Retirement Plan Consultant
Job Description
Senior Retirement Plan Administrator | Compliance & Client Consulting
Remote Position
National Plan Provider is seeking an experienced Retirement Plan Consultant. The ideal candidate will bring extensive knowledge of retirement services, including Defined Contribution and Defined Benefit plans, and possess a strong understanding of compliance, regulations, and industry best practices. The Retirement Plan Consultant plays a key role in advising clients on the compliance, design, and administration of their retirement plans.
Key Responsibilities:
• Manage day-to-day relationships for an assigned caseload of retirement plans
• Interpret plan documents and consult with clients on compliance, IRS regulations, and plan enhancements
• Review hands-on compliance testing, including ADP/ACP, coverage, and nondiscrimination testing
• Communicate results and recommendations clearly to plan sponsors
• Set appropriate client expectations while delivering exceptional service
• Collaborate with the team and consistently demonstrate honesty, reliability, and accountability
Requirements:
• 5+ years of retirement plan administration experience
• Strong hands-on experience with compliance testing and interpreting test results
• Solid knowledge of 401(k) plan documents, ERISA, and IRS regulations
• ASPPA and/or NIPA designation preferred
• Strong client-facing and consulting skills
• Ability to manage multiple plans and priorities independently
A great opportunity for a seasoned administrator who wants to combine technical expertise, client consulting, and relationship management in a collaborative environment.
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Meet Your Recruiter
Retirement Svcs Recruiter - Section Manager
Steve Anderson is a nationally recognized retirement services recruiter with over 20 years of experience. Steve started in 1996 and has facilitated partnerships with many of the industry leading providers for CPS Inc. He brings a candid communication style that delivers proven results and company leading levels of new & repeat business.
Steve has a simple business philosophy – make it easy for businesses to work with him while bringing value through his work ethic, industry knowledge, and contacts. His integrity, transparency, and commitment to finding the best hire has enabled him to be a leader within the retirement industry and CPS Inc. He is an advocate for qualified candidates at all levels of experience.
Steve recruits at all levels of experience within the qualified and nonqualified retirement plan industry. His expertise includes Talent Acquisition, Employee Onboarding & Assessment, Staff Development, Salary Analysis, Management Consulting, Career Consultation, and Candidate Generation.
Follow Steve on social media to access the latest industry information.