Job Description
Plan Consultant-Remote
Position Title: Plan Consultant
*Remote
Position Overview:
Our client, an established third-party retirement plan administration firm, is seeking an experienced Plan Consultant to take over an established book of approximately 70 retirement plans. This role includes a mix of standard and select audit-sized plans and requires strong A–Z administration experience in a traditional TPA environment.
The ideal candidate will bring hands-on compliance and testing experience, proficiency in Datair (required), and the ability to work independently in a collaborative, non-micromanaged environment. The role will involve a transition to new administration systems over time, so adaptability and a willingness to learn new platforms are important.
Key Responsibilities:
- Manage full-cycle administration for approximately 70 retirement plans.
- Perform non-discrimination testing (ADP/ACP, Top Heavy, 410(b), 401(a), 402(g), etc.).
- Prepare and process Forms 5500, 5330, 8955-SSA, 1099-R, and related filings.
- Conduct trust accounting, financial statement review, and asset reconciliation.
- Communicate directly with plan sponsors, investment advisors, and recordkeepers.
- Coordinate with various recordkeeping platforms.
- Review and apply Secure 2.0 provisions as applicable.
- Maintain compliance with IRS and DOL regulations.
- Support transition from legacy administration software to new systems.
- Manage deadlines and ensure timely completion of all compliance deliverables.
Qualifications & Experience:
- Minimum 5 years of retirement plan administration experience in a TPA setting.
- Experience managing an established book of plans independently.
- Proficiency in Datair pension system required.
- Experience with FTW document system and PensionPal database preferred.
- Experience with audit-sized plans preferred.
- Strong knowledge of ERISA regulations and compliance testing.
- Experience preparing and reviewing government filings.
- Proficiency in Microsoft Excel, Word, and Outlook.
Required Skills:
- Strong attention to detail.
- Excellent written and verbal communication skills.
- Ability to manage multiple priorities effectively.
- Independent work style with strong accountablity.
- Positive, team-oriented mindset.
- Ability to adapt to software transitions and evolving processes.
Benefits:
- Competitive base salary with bonus opportunity.
- 401(k) with Safe Harbor contribution.
- Employer contribution toward medical, dental, and vision coverage.
- Group disability and life insurance.
- Flexible PTO policy.
- HSA and flexible spending options.
- Professional development and continuing education support.
- Team-oriented and supportive culture.
Location