Senior Retirement Plan Consultant

Hybrid Remote (95% Remote) | Opportunities Available Nationwide A regional third-party administration firm providing retirement plan administration, compliance, and consulting services — spanning 401(k), 403(b), and Cash Balance plans — is growing its team and looking for a Senior Retirement Plan Consultant to join the ranks. This role blends technical compliance work with meaningful client interaction, making it a great fit for someone who enjoys both the numbers and the relationships behind them. About The Role This hybrid position (roughly 95% remote, with occasional on-site visits) focuses on the administration and compliance side of Defined Contribution plans while serving as a trusted resource for clients navigating their retirement plan needs. What You'll Do Perform nondiscrimination testing (ADP/ACP, 410(b), 414(s), and more) for a caseload of 80-100 qualified plans Build and maintain strong client relationships, identifying opportunities to add value Manage all aspects of DC plan administration — from data collection and testing through valuation and Form 5500/5500-SF and SAR preparation Maintain a thorough understanding of plan documents and their provisions Stay current on legislative and regulatory developments affecting DC plans Collaborate closely with supervisors and colleagues, supporting team workflow Use Teamwork and FT William Modular Admin/Compliance software to manage day-to-day work, along with other tools as needed What You Bring Bachelor's degree preferred (relevant experience may substitute) 3+ years of defined contribution plan administration experience Proficiency with FT William Modular Admin/Compliance Software Demonstrated skill in ADP/ACP, 410(b), 414(s), Top Heavy, and other nondiscrimination testing Strong written and verbal communication skills, with a track record in client relations ASPPA, NIPA, or equivalent credential Strong Excel and Word skills Excellent organizational and problem-solving abilities in a fast-paced environment What's Offered Platinum PPO healthcare, dental, vision, and life insurance AD&D, STD, and LTD coverage Robust employer-sponsored retirement plan Flexible work arrangements and paid time off Parental leave and professional development support A secure, friendly work environment with access to local amenities Salary Range: $75,000 - $95,000 If you're a credentialed retirement plan professional who thrives on client relationships as much as technical precision, this could be your next move — #J-18808-Ljbffr CPS, Inc.