Retirement Services ConsultantVirtualVocations • Fullerton, California, United States
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Retirement Services Consultant
VirtualVocations • Fullerton, California, United States
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A company is looking for a Retirement Services Consultant.
Key Responsibilities
Manage vendor relationships and oversee plan administration, onboarding, and compliance tracking
Serve as a trusted advisor by providing expert guidance on 401(k) plan operations and regulatory compliance
Lead execution of compliance milestones, including nondiscrimination testing and year-end audits
Required Qualifications
Demonstrated expertise in 401(k) retirement plan administration; MEP experience is a strong advantage
Solid understanding of ERISA regulations and plan document compliance
Experience in client-facing roles
Experience with HRIS platforms such as UltiPro, Prism, or Salesforce; proficiency in Microsoft Excel
Ability to prioritize effectively and manage multiple deadlines
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