Subscribe (Free) to
Daily or Weekly Newsletters
Post a Job

Featured Jobs

Sr. Retirement Plan Administrator

Tycor Benefit Administrators, Inc.

Tycor Benefit Administrators, Inc. logo

DB/DC Administrator

Primark Benefits
(Remote / San Mateo CA)

Primark Benefits logo

Retirement Plan Administrator

Nicholas Pension Consultants

Nicholas Pension Consultants logo

Retirement Plan Services Analyst

Jordan & Associates Retirement Services
(Santa Rosa CA)

Jordan & Associates Retirement Services logo

Director of Member Services, Member/ Employer Experience

Orange County Employees Retirement System
(Santa Ana CA)

Orange County Employees Retirement System logo

DC Plan Administrator

Heritage Pension Advisors, Inc.
(Commack NY)

Heritage Pension Advisors, Inc. logo

Retirement and Executive Compensation Consultant

Retirement Learning Center
(Remote / Brainerd MN)

Retirement Learning Center logo

Senior Defined Contribution Account Manager

Nova 401(k) Associates

Nova 401(k) Associates logo

Regional VP of Sales

The Retirement Plan Company
(Remote / AZ / CA / CO / MN / MO / OR / WA)

The Retirement Plan Company logo

401(k) Plan Administrator

Abacus Retirement Solutions, LLC
(Albuquerque NM)

Abacus Retirement Solutions, LLC logo

View More Employee Benefits Jobs

Free Newsletters

“BenefitsLink continues to be the most valuable resource we have at the firm.”

-- An attorney subscriber

Mobile App image LinkedIn icon
Twitter icon
Facebook icon

View All Jobs, Sorted by Date

Plan Administrator Consultant

Jocelyn Pension Consulting

in Remote / Boulder CO

Logo for Jocelyn Pension Consulting

Jocelyn Pension Consulting, LLC (JPC) is an independent consulting firm that provides professional advice and local support to customize 401(k) Plan solutions for small- to medium-sized businesses. JPC carefully selects clients and manages growth so it can continue to provide superior customer service. JPC strives to provide solutions that last for the life of its clients’ 401(k) plans, resulting in almost zero client turnover. JPC’s offices are located in Boulder, Colorado and the San Francisco Bay Area.

We are searching for a Plan Consultant, who will provide full client services to a designated segment of Plan Sponsor clients, including day to day communication and management of their workflow and project deadlines. Our Consultant team is supported by our Operations, Participant / Client support, and Plan Documents Team.  This is a great opportunity for a motivated candidate who wants to support all sides of a growing financial services firm. This individual must have strong project management skills, a high level of comfort with technology, and the personality to thrive in an entrepreneurial environment by being adaptable, creative, proactive, and eager to grow in this position as it evolves with the growth of the company.


  • Provide timely, superior customer service, including problem solving and issue resolution for a caseload of 50-70 retirement plan clients, which will be shared with a Senior Consultant
  • Report directly to and support a Senior Consultant
  • Maintain client relationships with a high client retention rate
  • Responsible for all aspects of valuation reports, participant statements and annual testing
  • Review or perform, as needed, the annual testing for plans, including ADP/ACP, Top Heavy, 410(b), 415, 401(a)(4), deductibility, and 402(g)
  • Provide effective verbal and written communications in a clear, concise, and informative manner
  • Assist Plan Documents Team with plan design and document questions, including understanding IRS and Department of Labor regulations
  • Assist clients in meeting all IRS and Department of Labor deadlines necessary for qualified retirement plan
  • Maintain up-to date knowledge of present legislation and proposed legislative changes with regard to ERISA law through self-study and company-sponsored training sessions
  • Assist Operations Team with payroll processing and compliance questions
  • Review participant distribution and loan requests and assist Distribution and Loan Team with all compliance related questions for distributions and loans
  • Review, prepare, and help ensure timely filing of Form 5500’s for each client
  • Assist auditors if a plan is subject to annual audit
  • Assist IRS and DOL auditors, if the plan is subject to an IRS or DOL audit


  • Between 5 - 10 years of 401(k) plan administration experience
  • Excellent knowledge of ADP/ACP, 415, 410(b), Top Heavy and 401(a)(4) non-discrimination testing
  • ASPPA and/or NIPA credentials
  • Excellent verbal, written, analytical, organizational skills and keen attention to detail
  • Excellent customer service skills
  • Strong math and / or accounting skills
  • Strong initiative, integrity, self-motivation, and results orientation
  • Strong analytical and problem solving skills
  • Sungard Relius and / or Schwab RT experience preferred
  • Strong MS Office experience, especially Excel and Word
  • College degree


  • Fast paced, small company environment
  • Competitive pay
  • Competitive retirement, healthcare, and other benefits

COVID-19 considerations:  all employees are currently working with a hybrid work schedule, which is a few days at home and a few days in our offices in Boulder, CO or San Rafael, CA.  However, for the right candidate, we are open to hiring someone who will work remote full-time and then travel to our California or Colorado office once or twice a year for in-person meetings with our team.

How to Apply

Interested candidates please email your resume and cover letter to

View All Jobs, Sorted by Date

Manage This Listing (employer only)

© 2022, Inc.