Retirement Plan Consultant (DC/DB)

Job Description

A rapidly growing Third Party Administration firm has an immediate opening for Defined Contribution & Defined Benefit retirement plan administrator/consultants.

Our client offers a team approach where employees are encouraged to share ideas, be open to change, and work together to create a fun and productive work environment.

Responsibilities include:

  • A-Z retirement plan administration.
  • Consulting with clients to achieve their desired retirement plan goals.
  • Census scrubbing and eligibility determination.
  • Compliance Testing: HCE/ Key determination, Top Heavy, ADP/ACP, 410(b), 401(a)(4), and 415.
  • Calculation of contribution allocations.
  • Self-Employment Income calculations.
  • Reconciliation of plan trust assets.
  • Completion of annual valuation reports.
  • Preparation of required government filings, including Form 5500 series.


  • 5+ Years of plan administration experience is preferred.
  • Excellent client service and communication skills.
  • Strong organizational skills and attention to detail.
  • Software skills: Excel, Word, Outlook, Adobe.
  • Ability to work as a part of a team or independently.
  • Knowledge of FT Williams and/or Pension Pro software is a plus.
  • Defined Contribution and/or Defined Benefit Experience is a must.

We will happily entertain working with remote employees, and offer a flexible work schedule, benefits, and personal time off.  We are confident our firm provides a dynamic, flexible, and personable work environment, in which our employees are treated as unique individuals.  Contact us if you’d like to learn more!


Please email resume to



Location - Remote

Job Type



Financial Services

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