Retirement Plan Consultant
Remote · United States
Job Summary
Retirement Plan Consultant with 3+ years of retirement plan experience, focusing on complex plan administration tasks for 401(k) programs. Responsibilities include providing support to internal and external clients on retirement-plan topics, performing quality control and reviews for up to 200 plans, preparing year-end compliance projects for up to 50 plans, addressing questions on complex distributions, and assisting with research and consultations on plan administration. Collaborates with Client Service Managers, Plan Sponsors, and Administrators to prioritize projects, improve processes, and meet KPIs. Requires QKA or equivalent credential, strong communication, attention to detail, independence, and a client-focused, credible approach. Preferred: Bachelor’s Degree, Relius knowledge, and a positive, humorous, audience-aware perspective. Values-driven culture and a flexible, remote-friendly work environment.
Required Qualifications
- 3+ years retirement plan experience
- thorough understanding of retirement plan compliance
- Understanding of daily recordkeeping processes
- QKA or equivalent credential
- Professional and concise verbal, non-verbal, and written communication skills
- Strong attention to detail and sense of urgency
- Agility to pivot as priorities and processes change
- Self-starting, resourceful, solution seeker
- client-centric, positive, team player with 'can and will do' attitude
- Bachelor’s Degree or higher
- Relius knowledge and experience
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