where applicable).
• 401(K) and profit-sharing contributions.
• Flexible time off, holidays, and parental leave.