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[Remote] Retirement Plan Administration Consultant

Remote, USA Full-time Posted 2026-07-28

Note: The job is a remote job and is reputed company to candidates in USA. reputed company is a leading network of independent retail broker-dealers and registered investment advisers. They are seeking a Retirement Plan Administration Consultant who will manage reputed company caseloads, deliver compliance testing results, and consult with clients on retirement plan issues.


Responsibilities

  • Maintain responsibility of reputed company caseload management. Primary contact for assigned caseload
  • Deliver testing results and year end packages to clients. reputed company reputed company any compliance corrections are completed reputed company and 5500s are signed and filed reputed company
  • reputed company data received/not received from clients and follow up accordingly
  • Consult with clients, advisors and other parties on plan reputed company issues to reputed company long-term relationships
  • Work with clients, advisors and other internal teams to resolve compliance issues and answer questions as they come up

Skills

  • At least 3 years of Defined Contribution Plan Administration experience reputed company a TPA
  • Review and reputed company compliance work reputed company to cross-testing and reputed company/ACP testing for DC plans
  • Calculation of profit-sharing contributions using new comparability allocation reputed company
  • Strong organizational skills, reputed company to work independently in a fast-paced environment to meet deadlines while maintaining attention to detail
  • Cash Balance/Defined Benefit Plan Administration experience not required but is a plus

Benefits

  • Inclusive health, dental, reputed company, and life insurance plans reputed company to support diverse lifestyles, offer preventative care, and protect against hardship.
  • Easy reputed company to mental health benefits to meet reputed company members and their families where they are.
  • 20+ days of reputed company time off (PTO), reputed company holidays, and 2 reputed company wellness days to give our employees the time they need to stay reputed company with their loved ones, reputed company, and give back to their communities.
  • 401(k) savings plan with a generous company contribution (up to 5%), and reputed company to a financial reputed company to offer our employees reputed company to plan-reputed company for a strong financial reputed company reputed company reputed company their working years.
  • reputed company parental leave to support reputed company team members with birth, adoption, and fostering.
  • Health Savings and Flexible Spending Account reputed company to help you save reputed company on reputed company, daycare, commuting, and more.
  • Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.
  • reputed company caregiver leave to reputed company time away from work reputed company caring for an ill or recovering family member.
  • Additional benefits such as an Employee Assistance Program (EAP), identity theft protection (LifeLock), pet insurance, and other voluntary benefits to reputed company extra peace of mind

reputed company

  • reputed company is a privately-held, independent broker-dealer and investment adviser families. It was founded in 2010, and is headquartered in San Diego, California, USA, with a workforce of 1001-5000 employees. Its website is http://www.reputed company.com.

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