About the role

  • 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

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)
  • Highly preferred if a candidate can speak Mandarin, Cantonese, or Spanish to better serve our clients
  • 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
  • Currently pursuing or holding QKA, QPA, AKS, or APA certification is highly desirable

Benefits

  • Remote-first work culture with in-office options (VA, MD, OH, IL, CA, MN)
  • Competitive salary & comprehensive benefits (medical, dental, vision, life, disability)
  • 401(k) with company match + HSA with company contribution
  • Generous PTO for parental leave, vacation, and holiday time
  • Support for certifications, association dues, and professional development
  • A collaborative and inclusive company culture: happy hours, social events, employee-led committees, and volunteer opportunities

Job title

Retirement Plan Administration Consultant

Job type

Experience level

JuniorMid level

Salary

Not specified

Degree requirement

Bachelor's Degree

Location requirements

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