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Retirement Plan Consultant


in Utica NY / Huntingdon Valley PA / Pittsburgh PA / Fairport NY / Syracuse NY / Houston TX / Telecommute

Hours/Week: 40 hours                                

General Description:

This position is responsible for overseeing the workflow of assigned clients and retirement plans; communicating with clients; preparation of 5500 and ERISA reports and conducting compliance testing; maintaining proficiency in regulatory developments.  This position specializes in 403(b)/457 plans and is experienced in tax exempt and governmental plans.

Job Duties:

  • Communicate with clients.
  • Maintain proficiency in regulatory requirements.
  • Review of annual reports.
  • Conduct and analyze discrimination testing.
  • Responsible for year-end allocations (including New Comparability calculations)
  • Prepare annual 5500 with related forms and reports and assure timely filing.
  • Review new plan setup.
  • Assure that plans assigned remain in compliance with current rules and regulations.
  • Review transaction rejects.
  • Assist with census problems.
  • Assist in conducting Plan audits when necessary.
  • Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to pertinent policies, procedures, and internal controls, and meet all job-specific training requirements in a timely fashion.


Applicant Requirements:


  • B.S. Degree in Business or related field, ASPPA designations such as QKA, QPA, or CPC are preferred.


  • Well-developed written and oral communication skills
  • Proficient mathematics skills
  • Relate to co-workers and customers with respect, providing clear and detailed information
  • Display an intermediate level competency with Microsoft Word and Excel, as well as personal computer skills


  • Minimum three years of experience in Pension Plan Administration and Retirement Industry.  Strong background in 403(b) / 457 plans is preferred.  Knowledge of tax exempt and governmental plans including hospitals and public education systems.

How to Apply

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This ad has been viewed 1947 times. It expires on 2/6/2018.

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