Retirement Plan Administration Consultant - Remote

Overview

As a Retirement Plan Administration Consultant, you will use your expertise in retirement plans to help employees build financial independence.

In Short

• Manage a portfolio of 401(k) client relationships.
• Perform annual compliance testing.
• Calculate employer contributions and reconcile trust accounts.
• Prepare and file annual government forms.
• Complete or review plan transactions.
• Interpret plan document provisions.
• Collaborate with clients and service providers.
• Stay current on retirement plan regulations.
• Participate in internal process improvement initiatives.
• Provide exceptional client service.

Requirements

• 2+ years of direct 401(k) plan administration experience.
• Bachelor’s degree preferred in relevant fields.
• Strong analytical and organizational skills.
• Advanced Excel proficiency.
• Excellent communication and client service skills.
• Ability to manage multiple priorities independently.
• Enthusiasm for professional development.
• Certification (QKA, QPA, AKS, or APA) is desirable.

Benefits

• Remote-first work culture with in-office options.
• Competitive salary & comprehensive benefits.
• 401(k) with company match.
• Generous PTO for parental leave and vacation.
• Support for certifications and professional development.
• Collaborative and inclusive company culture.