Retirement Plan Consultant

TL;DR

Retirement Plan Consultant: Service a book of clients supporting retirement plan administration and recordkeeping with an accent on customer service, compliance testing, and recordkeeping tasks. Focus on performing nondiscrimination tests under IRC sections, preparing valuation reports, and handling participant inquiries on contributions, distributions, and investments.

Location: Remote (US-based, salary calibrated to geographic location)

Salary: $65,000 - $85,000 depending on experience

Company

hirify.global is an employee benefits firm serving nearly 5,000 clients throughout the U.S. with retirement plans, group health insurance, and financial planning solutions.

What you will do

• Develop and maintain strong customer relationships across industries.
• Answer daily client questions on plan administration, recordkeeping, payroll contributions, distributions, investments, audits, and reporting.
• Perform yearly compliance testing and annual valuations to meet IRS guidelines.
• Calculate projected and actual plan contributions using various allocation methods.
• Collaborate internally and externally to handle plan assets and ensure timely reporting.
• Review and interpret retirement plan documents, amendments, notices, and summary plan descriptions.

Requirements

• At least 3 years of experience in defined contribution plan administration with Third Party Administrator focus
• Intermediate to advanced Microsoft Excel knowledge including formulas
• Familiarity with retirement plan types: 401(k), 403(b), profit sharing, non-qualified, defined benefit
• Experience with retirement plan compliance testing (IRC §410(b), §401(a)(4), ADP/ACP, §414(s), §416)
• Ability to learn and use software packages; Relius Administration preferred
• ASPPA QKA or higher credential preferred

Culture & Benefits

• Unlimited PTO after 2 years, 12 paid holidays, 2 volunteer days, 5 summer half days
• Medical, dental, vision, life insurance, LTD/STD, retirement plan with 4% employer match
• Parental leave
• Top Place to Work awards by Boston Globe and Top Workplaces USA
• Focus on team culture, excellence, and positive impact