Retirement Plan Consultant (2026)

Sentinel Group • Wakefield, MA

2d • $65 • Remote

About The Position

Do you want to work for a fun, growing organization where people truly make a difference?
The Plan Consultant position offers a retirement plan professional an opportunity to service a book of clients supporting their retirement plan administration and recordkeeping. This position is customer service and compliance focused! You’ll be the day-to-day contact for your dedicated clients and responsible for the administration of retirement plans; communicating with clients; overseeing recordkeeping tasks, preparing valuation reports and conducting compliance testing.

Requirements

• At least 3 years of experience working in defined contribution plan administration with Third Party Administrator focus.
• Intermediate to advanced knowledge of Microsoft Excel including the use of formulas and overall ability to learn and use different software packages.

Nice To Haves

• Experience with Relius Administration software preferred
• ASPPA Qualified 401(k) Administrator (QKA) or higher credential preferred

Responsibilities

• 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. (i.e. payroll contributions, distributions, investments, audits and plan reporting)
• Performing yearly compliance testing and annual valuations for qualified retirement plans to ensure that IRS guidelines are met.
• Calculate projected and actual plan contributions - employer matching contributions, including safe-harbor match; profit sharing contributions utilizing pro rata, integrated and new comparability allocation methods; self-employed contributions.
• Collaborating both internally and externally to facilitate the responsible handling of plan assets.
• Reviewing and interpreting retirement plan documents, amendments, notices and summary plan descriptions.
• Interact with other Sentinel departments and external business partners to ensure timely and accurate completion of annual nondiscrimination testing and reporting requirements and assist in the effective management of client relationships

Benefits

• PTO (vacation, sick, personal time bank) - Unlimited FTO after 2 years of service
• 12 Paid Holidays (10 stated and 2 floating holidays)
• 2 Community Volunteer Days
• 5 Summer Half Days
• Medical, Dental, Vision
• Life Insurance
• LTD & STD
• Retirement Plan with 4% Employer Match
• Parental Leave

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed