Retirement Plan Consultant (2026)

The Plan Consultant position offers a retirement plan professional an opportunity to service a book of clients supporting their retirement plan administration and recordkeeping. This position is customer service and compliance focused!

Requirements

• 3+ years of experience working in defined contribution plan administration with Third Party Administrator focus
• Intermediate to advanced knowledge of Microsoft Excel
• Experience with Relius Administration software preferred
• ASPPA Qualified 401(k) Administrator (QKA) or higher credential preferred

Benefits

• PTO (vacation, sick, personal time bank) - Unlimited FTO after 2 years of service
• 12 Paid Holidays (10 stated and 2 floating holidays)
• 2 Community Volunteer Days
• 5 Summer Half Days
• Medical, Dental, Vision
• Life Insurance
• LTD & STD
• Retirement Plan with 4% Employer Match
• Parental Leave