Retirement Plan Administration Consultant
Required skills
- cross-testing
- ADP/ACP testing
- DC plans
- employer contributions
- compliance corrections
- 5500s
- client data tracking
- plan design
- communication skills
- problem-solving skills
Nice to have
- QKA
- profit-sharing contributions
- new comparability allocation methods
Role summary
Cetera Retirement Plan Specialists (TPA) is seeking a Retirement Plan Consultant to assist plan sponsors with retirement plan administration. The role involves performing compliance testing (cross-testing, ADP/ACP), calculating employer contributions, delivering year-end packages, ensuring timely filing of 5500s and compliance corrections, and consulting on plan design. The ideal candidate will have at least 3 years of Defined Contribution Plan Administration experience, strong client service, organizational, and problem-solving skills, and the ability to manage multiple priorities in a fast-paced environment. Experience with new comparability and designations like QKA are a plus.
At Cetera Retirement Plan Specialists (TPA), we help plan sponsors navigate the complexities of retirement plan administration with confidence. Our success is built on delivering exceptional service, solving problems proactively, and continuously improving how we work. We empower our team members to take ownership, think critically, and drive solutions that create meaningful value for our clients and colleagues.
As we continue to grow, we are seeking a Retirement Plan Consultant who is passionate about client service, enjoys tackling complex challenges, and wants to make a direct impact on the success of our clients’ retirement plans and the participants they serve.
What you will do:
- Review and perform compliance work related to cross-testing and ADP/ACP testing for DC plans.
- Calculate employer contributions.
- Deliver testing results and year end packages to clients.
- Ensure compliance corrections are completed timely and 5500s are filed timely.
- Track data received/not received from clients and follow up accordingly.
- Work with clients, advisors and other internal teams to resolve compliance issues.
- Consult on plan design.
What you need to have:
- At least 3 years of Defined Contribution Plan Administration experience.
- Strong organizational, communication, and problem-solving skills.
Ability to manage multiple priorities in a fast-paced environment.
Positive, customer-focused attitude with a commitment to exceptional service.
Ability to adapt quickly and work effectively in a growing, dynamic organization.
- Ability to work independently in a fast-paced environment to meet deadlines while maintaining attention to detail.
- Experience calculating profit-sharing contributions using new comparability allocation methods not required but is a plus.
Retirement industry designations such as QKA are a plus.
