Junior 401(k) Plan Consultant - Compliance & Client Service

Colonial Group; United States; Remote; USD 65,000 - 90,000; Full time

Job summary

Colonial Group is seeking a retirement plan administrator to manage defined contribution plan documents, year-end testing, IRS filings, and distributions while maintaining strong client relationships and vendor coordination.

The role requires understanding of ERISA regulations, familiarity with ASPPA/NIPA designations (preferred), and excellent communication, analytical, and organizational skills. A Bachelor's degree and 2+ years of related experience are expected.

Qualifications

• Bachelor's degree or equivalent required for retirement plan work.
• At least 2 years of related experience in retirement plan administration.
• Understanding of ERISA regulations and retirement plan operations.
• Experience with 250+ client portfolios is preferred.
• Professional designation (ASPPA, NIPA) or progress toward designation preferred.

Responsibilities

• Prepares defined contribution plan documents.
• Conducts plan year-end non-discrimination testing (ADP, ACP, Top-heavy, 410(b), 415, 414(s)).
• Prepares IRS filings (5500, 5558, 5330) and assists auditors.
• Processes distributions (withdrawals, in-service, RMDs, loans, hardships).
• Maintains ongoing client contact and vendor management.
• Collaborates with vendors to automate data collection and analysis.
• Maintains client and due diligence files and meeting notes.
• Assists in plan applications, document review, and implementation.
• Supports the 401(k) department with industry knowledge and initiatives.

Skills

IRS Regulations

ERISA Regulations

Interpersonal skills

Verbal and written communication

Presentation skills

Attention to detail

Independent work

Leadership

Time management

Analytical skills

Education

Bachelor's Degree or equivalent

Two years of related work experience

ERISA/ASPPA/NIPA designation (preferred)

Tools

Microsoft Office

Job description

Colonial Group is seeking a retirement plan administrator to manage defined contribution plan documents, year-end testing, IRS filings, and distributions while maintaining strong client relationships and vendor coordination.

The role requires understanding of ERISA regulations, familiarity with ASPPA/NIPA designations (preferred), and excellent communication, analytical, and organizational skills. A Bachelor's degree and 2+ years of related experience are expected.