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Retirement Plan Compliance Consultant

Blue Ridge Associates

(Remote)

Where Expertise Meets Purpose-Driven Impact

Build your career while helping people build a stronger financial future.

At Blue Ridge Associates, the work we do has a meaningful impact. We help companies provide retirement and employee ownership benefits that give people the opportunity to build wealth, plan for the future, and take greater ownership of their financial lives.

Through Employee Stock Ownership Plan (ESOP) Administration and Retirement Plan Services (RPS), we combine deep technical expertise with a genuine commitment to our clients and the people they serve. Our team supports companies across the country with complex retirement plan administration, compliance, and consulting services—helping make these important benefits work better for employers and their employees.

What makes Blue Ridge special is our people. We’re a team of professionals who value collaboration, expertise, continuous improvement, and doing work that matters. Whether working remotely or from one of our offices, our employees work together to solve complex problems, support our clients, and make a difference in the financial futures of millions of participants.

About Blue Ridge Associates

Blue Ridge Associates is a leading professional services firm specializing in third-party administration of Employee Stock Ownership Plans (ESOPs) and retirement plans, including 401(k), 403(b), cash balance, pension, and other qualified retirement plans.

Our client base spans the country, while our teams are located internationally across seven offices in the United States and two offices abroad, including Charlottesville, VA; Columbia, MD; Columbus, OH; Monrovia, CA; Riverside, CA; Maple Grove, MN; and Baxter, MN, as well as remote locations.

At Blue Ridge, you’ll have the opportunity to build your expertise, collaborate with talented professionals, and be part of a growing organization whose work helps people build financial security and share in the success of the companies they work for.

Join us in doing work that matters.

That’s Where You Come in as a Compliance Consultant

The Compliance Consultant serves as a key technical resource for retirement plan compliance matters, providing guidance on qualified plans, plan corrections, plan design, regulatory matters, and administration issues. Working closely with Compliance leadership and cross-functional teams, this role helps resolve technical questions, supports compliance initiatives, promotes consistent administration practices, and contributes to the ongoing technical knowledge across the organization.

Responsibilities:

Compliance Administration & Technical Support

• Provide technical consultation and support for compliance help desk inquiries from internal teams.
• Serve as specialized resource for corrections, IRS and DOL examination support, non-qualified plans, regulatory initiatives, and merger and acquisition (M&A) matters.
• Lead or support Internal Revenue Service examinations and other regulatory matters, including serving under a Power of Attorney when appropriately authorized and coordinating with counsel or other specialists as needed.
• Research and interpret complex regulatory requirements and translate findings into clear, practical recommendations.
• Support consistent application of compliance requirements and administrative practices across the organization.
• Assist with identifying and evaluating compliance risks and providing appropriate solutions.
• Championing case resolution for compliance help desk matters.

Compliance Consulting and Problem Resolution

• Provide consultation on plan corrections, operational failures, qualification issues, and other complex compliance engagements.
• Analyze plan provisions, administrative practices, and regulatory requirements to identify risks and recommend corrective actions.
• Support IRS and DOL filings, correction program submissions, audits, examinations, and other specialized compliance projects.
• Document technical analysis, recommendations, and correction methodologies for internal and external stakeholders.
• Oversee standards and technical review for QDRO review and processing, including resolution of complex or escalated matters.

Plan Design and Document Expertise

• Provide guidance on retirement plan design, administration, and operational compliance matters.
• Review plan documents, amendments, notices, and related compliance materials for technical accuracy and consistency.
• Support resolution of issues involving testing, allocations, eligibility, vesting, and plan operations.

Special Projects

• Support compliance consulting efforts with special projects.
• Assist with identification of compliance issues and evaluation of operational risks.  
• Participate in regulatory initiatives and process improvement efforts that impact retirement plan administration and compliance practices.
• Chair the Policy Committee and lead the evaluation, documentation, communication, and consistent application of compliance policies and administrative practices, with the support of Blue Ridge leadership.

Training and Knowledge Sharing

• Share technical knowledge, best practices, and insights with team members to support continued development across the organization.
• Assist in creating guidance materials, resources, and process documentation that promote consistency and technical accuracy.

Cross-Functional Collaboration

• Partner with Compliance, Operations, Administration, Sales, and Plan Document teams to resolve complex issues and support client needs.  
• Identify recurring compliance trends, process gaps, opportunities to strengthen operational efficiency.  

Assist in translating legislative and regulatory changes in procedures, tools, communications, and operational practices.  

What We’re Looking for in a Compliance Consultant:

The ideal Compliance Consultant will be:

• Detail-oriented
• Analytical and solution-focused
• Research-driven
• Organized and able to manage competing priorities
• A clear and professional communicator
• A collaborative and supportive team member
• Committed to continuous learning and professional development

 Compliance Consultant Requirements:

• 5-8+ years of retirement plan experience, preferably within a TPA, recordkeeper, consulting, or retirement services environment.
• Strong knowledge of ERISA, Internal Revenue Code requirements, IRS and DOL regulations, and retirement plan compliance administration.
• Expertise in plan corrections, regulatory research, plan documents, compliance testing, retirement plan administration, and compliance consulting.
• Excellent written and verbal communication skills, including the ability to explain complex technical concepts to both technical and non-technical audiences.
• Demonstrated ability to manage multiple priorities and contribute to projects across cross-functional teams.
• Proficiency with Microsoft Office Suite and retirement plan administration systems.

Preferred Experience and Qualifications

• Associate or bachelor’s degree. Equivalent skills and industry experience will be considered in lieu of a degree.
• Industry designation such as ERPA, CPC, TGPC, QPA, QKA or comparable credential, or CPA, attorney or actuarial license, strongly preferred.
• Experience contributing to technical knowledge-sharing initiatives.
• Familiar with non-qualified plans and advanced retirement plan consulting engagements.

Why You’ll Love Working Here as a Compliance Consultant:

You’ll join a company that values hard work, supports each other, and believes in doing work that matters.

We offer:

• Competitive salary & comprehensive benefits (medical, dental, vision, life, disability)
• 401(k) with company match + HSA with company contribution
• Generous PTO for parental leave, vacation, and holiday time
• Support for certifications, association dues, and professional development
• A collaborative and inclusive company culture: happy hours, social events, employee-led committees, and volunteer opportunities

Join Us as We Build Wealth for Generations

Everything we do is driven by our vision. We see a future where more people achieve financial independence, enjoy meaningful retirement, and leave a legacy.

We live by our values every day:

• Precision – Accurate records, timely and error-free service
• Efficacy – Ensuring compliance and guiding clients toward retirement readiness
• Advocacy – Supporting regulatory changes that benefit employers and employees
• Collaboration – Trusted partners to clients, advisors, and teammates
• Excellence – Proactive, personalized, high-touch service in all we do

This is more than a job. It’s your opportunity to build a meaningful career while helping others build financial security for life.

Apply now and make a career out of making a difference!

Compensation

Blue Ridge is committed to equal pay and pay transparency. The anticipated salary range for this position is $75,000 - $105,000 annually. Compensation may vary based on geographic location, relevant experience, education and training, key skills, internal equity, and business needs. 

Equal Opportunity Employer

Must be authorized to work in the US.

How to Apply

To apply, navigate to our Blue Ridge Associates Careers page and select the Compliance Consultant link. 

Apply Now

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