Retirement Services Consultant

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