Sr. Retirement Plan Consultant, (PFS) in United States at Jobgether

This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Sr. Retirement Plan Consultant, (PFS) based in United States.

This role offers an opportunity for an experienced retirement plan professional to provide strategic guidance and end-to-end administration support for a diverse portfolio of qualified retirement plans.
You will manage complex retirement plan operations while ensuring compliance, accuracy, and exceptional client service.
The position requires strong technical expertise across retirement plan administration, regulatory requirements, and plan design strategies.
You will collaborate with internal teams, actuarial partners, and clients to deliver effective retirement solutions.
This role is ideal for someone who enjoys solving complex challenges, building trusted relationships, and mentoring others.
Working in a remote-friendly environment, you will play a key role in helping organizations successfully manage their retirement programs.

• Manage a portfolio of approximately 65–75 qualified retirement plans, overseeing full-cycle administration from implementation through ongoing compliance support.
• Perform annual compliance testing, including ADP/ACP, Top Heavy, 410(b), 401(a)(4), 414(s), Benefits, Rights & Features (BRF), and other nondiscrimination testing requirements.
• Coordinate annual valuations and gather year-end census information in partnership with actuarial teams supporting Cash Balance and Defined Benefit plans.
• Prepare and deliver retirement plan documentation, including Annual Valuation Reports, participant statements, Form 5500 filings, and client communications.
• Review plan documents and provide recommendations for plan design improvements and compliance enhancements.
• Process participant transactions, including distributions, loans, hardships, rollovers, and required plan amendments.
• Prepare and file regulatory documentation, including Forms 5500, 8955-SSA, 5330, and other compliance-related filings.
• Perform trust accounting activities for pooled investment accounts and self-directed brokerage accounts.
• Analyze Controlled Group and Affiliated Service Group structures to determine compliance implications.
• Import, validate, and reconcile participant census and financial data to ensure accuracy.
• Act as a trusted advisor to clients by providing timely guidance on operational, regulatory, and retirement plan matters.
• Support team development by sharing expertise, mentoring colleagues, and contributing to process improvements.

• 5–7+ years of full-cycle (A–Z) qualified retirement plan administration experience.
• Demonstrated expertise managing complex defined contribution retirement plans with increasing technical responsibility.
• Experience with MEP/PEP plans is strongly preferred.
• Strong knowledge of retirement plan compliance regulations, testing requirements, and government filing processes.
• ASPPA QKA designation is strongly preferred.
• Excellent client relationship management, communication, and consulting skills.
• Strong analytical, organizational, and project management abilities with exceptional attention to detail.
• Solid mathematical and accounting aptitude with the ability to interpret complex plan data.
• Ability to work independently, prioritize multiple responsibilities, and succeed in a fast-paced remote environment.
• Strong problem-solving skills and a commitment to delivering high-quality client outcomes.

• Competitive annual salary range of $80,000–$100,000.
• Remote work opportunities with flexibility based on role and team requirements.
• Hybrid options available for eligible locations.
• Flexible paid time off programs, including competitive PTO options.
• Comprehensive healthcare coverage, including medical, dental, vision, life, and disability insurance.
• Opportunities for professional growth, continuous learning, and career development.
• Inclusive and collaborative workplace culture focused on respect and teamwork.
• Additional workplace perks, flexible schedules, and incentive bonus opportunities.
• Benefits and programs may vary depending on partner and position.