Retirement Plan Administration Consultant

Blue Ridge Associates•Columbia, MD

9d•Remote

About The Position

At Blue Ridge Associates, we don’t just administer retirement plans — we help people build lasting financial security. Through Employee Stock Ownership Plans (ESOPs) and 401(k) services, we empower employees across the country to take ownership of their financial futures. We’re proud to be one of the top ESOP administration firms in the nation, serving a diverse range of companies that believe in sharing success with their people. Whether remote or based in one of our seven offices across the country, our team members work together with a shared mission: to make it easy for plan sponsors and professionals to provide wealth-building benefits to business owners and their employees. As a Retirement Plan Administration Consultant, you’ll be a key contact for clients navigating the complex world of 401(k) and other qualified retirement plans. You will manage a full portfolio of client relationships, serve as a trusted advisor, and ensure compliance, accuracy, and exceptional service every step of the way.

Requirements

2+ years of direct 401(k) plan administration experience, including compliance testing
Bachelor’s degree preferred (ideally in Accounting, Finance, Math, Economics, or Statistics)
Strong analytical and organizational skills, with an aptitude for math and accounting
Advanced Excel proficiency and working knowledge of Microsoft Word
Excellent communication, time management, and client service skills
Ability to manage multiple priorities independently and meet deadlines
Enthusiasm for professional development and continuous learning
Must be able to provide and maintain a distraction-free work environment, a professional workspace, and reliable high-speed internet connection.

Nice To Haves

Currently pursuing or holding QKA, QPA, AKS, or APA certification is highly desirable

Responsibilities

Managing a portfolio of 401(k) client relationships as the primary point of contact
Performing annual compliance testing (coverage, nondiscrimination, top-heavy, etc.)
Calculating employer contributions and reconciling trust accounts
Preparing and filing annual government forms and participant statements
Completing or reviewing plan transactions such as loans, distributions, RMDs, and QDROs
Interpreting plan document provisions and recommending improvements
Collaborating with clients, advisors, auditors, and other service providers
Staying current on retirement plan regulations through continuing education and research
Participating in internal process improvement initiatives and team projects