Retirement Plan Consultant

Cps4jobs; Denver (CO); On-site; USD 90,000 - 130,000; Full time

Job summary

National Plan Provider in Denver is seeking a Senior Retirement Plan Administrator to handle compliance and client consulting for a portfolio of retirement plans. You will manage day‑to‑day relationships, interpret plan documents, and advise on plan design and enhancements with a client‑facing approach.

The ideal candidate has 5+ years in retirement plan administration, strong testing skills, knowledge of 401(k)/ERISA/IRS rules, and ASPPA/NIPA designation preferred.

Qualifications

• 5+ years in retirement plan administration.
• Hands-on testing and interpretation of test results.
• Strong knowledge of 401(k), ERISA and IRS regulations.
• ASPPA/NIPA designation preferred.
• Strong client-facing and consulting skills.
• Ability to manage multiple plans independently.

Responsibilities

• Manage day-to-day relationships for an assigned caseload of retirement plans.
• Interpret plan documents and consult with clients on compliance, IRS regulations, and plan enhancements.
• Review hands-on compliance testing, including ADP/ACP, coverage, and nondiscrimination testing.
• Communicate results and recommendations clearly to plan sponsors.
• Set appropriate client expectations while delivering exceptional service.
• Collaborate with the team and demonstrate honesty, reliability, and accountability.

Skills

Plan administration

Compliance testing

Client consulting

ERISA/IRS knowledge

Job description

Senior Retirement Plan Administrator | Compliance & Client Consulting Remote Position

National Plan Provider is seeking an experienced Retirement Plan Consultant. The ideal candidate will bring extensive knowledge of retirement services, including Defined Contribution and Defined Benefit plans, and possess a strong understanding of compliance, regulations, and industry best practices. The Retirement Plan Consultant plays a key role in advising clients on the compliance, design, and administration of their retirement plans.

Key Responsibilities:

• Manage day-to-day relationships for an assigned caseload of retirement plans
• Interpret plan documents and consult with clients on compliance, IRS regulations, and plan enhancements
• Review hands-on compliance testing, including ADP/ACP, coverage, and nondiscrimination testing
• Communicate results and recommendations clearly to plan sponsors
• Set appropriate client expectations while delivering exceptional service
• Collaborate with the team and consistently demonstrate honesty, reliability, and accountability

Requirements:

• 5+ years of retirement plan administration experience
• Strong hands-on experience with compliance testing and interpreting test results
• Solid knowledge of 401(k) plan documents, ERISA, and IRS regulations
• ASPPA and/or NIPA designation preferred
• Strong client-facing and consulting skills
• Ability to manage multiple plans and priorities independently

A great opportunity for a seasoned administrator who wants to combine technical expertise, client consulting, and relationship management in a collaborative environment.

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