Retirement Plan Consultant

Aston Carter • Berwyn, IL

22h • $31 - $34 • Remote

About The Position

The Retirement Plan Consultant serves as the main contact and compliance expert for employer-sponsored retirement plans, including 401(k), 403(b), profit-sharing, and Pooled Employer Plans (PEPs). This role ensures regulatory compliance while providing consulting and client service for both single-employer and pooled plans.

Requirements

• Strong understanding of regulatory compliance in retirement plans.
• Expertise in compliance testing software.
• Exceptional customer service skills.

Nice To Haves

• Bachelor’s degree in Accounting, Finance, Business, or a related field preferred.
• 4–8 years of experience in retirement plan administration with a TPA or recordkeeper.
• Experience managing both single-employer and pooled employer plans (PEPs).
• Professional certifications such as QKA, QPA, CPC, APA, APR are preferred.
• Proficiency with Relius, FTWilliam, ASC, and Microsoft Excel.

Responsibilities

• Act as the primary consultant for plan sponsors and participating employers in PEPs.
• Provide guidance on plan design, compliance testing, and fiduciary best practices.
• Perform annual compliance testing and prepare Form 5500 filings.
• Oversee onboarding and administration of adopting employers in PEPs.
• Collaborate with Pooled Plan Providers, recordkeepers, and custodians.
• Advise on plan mergers, terminations, and compliance corrections.
• Stay current on legislative and regulatory updates impacting retirement plans.

Benefits

• Medical, dental & vision
• Critical Illness, Accident, and Hospital
• 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available
• Life Insurance (Voluntary Life & AD&D for the employee and dependents)
• Short and long-term disability
• Health Spending Account (HSA)
• Transportation benefits
• Employee Assistance Program
• Time Off/Leave (PTO, Vacation or Sick Leave)

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level