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Retirement Plan Consultant

Qualified Plan Administrators, LLC (QPA)

(Remote)

Salary Range: $60K - $90K - Employment Type: Full-time, Exempt

Anticipated Close/Fill Date: 1/29/2027

We will review applications immediately and may close recruitment once a qualified candidate is identified.

Agency Notice: QPA is conducting this recruitment directly. We do not accept unsolicited resumes from staffing agencies, placement firms, or recruiters. No placement fees will be paid. Direct applicants only.

Position Summary

The Retirement Plan Consultant is the primary relationship manager and trusted advisor for an assigned portfolio of qualified retirement plans. Consultants guide clients, oversee annual administration, review deliverables, and coordinate with specialized internal teams to ensure accurate, compliant, and timely results.

This is a consulting and oversight role supported by dedicated back-office, compliance, transactions, actuarial, and operations resources. Strong technical judgment is essential, but consultants are not expected to perform every administrative task personally. Success combines retirement plan expertise with outstanding service, clear communication, accountability, and teamwork.

Build Your Career Helping Others Build Their Future

At QPA, we believe great consulting starts with relationships. As an independent third-party administrator, we provide objective guidance to employers and their advisors. Our collaborative, fully remote model gives consultants the support and tools to focus on solving problems, building trust, and helping clients succeed.

We value integrity, humility, initiative, professional respect, and continuous learning. We embrace thoughtful processes, automation, and evolving technology to improve quality and create a consistent client experience.

Primary Responsibilities

Plan Oversight & Administration

• Lead annual administration for an assigned portfolio and coordinate timely completion of valuations, testing, allocations, statements, and filings.
• Review completed work for accuracy, reasonableness, compliance, and plan-specific considerations.
• Interpret plan provisions; identify regulatory and operational issues; coordinate corrections, amendments, audits, conversions, and terminations.
• Monitor deadlines, maintain organized electronic records, and document decisions and client communications.

Client Service

• Serve as the primary contact and trusted advisor to plan sponsors.
• Explain technical retirement plan matters clearly and provide practical, responsive guidance.
• Build strong working relationships with financial advisors, accountants, auditors, attorneys, payroll providers, and recordkeepers.
• Anticipate client needs, communicate expectations, and follow through on commitments.

Internal Collaboration & Process Improvement

• Coordinate with back-office, compliance, actuarial, transactions, and operations specialists; provide clear instructions and review results.
• Share knowledge, support colleagues, and ensure work can be understood and continued by another team member.
• Use standardized workflows and documentation practices to provide consistent service across QPA.
• Embrace new technology, automation, and process improvements; identify opportunities to strengthen service and efficiency.

Technical Competencies

Working knowledge of qualified retirement plan administration; ERISA, IRS, and DOL requirements; plan documents; compliance testing; annual valuation review; contribution calculations and allocations; government reporting; distributions; and plan corrections. Familiarity with ASC, PensionPro, PensionPal or comparable systems, and Microsoft Excel is beneficial.

Team Expectations

• Take ownership of client service while working as part of one coordinated QPA team.
• Manage priorities independently in a remote environment; meet commitments and raise concerns early.
• Communicate respectfully, document thoroughly, and seek specialist input when appropriate.
• Remain curious, adaptable, and open to improved tools and methods.

Success Measures

Success is reflected in client satisfaction, accuracy and timeliness of deliverables, sound technical judgment, proactive communication, effective coordination, organized documentation, teamwork, and continued professional growth.

Minimum Qualifications

• Experience in retirement plan administration or closely related employee benefits, financial, or accounting work; prior TPA consulting experience strongly preferred.
• Strong knowledge of qualified retirement plan fundamentals and the ability to recognize and resolve administration and compliance issues.
• Demonstrated client relationship, organization, analytical, and communication skills.
• Ability to manage multiple priorities accurately and independently while collaborating with a remote team.
• Experience with defined contribution and/or defined benefit plans, ASC or comparable software, and industry credentials (QKA, QPA, CPC, ERPA) are valued.

Ideal Candidate

You are technically capable and genuinely enjoy helping clients. You can see the big picture, recognize when details require attention, and confidently coordinate the right resources. You take pride in your work without needing to do everything yourself. You share information freely, welcome better processes, and understand that the best client experience comes from a strong, dependable team.

Working Conditions

This is a fully remote role. Workloads may increase around regulatory deadlines. Consultants are expected to plan effectively, communicate proactively, and seek support when needed.

How to Apply

Qualified candidates should email a resume and salary expectations to Attn: Travis Ovitt at careers@qpallc.com

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