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Retirement Plan Consultant
Location
United States
Posted
126 days ago
Salary
$65K - $85K / year
Seniority
Senior
Job Description
Retirement Plan Consultant
Sentinel Group
• Service a book of clients supporting their retirement plan administration and recordkeeping • Communicate with clients and oversee recordkeeping tasks • Prepare valuation reports and conduct compliance testing • Develop and maintain strong customer relationships across many different industries • Answer a variety of client questions related to retirement plan administration • Perform yearly compliance testing and annual valuations for qualified retirement plans • Collaborate internally and externally to facilitate the responsible handling of plan assets
Job Requirements
- At least 3 years of experience working in defined contribution plan administration with Third Party Administrator focus
- Intermediate to advanced knowledge of Microsoft Excel including the use of formulas
- Experience with Relius Administration software preferred
- ASPPA Qualified 401(k) Administrator (QKA) or higher credential preferred
Benefits
- Flexible work schedules, including remote and hybrid options
- Parental leave and family care programs
- Mental health resources
- Tuition reimbursement program
- Generous time off policies, including unlimited Flexible Time Off after 2 years of service
- Employee events (holiday parties, summer cookouts, wellness days, etc.)
- Free guidance from a Financial Planner
- Sentinel Recharge (four-week paid sabbatical after 10 years of service)
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