Retirement Plan Consultant

Retirement Plan Consultant

For over 25 years, G&A Partners has been helping entrepreneurs grow their businesses, take better care of their employees, and enjoy a higher quality of life by providing proven HR solutions and technology. A growing, Houston-based professional services firm, G&A Partners is currently seeking a Retirement Plan Consultant to join its team at the corporate office or G&A satellite office, or in a fully remote capacity.

A competitive compensation and benefits package is available to include health benefits and 401(k), recognition awards and bonuses and the opportunity to work for a highly respected and award-winning company.

A Retirement Plan Consultant administers Multiple Employer 401k Plans, advising clients and participants on eligibility criteria, enrollment processes, and plan features, while also ensuring the plans are set up and administered in accordance with compliance requirements as set forth in applicable summary plan descriptions, as well as regulatory requirements.

To accomplish this job successfully, an individual must be able to perform, with or without reasonable accommodation, each essential function satisfactorily. Reasonable accommodations may be made to help enable qualified individuals with disabilities to perform the essential functions.

Responsibilities

• Administers 401(k) new plan set ups for multiple employers and ensures compliance with applicable laws.
• Conducts meetings with clients to discuss and implement the steps involving the transitioning of 401(k) plans.
• Conduct individual and group presentations, in person or via video technology, to enhance awareness of plan features and to grow plan assets. Presentations include enrollment meetings, age-based financial education meetings, and basic and advanced financial literacy meetings as requested by the plan sponsor or determined by the applicable communication and education plan.
• Actively participates in benefit fair and new employee orientations.
• Participates in the plan review and financial education planning process.
• Assists Management with targeted education campaigns to increase participation and deferral rates
• Meets with participants and eligible employees to educate employees regarding plan participation.
• Discusses strategies for enrollment meetings, schedules, and conducts meetings accordingly either onsite or via online training.
• Ensures 401(k) enrollment materials are distributed to eligible employees timely.
• Sets up plan information with third party vendor(s) and in the appropriate benefits systems.
• Reviews documentation for accuracy and completeness and secures any missing information.
• Sets up employee plans and plan elections in the payroll system.
• Ensures employee 401(k) records are kept up to date for new enrollments, new loans, paid off loans, and deferral changes in all applicable benefits systems and third-party vendors.
• Administers 401(k) catch up and true up contributions and associated employer contributions and communicates with the accounting department to ensure proper invoicing to clients for true up amount.
• Administers mass transactional activities to 401(k) plans to include, but not limited to, transfer of assets from prior carrier, annual plan maintenance activities, enrollments, and bonus payroll runs.
• Interfaces with third party vendor(s), as well as with other departments internally within the company and externally with the clients regarding the administration of the plans.
• Assists auditors annually in the preparation of Form 5500 filings.
• Prepares reports of 401(k) employer match projections

Other Duties:

• Travel may be required for new plan enrollments as needed. Must be able to travel 25% or more during peak times of the year.
• Performs all assigned job duties in accordance with Company policies, procedures, and standard practices.
• Attends departmental and company meetings, as required.
• Perform other duties as assigned.

Performance Factors:

• Communication – Encourages open communication and builds consensus with internal team members and clients. Uses tact and discretion in dealing with sensitive information. Communicates orally and in writing in a clear and concise manner. Takes time to listen to and understand the perspectives of others and proposes solutions.
• Trust and Respect – Genuinely seeking to understand and respect others' perspectives and emotions; encouraging a culture of compassion, empathy, and support both at G&A and with our clients. Establishes trust can respect through consistent honesty and professionalism in all interactions.
• Problem Solving – Identifies the problem and considers potential solutions to solve operational and interpersonal issues. Equally adept at solving simple and complex problems with multiple different strategies. Anticipates and identifies problems and works diligently to ensure the problem is solved quickly and efficiently. Seeks assistance as necessary.
• Accountability – Takes responsibility for all activities and follows through on commitments. Implements decisions that have been agreed upon. Maintains confidentiality with sensitive information. Acknowledges and learns from mistakes. Follows through on commitments and acts with a clear sense of ownership. Takes personal responsibility for decisions, actions and failures.
• Client Focus – Helps internal and external clients to analyze their needs. Seeks to understand service needs from the stakeholder's perspective and ensure that their standards are met. Establishes effective relationships with internal and external clients to understand and meet or exceed their needs.

Qualifications

Education:

• Bachelor's Degree in Business Administration or 5 years' experience in the defined contribution industry.

Skills & Experience:

• Experience in plan design, compliance, and ADP/ACP/Top Heavy Testing.

Computer Skills:

• Proficient in Microsoft Word, PowerPoint, and Excel.

Certifications/Licenses:

• ASPPA, ERPA, or other Retirement Plan licensures are a plus, but not required.

Equal Opportunity Employer Statement

G&A Partners as an Equal Opportunity Employer considers all applicants and prohibits discrimination of any type on the basis of actual or perceived race, color, creed, religion, national origin, ancestry, citizenship status, age, sex or gender (including pregnancy, childbirth and pregnancy-related conditions), gender identity or expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, genetic information, or any other characteristic protected by applicable federal, state or local laws and ordinances. Our management team is dedicated to providing a work environment free of discrimination and harassment based on any of these characteristics. We are committed to this policy and achieving a diverse workforce with respect to recruitment, hiring, placement, promotion, transfer, training, compensation, benefits, employee activities, access to facilities and programs and general treatment during employment.

Salary

Starting wage is $70,000 to $90,000 The starting range represents the low and high end of the G&A Partners' range for this position. Actual wages will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. The range listed is just one component of G&A's total compensation package for employees. Other rewards may include commissions, annual bonuses, and program specific rewards. In addition, G&A Partners provides a variety of benefits to employees, including health, dental, vision, life insurance, short-term and long-term disability, flexible spending, ancillary benefits, retirement savings plan, paid holidays, and paid time off (PTO). Application close date is 9/23/2026.