Are you an experienced Retirement Plan Consultant with expertise in 401(k), Profit Sharing (including New Comparability), traditional Defined Benefit (DB), and Cash Balance (CB) plans? If so, we invite you to explore a fantastic opportunity to join our team as a full-time, remote Retirement Plan Consultant.
About Us
We are an industry-leading consulting firm that supports over 600 qualified and non-qualified retirement plans. Since our founding in 1995, we have been dedicated to providing top-notch consulting, plan design, recordkeeping, administration, and compliance services. Our team collaborates with investment advisors and other TPAs, leveraging our cutting-edge technologies and service resources on an open architecture platform.
What You'll Do
Responsibilities
As a Retirement Plan Consultant, you will be the primary point of contact for clients, guiding them through plan administration. Your responsibilities will include:
Plan Design, Implementation, and Setup
Compliance Testing
Calculation of Employer Contributions
Government Reporting (5500, 5310, 5330)
Trust Accounting and Reconciliation
Balance Forward Recordkeeping
Benefit Calculations
Plan Documentation Review
What We're Looking For
Our Ideal Candidate Has
Education: Bachelor's Degree preferred (experience may suffice).
Experience: Minimum of 3 years in Qualified Plan administration, including DC (defined contribution) and 401(k) (Daily Valuation and/or Balance Forward).
Certifications: ASPPA Designations (QPA, CPC, etc.) are a plus; opportunities for obtaining certifications on the job depending on experience and knowledge.
Skills
Proficiency with Relius Administration/Recordkeeping
In-depth understanding of qualified retirement plan testing and alternative plan designs
Strong written and verbal communication skills
Excellent time management and organizational skills
Proficiency with Microsoft Word and Excel
Ability to work independently, multitask, and prioritize with minimal supervision
Why Join Us?
We offer a competitive compensation and benefits package that includes:
Competitive salary (around $80k+ per year, based on qualifications)
401(k) plan
Health Savings Account (HSA)
Section 125 plans
Comprehensive medical, dental, and vision insurance
Flexible working hours
Work Environment
You have the flexibility to work remotely from anywhere in the United States. If you are local to our Northbrook, Illinois office, you are welcome to join us on-site. Our team is a group of hardworking professionals who enjoy a pleasant, casual working environment where every individual is critical to our success.
How to Apply
If you are passionate about retirement plan consulting and meet the qualifications, we would love to hear from you. Join us and be a part of a team that values dedication, innovation, and collaboration.
Employment Type: Full-Time
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Finance and Sales
Industries
Human Resources Services
Referrals increase your chances of interviewing at Get It Recruit - Professional Services by 2x