Retirement Plan Consultant
Are you ready to join one of the most respected names in the retirement plan services space? Our client, a nationally recognized leader in retirement plan administration and consulting, is seeking a Retirement Plan Consultant to join their dynamic and growing team.
Why Join?
Industry Prestige: Work with a highly respected name in the retirement space.
Career Growth: Strong mentoring culture and clear pathways to leadership roles.
Engaging Work: Diverse client base and complex plans ensure no two days are the same.
Flexibility: Fully remote role with flexible location options
Role Overview
As a Retirement Plan Consultant, you will serve as a trusted advisor to clients, providing expert guidance on:
- Plan design and documentation
- Compliance testing and government reporting (e.g., Form 5500)
- Loans, distributions, and issue resolution
- Mentoring junior team members and contributing to team leadership
Key Responsibilities
- Consult on Defined Benefit, Defined Contribution, and Cash Balance plans
- Perform nondiscrimination testing on combo plans
- Handle PBGC filings, Actuarial Report Consulting, and funding analysis
- Analyze financial data and ensure compliance with regulatory standards
- Communicate effectively with clients and internal teams
Ideal Candidate
- Proven experience in retirement plan consulting across multiple plan types
- Strong analytical and problem-solving skills
- Excellent communication and client management abilities
- Experience mentoring or leading a team is a plus
Ready to take the next step in your career?
Apply now to join a team that values expertise, innovation, and professional growth.
FAQs
Congratulations, we understand that taking the time to apply is a big step. When you apply, your details go directly to the consultant who is sourcing talent. Due to demand, we may not get back to all applicants that have applied. However, we always keep your resume and details on file so when we see similar roles or see skillsets that drive growth in organizations, we will always reach out to discuss opportunities.
Yes. Even if this role isn’t a perfect match, applying allows us to understand your expertise and ambitions, ensuring you're on our radar for the right opportunity when it arises.
We also work in several ways, firstly we advertise our roles available on our site, however, often due to confidentiality we may not post all. We also work with clients who are more focused on skills and understanding what is required to future-proof their business.Â
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