Retirement Plan Consultant

Finway Group • , IA

6d • $60,000 - $75,000 • Hybrid

About The Position

The Retirement Plan Consultant is responsible for managing all aspects of ERISA compliance for qualified retirement plans, with a primary focus on Form 5500 filings, annual testing, and regulatory reporting. This role ensures compliance with Department of Labor (DOL) and Internal Revenue Service (IRS) requirements and supports clients and internal teams with complex plan administration needs.

Requirements

• 3-7 years of experience in ERISA compliance, Non-Discrimination Testing, and Form 5500 preparation required.
• Experience with FT William software in both compliance and 5500 modules required.
• Experience with PensionPro or other pension related platforms.
• In-depth understanding of IRS and DOL regulations related to qualified plans.
• Strong analytical, organizational, and Excel skills.
• Exceptional customer service skills, both verbal and written
• Proficient in all Microsoft Office applications such as: Word and Excel
• Strong attention to detail, file compliance, and accuracy

Nice To Haves

• ASPPA or CEBS designation (QKA, QPA, or CPC) strongly desirable

Responsibilities

• Prepare, review, and file annual Form 5500 returns and all related schedules.
• Conduct annual nondiscrimination testing (ADP/ACP, top-heavy, coverage, etc.).
• Interpret and apply ERISA, IRS, and DOL regulations to retirement plans.
• Coordinate with plan sponsors, auditors, and consultants to resolve compliance issues.
• Consult on plan designs.
• Maintain accurate records of filings and compliance testing results.
• Stay current with regulatory updates and communicate changes to the team.

Benefits

• 100% of premiums covered for employee health, dental, life, short-term disability, and $1,200 HSA contribution per year
• 3% company contribution to 401(k) and Cash Balance plan
• 15 days PTO with increasing amount with tenure, six paid holidays, plus two floating holidays
• Work/life balance strongly encouraged
• Business casual dress code while in office, jeans permitted
• Remote location can be offered if not in the Des Moines area

What This Job Offers

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