Retirement Plan Administration Consultant

Cetera Financial Group Inc; Des Moines (IA); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Health, dental, vision, and life保险

Mental health benefits

PTO and holidays

401(k) with company match

Parental leave

Job summary

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

The role requires 3+ years in defined contribution administration, strong communication and service orientation, and the ability to manage multiple priorities in a dynamic environment.

Qualifications

• At least 3 years of Defined Contribution Plan Administration experience.
• Strong organizational, communication, and problem-solving skills.
• Ability to manage multiple priorities in a fast-paced environment.
• Customer-focused attitude with commitment to service.
• QKA designation is a plus.

Responsibilities

• Review and perform compliance work for DC plans with cross-testing and ADP/ACP testing.
• Calculate employer contributions.
• Deliver testing results and year-end packages to clients.
• Ensure timely 5500 filings and corrections.
• Track data from clients and follow up as needed.
• Collaborate with clients, advisors and internal teams to resolve issues.
• Consult on plan design.

Skills

DC plan administration

Communication skills

Problem-solving

Multi-tasking

Customer service

Independent work

Attention to detail

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 will do:

• Review and perform compliance work related to cross-testing and ADP/ACP testing for DC plans.
• Calculate employer contributions.
• Deliver testing results and year end packages to clients.
• Ensure compliance corrections are completed timely and 5500s are filed timely.
• Track data received/not received from clients and follow up accordingly.
• Work with clients, advisors and other internal teams to resolve compliance issues.
• Consult on plan design.

What you need to have:

• At least 3 years of Defined Contribution Plan Administration experience.
• Strong organizational, communication, and problem-solving skills.

• Ability to manage multiple priorities in a fast-paced environment.

• Positive, customer-focused attitude with a commitment to exceptional service.

• Ability to adapt quickly and work effectively in a growing, dynamic organization.

• Ability to work independently in a fast-paced environment to meet deadlines while maintaining attention to detail.
• Experience calculating profit-sharing contributions using new comparability allocation methods not required but is a plus.

• Retirement industry designations such as QKA are a plus.

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