Retirement Plan Consultant: DC Compliance & Client Service

Cetera Financial Group; United States; On-site; USD 83,000 - 110,000; Full time

Job summary

Cetera Retirement Plan Specialists (TPA) seeks a Retirement Plan Consultant to deliver superior client service and tackle complex Defined Contribution plan administration. You will manage a client caseload, perform compliance testing, and collaborate with advisors to resolve plan issues for ongoing success.

The role emphasizes accuracy, organization, and proactive communication to support sponsors and participants.

Qualifications

• At least 3 years of Defined Contribution Plan Administration experience within a TPA.
• Cash Balance/Defined Benefit Plan Administration experience not 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.

Responsibilities

• 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.

Skills

Defined Contribution Plan Admin

Cross-testing & ADP/ACP testing

Profit-sharing allocation methods

Strong organizational skills

Client service

Independent work under deadlines

Job description

Cetera Retirement Plan Specialists (TPA) seeks a Retirement Plan Consultant to deliver superior client service and tackle complex Defined Contribution plan administration. You will manage a client caseload, perform compliance testing, and collaborate with advisors to resolve plan issues for ongoing success.

The role emphasizes accuracy, organization, and proactive communication to support sponsors and participants.