Retirement Plan Consultant

A company is looking for a Retirement Plan Administration Consultant.

Key Responsibilities

Manage a portfolio of 401(k) client relationships as the primary point of contact

Perform annual compliance testing and calculate employer contributions

Prepare and file annual government forms and collaborate with clients and service providers

Required Qualifications

2+ years of direct 401(k) plan administration experience

Bachelor's degree preferred in Accounting, Finance, Math, Economics, or Statistics

Strong analytical and organizational skills with proficiency in Excel

Currently pursuing or holding QKA, QPA, AKS, or APA certification is highly desirable

Ability to manage multiple priorities independently and meet deadlines