Retirement Plan Administration Consultant

Cetera Financial Group; Dallas (TX); On-site; USD 83,000 - 110,000; Full time

Benefits offered by this job

Health insurance

401(k) matching

Paid time off

Job summary

Cetera Retirement Plan Specialists (TPA) is seeking a Retirement Plan Consultant to support plan sponsors with DC plan administration and compliance testing. You will handle client caseloads, deliver testing results and year-end packages, and coordinate with clients and advisors to resolve issues.

The role requires a minimum of 3 years in DC Plan Administration within a TPA and offers a base salary of $83,000–$110,000 with a performance-based bonus in Dallas, TX.

Qualifications

• 3+ years of Defined Contribution Plan Administration experience within a TPA.
• Cash Balance/Defined Benefit plan administration is not required but a plus.
• Experience reviewing cross-testing and ADP/ACP testing for DC plans.

Responsibilities

• Maintain responsibility of client caseload management; primary contact for assigned caseload.
• Deliver testing results and year-end packages to clients; ensure 5500s are signed and filed timely.
• Track data received/not received from clients and follow up accordingly.
• Consult with clients, advisors and other parties on plan-related issues to develop long-term relationships.
• Work with clients, advisors and other internal teams to resolve compliance issues and answer questions as they arise.

Skills

DC Plan Admin

ADP/ACP testing

Client service

Job description

Job Description

At Cetera Retirement Plan Specialists (TPA), we help plan sponsors navigate the complexities of retirement plan administration with confidence. Our success is built on delivering exceptional service, solving problems proactively, and continuously improving how we work. We empower our team members to take ownership, think critically, and drive solutions that create meaningful value for our clients and colleagues.

As we continue to grow, we are seeking a Retirement Plan Consultant who is passionate about client service, enjoys tackling complex challenges, and wants to make a direct impact on the success of our clients’ retirement plans and the participants they serve.

What you need to have:

At least 3 years of Defined Contribution Plan Administration experience within a TPA

Cash Balance/Defined Benefit Plan Administration experiencenot required but is a plus.

Review and perform compliance work related to cross-testing and ADP/ACP testing for DC plans

Calculation of profit-sharing contributions using new comparability allocation methods

Strong organizational skills, able to work independently in a fast-paced environment to meet deadlines while maintaining attention to detail.

What you will do:

Maintain responsibility of client caseload management. Primary contact for assigned caseload.

Deliver testing results and year end packages to clients. Make sure any compliance corrections are completed timely and 5500s are signed and filed timely.

Track data received/not received from clients and follow up accordingly

Consult with clients, advisors and other parties on plan related issues to develop long-term relationships.

Work with clients, advisors and other internal teams to resolve compliance issues and answer questions as they come up.

Compensation:

The base salary range for this role in Dallas, TX is $83,000-$110,000, plus a competitive performance-based bonus. Base salary depends on a wide array of factors, including but not limited to skill set, years and depth of experience, certifications, and location. Salary range may also differ significantly due to geography and cost of labor considerations.

About Us

About Us

What we give you in return:

Not many teams can say that they support people’s dreams coming to life. We happen to do that every day. And as important as we know your career is, we recognize that there’s a whole lot more to life. To ensure that our employees can make the most of their time outside of working hours, we offer a competitive salary and for full-time roles, a benefits package including:

• Inclusive health, dental, vision, and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.
• Easy access to mental health benefits to meet our team members and their families where they are.
• 20+ days of paid time off (PTO), paid holidays, and 2 paid wellness days to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities.
• 401(k) savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan‑ahead for a strong financial future well beyond their working years.
• Paid parental leave to support all team members with birth, adoption, and fostering.
• Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.
• Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.
• Paid caregiver leave to provide time away from work when caring for an ill or recovering family member.
• Additional benefits such as an Employee Assistance Program (EAP), identity theft protection (LifeLock), pet insurance, and other voluntary benefits to provide extra peace of mind

About Cetera

Cetera Financial Group ® (Cetera) is a leading network of independent retail broker-dealers and registered investment advisers empowering the delivery of objective financial advice to individuals, families, and company retirement plans across the country through trusted financial advisors and financial institutions. Cetera is one of the largest independent financial advisor networks in the nation and a leading provider of retail services to the investment programs of banks and credit unions.

Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support, and innovative technology.

Cetera Financial Group (Cetera) is a network of independent retail firms, including those that are members of FINRA/SIPC: Cetera Advisors LLC; Cetera Wealth Services, LLC (formerly known as Cetera Advisor Networks); Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors); and Cetera Financial Specialists LLC. Entities registered as investment advisers with the Securities and Exchange Commission include Cetera Investment Management LLC and Cetera Investment Advisers LLC. Cetera’s principal office is located at 655 W. Broadway, 11th Floor, San Diego, CA 92101. Avantax Planning Partners, Inc. is an SEC registered investment adviser within the Aretec Group, Inc. (dba Cetera Holdings, an affiliate of Cetera). All the referenced entities are under common ownership.

Cetera Financial Group is committed to providing an equal employment opportunity for all applicants and employees. For us, this is the only acceptable way to do business. Accordingly, all employment decisions at Cetera Financial Group, including those relating to hiring, promotion, transfers, benefits, compensation, and placement, will be made without regard to race, color, ancestry, national origin, citizenship, age, physical and/or mental disability, medical condition, pregnancy, genetic characteristics, religion, religious dress and/or grooming, gender, gender identity, gender expression, sexual orientation, marital status, U.S. military status, political affiliation, or any other class protected by state and/or federal law.

Agencies please note this recruitment assignment is being managed directly by Cetera’s Talent Acquisition team. We will reach out to our preferred agency partners in the rare instance we require additional talent options. Your respect for this process is appreciated.

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