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Retirement Plan Benefits Consultant

Compass Retirement Consulting Group

in Remote / Stratham NH

Logo for Compass Retirement Consulting Group

Who We Are and What We Do

Compass Retirement Consulting Group is a third-party administrator (TPA) that provides client companies with retirement plan design, administration, actuarial services, and ongoing consulting services to ensure our clients’ plans are in compliance with DOL, ERISA, IRS, and other regulations.  Our headquarters are in Stratham, NH, but our clients are nationwide in various industries and sizes.  We are passionate about the use of technology and are always looking for more streamlined ways to perform tasks.

What We Are Looking For

We are looking for a talented individual with an entrepreneurial spirit who is able to manage full-cycle plan administration for a book of business and who is motivated and open to growth and learning opportunities while working hard in a collaborative environment.  Attention to detail, problem-solving skills, and the ability to communicate effectively are key attributes we look for in all our employees.  Those with at least 5 years of relevant industry (working for a financial advisor, investment company, or TPA), experience and Datair, Pension Pro, or FT Williams software knowledge are highly desirable.

What You Will Do

The Retirement Plan Administrator position will work with an assigned book of business to perform annual testing, asset valuations, calculations, and complete required filings. 

Specific tasks include:

  • perform projections, tests, and calculations
  • correct errors and late deferrals as needed
  • complete excess distribution forms for client and follow-up with client and vendors as necessary to ensure the corrections were made
  • review plan documents and service agreements for new clients and upload required information into software. 
  • calculate employer contributions and true-up contributions accurately and timely
  • upload vesting information to vendor websites to ensure accuracy
  • create plan termination packages and follow through on required steps
  • identify RMD eligible participants and mandatory force-out distributions

What We Offer

A competitive benefits package with a generous employer contribution towards premiums for Medical, Dental, and LTD as well as group pricing on Vision, STD, Life and other insurance plans.  We believe in family first here and encourage employees to take time to rest, play, and recharge so we offer ample PTO time and holiday schedule.  We support and encourage employees’ goals to further their education and pay for courses and testing materials for both NIPA and ASPPA.  Our retirement plan offers both pre-tax and Roth contributions and a 3% Safe Harbor employer contribution. 

Visit our website at compass-cg.com.  

Interested?  Good – we’re anxious to hear from you!

How to Apply

Email a cover letter and resume to jobs@compass-cg.com or apply online using the button below.

Apply Now


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