Senior Retirement Plan Consultant

Responsibilities

• Administer a portfolio of approximately 65–75 qualified retirement plans from A-Z
• Perform annual compliance testing including ADP/ACP, Top Heavy, 410(b), 401(a)(4), 414(s), and other nondiscrimination testing
• Coordinate annual valuations and collect year-end census information for actuarial partners
• Deliver contribution options, Annual Valuation Reports (AVRs), participant statements, and Form 5500 filings
• Review and interpret plan documents and recommend design enhancements
• Process participant transactions including distributions, loans, hardships, and rollovers
• Prepare and file government forms including Forms 5500, 8955-SSA, and 5330
• Perform trust accounting for pooled investment and self-directed brokerage accounts
• Analyze Controlled Group and Affiliated Service Group ownership structures
• Serve as a trusted advisor to clients on operational and compliance matters

Requirements

• 5-7+ years of full-cycle (A-Z) qualified retirement plan administration experience
• Experience with MEP/PEP plans strongly preferred
• Demonstrated experience administering complex defined contribution retirement plans
• Excellent client relationship management and communication skills
• Strong analytical, organizational, and project management abilities
• Detail-oriented with exceptional mathematical and accounting aptitude
• Ability to work independently in a fast-paced remote environment

Preferred Qualifications

• ASPPA QKA designation

Benefits

• Flexible workplace options
• Flexible PTO including unlimited options
• Comprehensive health, dental, vision, life, and disability coverage
• Growth and career development support
• Incentive bonus programs

About the Company

Pension Financial Services (PFS) is a pension specialist providing actuarial and retirement planning services to over 800 clients. As an operating partner of Strongpoint Partners, PFS combines service passion with technical expertise to make retirement work for everyone.