[Hiring] Retirement Plan Administration Consultant @Transition Finance Strategies Llc

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description As a Retirement Plan Administration Consultant, you’ll be a key contact for clients navigating the complex world of 401(k) and other qualified retirement plans. You will manage a full portfolio of client relationships, serve as a trusted advisor, and ensure compliance, accuracy, and exceptional service every step of the way. • 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 Qualifications • 2+ years of direct 401(k) plan administration experience, including compliance testing • Bachelor’s degree preferred (ideally in Accounting, Finance, Math, Economics, or Statistics) • 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 Apply tot his job Apply To this Job