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Retirement Plan Consultant

Location

United States

Posted

126 days ago

Salary

$65K - $85K / year

Seniority

Senior

Bachelor Degree3 yrs expEnglish

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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