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Plan Consultant

Sentinel Benefits & Financial Group

in Remote / Wakefield MA

Logo for Sentinel Benefits & Financial Group

This position can be done remotely/Work From Home

Job Description – the Purpose of Your Role:

Do you want to work for a friendly, growing organization where people truly make the difference? How about a role that offers a fun, collaborative work environment and provides opportunity to work directly with clients?

We are seeking a knowledgeable, team-oriented Plan Consultant for our Retirement Plan Consulting Team. This position is customer service focused! You’ll be the day-to-day contact for your dedicated clients and responsible for the administration of retirement plans; communicating with clients; preparation of Form 5500 and conducting compliance testing.

The responsibilities include:

  • Developing and maintaining strong customer relationships across many different industries with varying levels of financial experience.
  • Answering a wide variety of client questions related to retirement plan administration, recordkeeping and participant inquiries on a daily basis.
  • Performing yearly compliance testing and annual valuations for qualified retirement plans to ensure that IRS guidelines are met.
  • Collaborating both internally and externally to facilitate the responsible handling of plan assets.
  • Review and interpret retirement plan documents, amendments, notices and summary plan descriptions.

The Behaviors That You Bring:

Integrity – Your customer-centric attitude and commitment to doing what is right for our clients and their participants.

Expertise – You are a team player and continuous learner. You share your knowledge with your team, embrace new learning opportunities, and search for ways to improve our operations.

Empowerment – You demonstrate organizational skills, the ability to manage priorities, deadlines, and troubleshoot issues independently.

Excellence – Your detail-oriented approach leads to quality processing results for our clients and your communication skills allow you to communicate effectively with clients and internal team members.

Innovation – You learn quickly, collaborate with others, and share your ideas for improving our service.

Skills & Experience:

  • You need to be the kind of switched-on self-starter who can handle a broad variety of tasks efficiently, accurately and positively.
  • A “people person” who truly enjoys interacting with customers.
  • Our industry is forever changing and we are looking for someone who is flexible and willing to embrace change.
  • At least 3 years of experience working in defined contribution plan administration or a related industry.
  • Ability to read and interpret retirement plan documents and have an understanding of the related rules and regulations, specifically ERISA. 
  • Intermediate to advanced knowledge of Microsoft Excel including the use of formulas and overall ability to learn and use different software packages. 
  • ASPPA Qualified 401(k) Administrator (QKA) or higher credential preferred.
  • Experience with Relius Administration strongly preferred.

Why Sentinel?

Sentinel Benefits & Financial Group is devoted to making a difference in the lives of our people, our clients and our community. The core values that you will bring are Integrity, Expertise, Empowerment, Excellence and Innovation. We work hard, but we also recognize the value of balancing business with personal life. That’s why Sentinel Benefits offers a flexible work environment for our employees. Arrangements include teleworking and flexible schedules that are made with managers on an individual basis according to specific job responsibilities.

Benefits include:

  • Several health plan options
  • A retirement plan allowing for traditional (pre-tax) and Roth (after-tax) 401(k) Contributions – and yes, there’s a match!
  • Life and disability insurance
  • Tuition reimbursement
  • Competitive paid time off, summer half days and the Sentinel Recharge program for tenured employees
  • Flexible work hours and the possibility of working from home

Our Company:

Sentinel Benefits & Financial Group proudly serves more than 3,500 clients throughout the U.S., and for 30 years, we’ve remained devoted to making a difference in the lives of our people, our clients and our community. With nearly 220 professionals tied to our mission to deliver great service—and a 9-year average associate tenure—we have become the thought leader we are today.

Sentinel was recently recognized by The Boston Globe as a Top Place to Work in 2020. In 2021, Sentinel earned a Top Workplace USA Award from Energage. Sentinel is also recognized as one of the largest employee benefits firms in Massachusetts (Boston Business Journal), a top 100 retirement plan adviser (PLANADVISER Magazine), and the 2016 recipient of the Best-in-Retirement Business IMPACT Award™ by Charles Schwab, our in-house experts—and their commitment to excellence—define who we are.

Our Culture:

Our people care about our organization. We are a company with a mission to be the best in our industry. Being part of this company means that you are part of something special. Sentinel Benefits & Financial Group offers paid vacation, 10 Holidays and 2 floating holiday, company sponsored medical and dental insurance, life insurance, AD&D, short and long‐term disability, 401(k) Plan and free parking.

Sentinel Benefits & Financial Group is an Equal Opportunity Employer.

How to Apply

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