Retirement Plan Consultant I

Alliant; Northern (KY); Hybrid; USD 65,000 - 95,000; Full time

Job summary

Alliant Insurance Services, Inc. in the United States is seeking an experienced retirement plan professional to manage defined contribution plan administration for mid-size clients. Responsibilities include plan document preparation, year-end testing, IRS filings, distributions, and vendor coordination.

Ideal candidates have a bachelor’s degree, 2+ years of related experience, ERISA knowledge, and designation progress toward ASPPA/NIPA; strong communication and analytical skills are essential.

Qualifications

• Bachelor's degree or equivalent required.
• 2+ years of retirement plan administration experience.
• Understanding of retirement plan types, ERISA regulations and related compliance.
• Experience with 250+ client base preferred.
• Professional designation (ASPPA, NIPA) or progress toward designation preferred.

Responsibilities

• Prepares defined contribution plan documents.
• Prepares plan year-end non-discrimination testing (ADP, ACP, Top-heavy, 410(b), 415, 414(s)).
• Prepares IRS Filings (5500, 5558, 5330) and assists auditors.
• Processes distributions (withdrawals, in-service, RMDs, loans, hardships).
• Maintains ongoing client contact and vendor management.
• Works with vendors to automate data collection and analysis.
• Maintains client and due diligence files.
• Records notes and prepares minutes for investment committees.
• Assists in completing plan applications, reviews, and implementation.
• Supports the 401(k) Department with industry knowledge.
• Researches and supports new initiatives to improve efficiency and profitability.
• Ensures data standards and integrity in the agency management system.

Skills

IRS regulations

ERISA regulations

Interpersonal skills

Verbal and written communication

Presentation skills

Attention to detail

Independent work

Time management

Leadership

Planning and organizing

Analytical skills

MS Office

Education

Bachelor's Degree or equivalent

Two years+ related work experience

ASPPA/NIPA designation (preferred)

Tools

Microsoft Office

Job description

Alliant Insurance Services, Inc. in the United States is seeking an experienced retirement plan professional to manage defined contribution plan administration for mid-size clients. Responsibilities include plan document preparation, year-end testing, IRS filings, distributions, and vendor coordination.

Ideal candidates have a bachelor’s degree, 2+ years of related experience, ERISA knowledge, and designation progress toward ASPPA/NIPA; strong communication and analytical skills are essential.