Retirement Plan Consultant — DC Compliance & Design

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

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.