Remote Retirement Plan Consultant & Advisor

Blue Ridge; United States; Hybrid; USD 85.000 - 110.000; Vollzeit

Benefits dieser Stelle

Remote-first work culture

In-office options (VA, MD, OH, CA, MN)

401(k) with company match + HSA

Zusammenfassung

Blue Ridge Associates is seeking a Retirement Plan Consultant to manage a client portfolio of 401(k) and other qualified plans, ensuring compliance, accuracy, and exceptional service. You will work as a trusted advisor with clients, advisors, and recordkeepers.

With 2–6 years of experience in plan administration, you’ll translate complex ERISA guidance into practical solutions, maintain data in CRM, and help test and file government forms.

Qualifikationen

• 2-6 years of related experience in plan administration and plan review.
• 2 years of hands-on plan administration experience.
• Experience with retirement plan administration and compliance software.
• Experience with 401(k) and 403(b) Plans, Profit Sharing, Cash Balance and Defined Benefit Plans.
• Proven ability to work directly with clients, advisors, and recordkeepers.

Aufgaben

• Ensuring timely review and delivery of annual compliance testing and filings.
• Maintaining accuracy of data in CRM for plan load and reporting.
• Communicating with customers and assisting with benefit distributions.
• Developing relationships with clients, advisors & CPAs.
• Interfacing with recordkeeping providers to ensure a positive client experience.
• Developing technical skills to become a subject matter expert in regulatory practices.

Kenntnisse

Client service

Regulatory knowledge

Plan administration

Relationship management

Excel

Communication

Word

Analytical thinking

Ausbildung

Bachelor’s degree preferred in Accounting/Finance/Math/Economics/Statistics

Tools

FT William

Datair

Relius

Jobbeschreibung

All Jobs > Retirement Plan Consultant - DC

Where Technical Expertise Meets Purpose-Driven Impact

Build your career while helping people build a stronger financial future.

At Blue Ridge Associates, the work we do has a meaningful impact. We help companies provide retirement and employee ownership benefits that give people the opportunity to build wealth, plan for the future, and take greater ownership of their financial lives.

Through Employee Stock Ownership Plan (ESOP) Administration and Retirement Plan Services (RPS), we combine deep technical expertise with a genuine commitment to our clients and the people they serve. Our team supports companies across the country with complex retirement plan administration, compliance, and consulting services—helping make these important benefits work better for employers and their employees.

What makes Blue Ridge special is our people. We’re a team of professionals who value collaboration, expertise, continuous improvement, and doing work that matters. Whether working remotely or from one of our offices, our employees work together to solve complex problems, support our clients, and make a difference in the financial futures of millions of participants.

About Blue Ridge Associates

Blue Ridge Associates is a leading professional services firm specializing in third-party administration of Employee Stock Ownership Plans (ESOPs) and retirement plans, including 401(k), 403(b), cash balance, pension, and other qualified retirement plans.

Our client base spans the country, while our teams are located internationally across seven offices in the United States and two offices abroad, including Charlottesville, VA; Columbia, MD; Columbus, OH; Monrovia, CA; Riverside, CA; Maple Grove, MN; and Baxter, MN, as well as remote locations.

At Blue Ridge, you’ll have the opportunity to build your expertise, collaborate with talented professionals, and be part of a growing organization whose work helps people build financial security and share in the success of the companies they work for.

Join us in doing work that matters.

That’s Where You Come in as a Retirement Plan Consultant

As a Retirement Plan 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.

