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Retirement Plan Consultant

Benefit Resources, Inc.

(Sacramento CA / Hybrid)

Logo for Benefit Resources, Inc.

Are you passionate about retirement plan administration but tired of working for such a big company? Consider joining our team! Benefit Resources was established in 1987 and is a family owned and locally staffed company which is supportive and collaborative, with room for professional growth. We believe in maintaining reasonable expectations of staff, affording each the opportunity to attend to their personal responsibilities and aspirations. This is not a sales position; our administrators are assigned their caseload and are expected to perform a wide range of administrative duties (described below) which we believe helps foster a sense of meaningful contribution to the community and satisfaction with their role in the organization.

Employee benefits include medical, dental, and vision insurance, short- and long-term disability and life insurance, 12 annual holidays (mostly Federal), 12 days paid vacation to start, and 8 days of sick leave each year. Eligibility to accrue most benefits is after 90 days of employment. Our 401(k) (safe harbor match) Plan enrolls new participants the calendar quarter following 6 months of employment.

Full-Time Position

Salary ranges $70k to $85k

Responsibilities:

  • Client census review and processing
  • Eligibility and eligible compensation determination
  • Non-discrimination and coverage testing
  • Preparation of financial reports and Form 5500 tax forms and related schedules
  • Financial statement reconciliation, preparation of financial reporting
  • Client interaction, including with regard to complex administrative subject matter
  • Retirement plan document and amendment preparation
  • Plan correction processes, including through EPCRS

Requirements:

  • High school diploma or equivalent (associate or bachelor's degree preferred)
  • Proven experience as a retirement plan administrator (3+ years, NIPA or ASPPA credential preferred)
  • Experience with Relius Administration preferred but not required
  • Proficient in Microsoft Office (e.g., Word, Excel, PowerPoint)
  • Excellent and prompt communication skills, both written and verbal
  • Attention to detail and accuracy in work
  • Ability to work independently and as a part of a team
  • Ability to report to the Sacramento office when requested
  • Professional demeanor with a positive attitude

OPPORTUNITY:

This position provides the opportunity to continue your career with an experienced retirement plan TPA firm, primarily from home if preferred, while functioning in all aspects of the plan administrative process. You will be supported in your work by your colleagues and our dedicated review staff. Continuing education opportunities are encouraged, available during normal work hours, and paid for by the company. After you’ve settled into your role, additional opportunities to diversify your responsibilities beyond regular plan administration are made available and include becoming a member of one of our specialized departments, such as Distribution, Documents, Review, Technology, or New Business.

How to Apply

To apply, please email your résumé to khanson@benefit-resources.com


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