Retirement Plan Administration Consultant

Responsibilities

• Manage a portfolio of 401(k) client relationships as the primary point of contact
• Perform annual compliance testing (coverage, nondiscrimination, top-heavy, etc.)
• Calculate employer contributions and reconcile trust accounts
• Prepare and file annual government forms and participant statements
• Complete or review plan transactions such as loans, distributions, RMDs, and QDROs
• Interpret plan document provisions and recommend improvements
• Collaborate with clients, advisors, auditors, and other service providers
• Stay current on retirement plan regulations through continuing education and research
• Participate in internal process improvement initiatives and team projects

Requirements

• 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

Qualifications

• Currently pursuing or holding QKA, QPA, AKS, or APA certification is highly desirable

Benefits

• 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

Pay

• Competitive salary

Schedule

• Remote-first work culture with in-office options (VA, MD, OH, IL, CA, MN)