Your Responsibilities Include:

• Ensuring timely review and delivery of annual compliance testing, contribution calculations, and governmental forms and filings.
• Maintaining accuracy of data in client relationship management system for use in managing plan load and reporting.
• Communicating with customers and assists with benefit distributions.
• Demonstrating an excellent level of proactive client focus and teamwork with clients, advisors, CPAs, and internal partners.
• Protecting, securing, and handling of all confidential data transmitted to/from the organization.
• Developing, maintaining, and strengthening relationships with clients, advisors & CPAs.
• Interfacing with recordkeeping providers to ensure a positive client experience.
• Developing technical skills to become a subject matter expert in regulatory and industry practices.
• Communicating significant issues and exceptions to an appropriate higher level of authority within your assigned team promptly.
• Remaining self-motivated to track upcoming deadlines and follow up with clients consistently for data or additional information.
• Follows Blue Ridge Associates company policy and procedures to ensure a uniform product and process for all clients.
• Assisting internal departments, as needed, with plan administration.
• Understanding and discussing:
  • ADP/ACP testing
  • Cross-testing and other profit-sharing allocation methods
  • Cash balance and 401(k) plan design coordination

Perform other tasks as assigned

Requirements

What We’re Looking for in a Retirement Plan Consultant

We’re seeking professionals who bring technical knowledge, strong client service skills, and a commitment to continuous learning. You take pride in the details because you know your work has a lasting impact on people’s financial well-being.

Required experience

• 2-6 years of related experience in plan administration and plan review.
• 2 years of hands-on plan administration experience (e.g., completing nondiscrimination, top-heavy, annual contribution limits, etc.)
• Experience with retirement plan administration and compliance software (e.g., FT William, Datair, Relius, etc.)
• Experience working with 401(k) and 403(b) Plans, Profit Sharing, Cash Balance and Defined Benefit Plans, PEPs, MEPs and/or Groups of Plans.
• Proven ability to work directly with clients, advisors, and recordkeepers in a consultative capacity.
• Experience reading and interpreting retirement plan documents with a basic understanding of related rules and regulations.
• Experience interpreting plan documents and applying ERISA, IRS, and DOL guidance.
• Proficient knowledge of Microsoft Office Suite products and systems.
• Advanced Excel proficiency and working knowledge of Microsoft Word.

Preferred experience

• Experience working in defined contribution administration and/or Third-Party Administration (TPA) consulting
• Experience working with various recordkeeping platforms

Education & Credentials

• Bachelor’s degree preferred (ideally in Accounting, Finance, Math, Economics, or Statistics).
• ASPPA (e.g., QKA, QKS, etc.), NIPA (e.g., APA, AKS, etc.), ERPA, or similar retirement plan credentials preferred (or willingness to obtain).

Skills and Competencies

• Strong consultative and relationship-management skills.
• Exceptional written and verbal communication.
• Ability to simplify complex retirement plan concepts for clients and advisors.
• Effective collaboration, problem solving, and organizational skills.
• Excellent communication, time management, follow-through, and client service skills
• Strong verbal/written communication skills as well as attention to details.
• Ability to manage multiple priorities and deadlines in a fast-paced environment.
• Self-motivated and capable of working independently while collaborating effectively with a team.
• Professional, positive, and client-focused demeanor.

Why You’ll Love Working Here as a Retirement Plan Consultant DC

You’ll join a company that values hard work, supports each other, and believes in doing work that matters.

We offer:

• Remote-first work culture with in-office options (VA, MD, OH, CA, MN)
• 401(k) with company match + HSA with company contribution
• GenerousPTO 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

Join Us as We Build Wealth for Generations

Everything we do is driven by our vision. We see a future where more people achieve financial independence, enjoy meaningful retirement, and leave a legacy.

We live by our values every day:

• Precision – Accurate records, timely and error-free service
• Efficacy – Ensuring compliance and guiding clients toward retirement readiness
• Advocacy - Supporting regulatory changes that benefit employers and employees
• Collaboration– Trusted partners to clients, advisors, and teammates
• Excellence– Proactive, personalized, high-touch service in all we do

Compensation

Blue Ridge is committed to equal pay and pay transparency. The anticipated hiring range for this position is $60,000 - $90,000 annually. This range represents the anticipated pay for this role across multiple U.S. labor markets and is intended as a general guideline.

Actual compensation will be determined based on a variety of factors, including but not limited to the scope and responsibilities of the role, relevant experience, work location, education and training, key skills, internal equity, external market data, and current business considerations.

This is more than a job. It’s your opportunity to build a meaningful career while helping others build financial security for life.

Apply now and make a career out of making a difference!