Retirement Plan Consultant

Key Responsibilities

• Prepare, review, and file annual Form 5500 returns and all related schedules.
• C Conduct annual nondiscrimination testing (ADP/ACP, top-heavy, coverage, etc.).
• Interpret and apply ERISA, IRS, and DOL regulations to retirement plans.
• Coordinate with plan sponsors, auditors, and consultants to resolve compliance issues.
• Consult on plan designs.
• Maintain accurate records of filings and compliance testing results.
• Stay current with regulatory updates and communicate changes to the team.

Minimum Requirements

• 3-7 years of experience in ERISA compliance, Non-Discrimination Testing, and Form 5500 preparation required.
• Experience with FT William software in both compliance and 5500 modules required.
• Experience with PensionPro or other pension related platforms.
• In-depth understanding of IRS and DOL regulations related to qualified plans.
• Strong analytical, organizational, and Excel skills.
• Exceptional customer service skills, both verbal and written
• Proficient in all Microsoft Office applications such as: Word and Excel
• Strong attention to detail, file compliance, and accuracy
• ASPPA or CEBS designation (QKA, QPA, or CPC) strongly desirable

Pay Transparency Statement

The anticipated pay range for this position is $65,000-$75,000 annually.

Value-Driven Employee Experience

• Flexible Workplace – Hybrid and remote options available for many 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.
• Comprehensive Benefits – Health, dental, vision, life, and disability coverage.
• Workplace Perks – Incentive bonus programs, flexible hours, & more.