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

Featured Jobs

AVP and Assistant General Counsel, Employee Benefits

(New York NY / Whippany NJ / Cary NC / Hybrid)

MetLife logo

Retirement Plan Administrator

CMC Pension Professionals

CMC Pension Professionals logo

Manager of DC/DB Administration Team

Small TPA Firm
(Remote / NJ)

Defined Benefit Consultant/Enrolled Actuary

Pension Plan Specialists, PC
(Vancouver WA)

Pension Plan Specialists, PC logo

Retirement Plan Consultant

July Business Services
(Remote / Woodway TX)

July Business Services logo

Regional Sales Director (West)

July Business Services

July Business Services logo

401(k) Retirement Plan Consultant


Aboon logo

Senior Retirement Plan Administrator

Envoy Financial
(Colorado Springs CO / Hybrid)

Envoy Financial 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 icon
LinkedIn icon     Twitter icon     Facebook icon

View All Jobs, Sorted by Date

Retirement Plan Consultant - 401(k) and/or DB

Compensation Planning Inc.

in Remote / Warwick RI

Logo for Compensation Planning Inc.

Do you have a love of learning, problem solving, and helping others? If so, you should strongly consider joining our team of 15, with the only reason anyone has left in the past 15 years being due to retirement. We are a boutique third-party administration firm specializing in 401(k) and DB/Cash Balance plan design and administration for almost 1,000 small businesses. We have been in business for almost 50 years and have a great local reputation. About 1/4 of our staff are full-time remote employees, with many others working a hybrid model. We are looking to add a detailed, analytical, self-motivated, and client-oriented candidate that is ready to manage a caseload of small employer 401(k) plans, learn how to also combo test with defined benefit/cash balance plans (if not already comfortable), and have a quick potential growth path if desired into a new business consulting and/or managerial role if demonstrated excellence.


  • Performing compliance testing, including Top Heavy, ADP/ACP, 401(a)(4), and 410(b)
  • Calculation of contributions including matching, safe harbor, and profit sharing (cross-tested)
  • Calculating minimum required, recommended, and maximum allowable DB plan contributions (can be taught)
  • Accrual-based trust accounting and asset reconciliation (most plans on record-keeping platforms)
  • Allocation of earnings for small amounts of pooled and FBO accounts
  • Preparation of 5500-SF and other government forms
  • Other team members are assigned the tasks of preparing/processing distributions as well as drafting plan documents, so this does not fall on administrators/plan consultants.
  • Interpreting plan documents and provisions
  • Promptly replying professionally via phone and email to questions from assigned 80+ clients
  • Remaining up-to-date with current legislation and proposed legislative changes related to retirement plans through self-study and webinar training
  • Assist with other tasks and projects as assigned


  • Working knowledge of ERISA, IRS, and DOL regulations
  • Strong verbal and written communication skills, with an emphasis on customer service
  • Excellent analytical capabilities, with great attention to detail
  • Ability to solve problems efficiently while being innovative and creative alone or in a team
  • Strong organizational skills: track tasks, set goals, and prioritize in a fast-paced environment
  • Proficient in the use of Excel, Word, Outlook, and Adobe PDF
  • ASPPA or NIPA designation – preferred, but not required
  • Experience with Defined Benefit/Cash Balance Plans – preferred, but not required
  • Experience with Datair Pension software – preferred, but not required
  • Minimum of 4+ years’ experience working for a TPA firm – STRONGLY preferred

This position requires extended work hours during peak periods (January to April) beyond the normal 37.5 hour work week. This can be a fully remote position OR in-person/hybrid in Rhode Island.

Competitive salary commensurate with experience. Full benefits package, including paid holidays and vacation, health, disability and life insurance, educational reimbursement, and generous HSA and 401(k) contributions. ½ day Fridays in the Summer are popular. Free snacks and tax-season meals for those in the office are also a plus.

How to Apply

If you want to join some fellow pension nerds and join a caring and fun team please visit our website to upload your resume and cover letter. We look forward to hearing from you to start a conversation to see if we would be a good mutual fit.

Apply Now

A Verified Employer
Compensation Planning Inc. has trusted BenefitsLink to help reach qualified candidates for this opening.

View All Jobs, Sorted by Date

Manage This Listing (employer only)

© 2024, Inc.