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Third Party Administration Consultant

Modern Wealth Management

in Remote / Overland Park KS / NY / Hybrid

TPA Consultant is a critical role within the Modern Wealth Team, responsible for administration work on various types of retirement plans. This position blends client facing activities with data centered work and is accountable for correct entry of client data, final calculations and preparation of valuations. In addition, this position requires presentation and review of final materials to clients, therefore proficiency in retirement plan design and administration is necessary.   


Modern Wealth Management is committed to positively impacting our clients’ financial health and never compromises its values. If you are someone that strives to make a difference in your clients’ financial future and enjoy working in a dynamic, fast-paced, goal-oriented, team environment, with opportunity for advancement, then this is the opportunity for you! 

Primary Duties  

  • Supporting a caseload of small/mid-size clients, handling correspondence and communication via phone, email, and/or in-person meetings. 
  • Managing a block of defined contribution retirement plans, requiring full administration duties including plan census collection, contribution calculations, nondiscrimination testing, trust accounting, account reconciliation, calculation of eligibility, vesting and other related administrative duties.   
  • Prepare and/or review qualified retirement plan documents, amendments and plan compliance testing utilizing approved software. 
  • Prepare and/or review Forms 5500 & 8955-SSA utilizing approved software. 
  • Review and scrub census data for accuracy and missing information. 
  • Calculate corrective distributions for testing failures, including associated earnings, along with Form 5330. Calculate lost earnings on late deposits of 401k deferrals and/or loan repayments. 
  • Collect/prepare and distribute required plan notices including but not limited to:  Safe Harbor, Qualified Default Investment Alternative, automatic enrollment and fee disclosures. 
  • Ensure that client needs, requests and challenges are addressed in a timely manner. 
  • Assist senior consultant with work with Actuaries on cash balance/DC combination plans. 


  • Qualified 401(k) Administrator or Qualified 401(k) Consultant credentials 
  • 3+ years of experience working in TPA Plan Administration with responsibilities for book of business  
  • Proficient in Microsoft Word and Excel 
  • Strong oral and written communication skills  
  • Able to work independently and proactively  
  • Strong organization and analytical skills  
  • Strong attention to detail 


  • FtWilliam software experience  
  • ASPPA certification  


  • $65,000 – $75,000 annual base compensation 
  • Paid time off & paid holidays  
  • Health, Dental & Vision Insurance  
  • Company sponsored retirement plan  
  • Education & Professional Development Support   
  • Open to In Office, Hybrid or Remote 

How to Apply

To apply please follow the link to our LinkedIn posting.

Apply Now

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