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Retirement Plan Consultant

SuperiorUSA Benefits

in Duluth, MN / Minnetonka, MN / Davenport, IA / Dubuque, IA / IL / WI



SuperiorUSA Benefits, a fast growing, Midwestern payroll and third party benefits administration/consulting firm, is seeking a new team member in our Retirement Plan Services department to handle the administration, compliance, and reporting for a group of retirement plan clients. 

The position could be either in-office (preferred) or "local" remote within a reasonable proximity for periodic on-site interactions.

In this service area, we work as a third party administrator (TPA) of defined contribution and other retirement plans including 401(k), profit sharing, 403(b), Cash Balance, and defined benefit plans.

We are looking primarily for a consulting level addition, which could either be a junior or senior role within our organization, but consultants generally would have prior retirement plan management, consulting, and/or administrator experience.  Depending on your background, your responsibilities would involve managing and servicing a block of retirement plans, working with external clients and servicing partners including financial advisors and recordkeeping partners, managing and directing support staff, performing year end valuations, administration, and compliance testing, preparing Form 5500’s, plan design and technical consulting, plan document and amendment preparation, performing DOL and IRS correction procedures, as well as transaction processing including distributions and loans, payroll and contribution remittances, etc.

The opportunity we have would be affiliated with either our Duluth (MN) or Davenport (IA) service teams and office locations.  A competitive compensation package will be determined based on your experience, skills, and education, over a wide potential pay range for Retirement Plan Consultants (junior or senior level).  The position is full-time and will be eligible for our benefits package including our group medical insurance, group dental, employer funded Health Reimbursement Arrangement (HRA), employer funded Health Savings Accounts (HSA), 401(k) and Profit Sharing retirement plan including 3.5% QACA Match, Section 125 Flex/Cafeteria, company paid Short-Term Disability insurance, voluntary and supplemental insurance options, parking, and PTO plus paid holidays.  No travel is required and hours are shorter in our industry during the summer months.  There is a significant opportunity for advancement within our organization since we have a history of promoting from within given the specialized kind of work that we do and our flexibility in creating roles that suit someone’s particular interests and skill set.  Our Retirement Plan Consultants benefit from incentive-based bonuses and/or comp-time arrangements to reward employees for good work and for meeting deadlines.

Applicants should possess strong communication, phone, and customer service skills; adept computer skills across Microsoft Office and other software; strong technical and conceptual abilities (such as in applying accounting, investment, and legal concepts); an acute attention to detail; a willingness to learn and solve problems; self-discipline and a self-starter’s attitude; and the desire to be part of a team.  While no specific experience is required, direct experience working with a TPA administering retirement plans or similar is preferred and some relevant experience is expected (such as in accounting, benefits administration, human resources, or financial services/investments).  In addition, experience with Relius (administration system), FTWilliam (document, administration, 5500, and client portal software), PensionPro (workflow and CRM software), common unbundled recordkeeping platforms (American Funds, Empower, John Hancock, MassMutual, etc.), professional designations (CPA, QPA, QKA, APA, etc.), pooled and balanced forward plans, and/or Cash Balance and defined benefit plans, will be considered significant pluses. 

While the position has the possibility of being filled remotely, proximity to one of our office locations will be required for periodic on-site interactions and preference will be given to in-office hires in our locations (signing bonus and/or reimbursement for relocation can be arranged as part of a compensation package).  We are open to applicants from varying backgrounds in how their application and candidacy comes together.

You may refer to our Careers page on our website at for additional information. 

How to Apply

Please apply with resume and cover letter/email indicating your location preference and general compensation range, through our website or via email to or call 952-401-4757 if you have any questions.

Visit our web site.

This ad has been viewed 1736 times. It expires on 3/5/2017.

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