Retirement Plan Consultant - On site, in Atlanta.

CPS, Inc.; Atlanta (GA); On-site; USD 80,000 - 130,000; Full time

Benefits offered by this job

On-site office

Bonus

Benefits

Travel opportunities

Job summary

CPS, Inc. is seeking an experienced Defined Contribution Consultant to lead complex engagements related to defined contribution and nonqualified retirement plans.

This role requires deep technical expertise, client advisory skills, and the ability to solve plan and operational challenges. The successful candidate will lead client projects, advise sponsors on administration and strategy, oversee plan design and vendor management, and mentor junior staff while maintaining strong client

Qualifications

• 8+ years of progressive experience in defined contribution and/or nonqualified retirement plan consulting.
• Strong working knowledge of 401(k), nonqualified, and deferred compensation plans.
• Knowledge of 403(b), 457(b), and pension plans is a plus.

Responsibilities

• Serve as the lead consultant for teams block of clients.
• Advise plan sponsors on retirement plan administration, compliance, operational strategy, and third-party vendor management.
• Lead consulting projects involving: Plan design, Recordkeeper and vendor management, Vendor searches and RFPs, Fee benchmarking, Plan transitions, Compliance reviews, Administrative improvements.
• Prepare and present clear recommendations, analysis, and project updates to plan sponsors, executive teams, committees, and other client stakeholders.
• Guide clients through plan audits, compliance issues, operational questions, corrective-action planning, and changing regulatory or legislative requirements.
• Manage retirement plan transitions related to corporate acquisitions and divestitures.
• Define project scope, timelines, deliverables, and communication schedules while ensuring work is accurate, timely, and aligned with client expectations.
• Coordinate internal resources and team members to successfully move client projects forward.
• Develop and maintain strong client relationships while providing a high level of service and support.
• Establish effective communication and meeting cadences to ensure clients remain informed throughout projects and engagements.
• Mentor and share technical expertise with developing team members.
• Identify and thoughtfully implement AI-enabled process improvements when they provide meaningful value and align with client needs and privacy requirements.

Skills

Defined contribution

Retirement plan design

Plan sponsor advisory

Vendor management

Project leadership

Microsoft Excel

Client communication

Education

Bachelor's degree

Certifications (e.g., ASPPA/ERISA)

Tools

Microsoft Office

Microsoft Excel

Job description

Defined Contribution Consultant

We are seeking an experienced Defined Contribution Consultant to lead complex consulting engagements involving defined contribution and nonqualified retirement plans. This role is ideal for a seasoned retirement professional with strong technical expertise, client advisory skills, and the ability to effectively solve complex plan and operational challenges.

What You'll Do

• Serve as the lead consultant for teams block of clients.
• Advise plan sponsors on retirement plan administration, compliance, operational strategy, and third-party vendor management.
• Lead consulting projects involving:
  • Plan design
  • Recordkeeper and vendor management
  • Vendor searches and RFPs
  • Fee benchmarking
  • Plan transitions
  • Compliance reviews
  • Administrative improvements
• Prepare and present clear recommendations, analysis, and project updates to plan sponsors, executive teams, committees, and other client stakeholders.
• Guide clients through plan audits, compliance issues, operational questions, corrective-action planning, and changing regulatory or legislative requirements.
• Manage retirement plan transitions related to corporate acquisitions and divestitures.
• Define project scope, timelines, deliverables, and communication schedules while ensuring work is accurate, timely, and aligned with client expectations.
• Coordinate internal resources and team members to successfully move client projects forward.
• Develop and maintain strong client relationships while providing a high level of service and support.
• Establish effective communication and meeting cadences to ensure clients remain informed throughout projects and engagements.
• Mentor and share technical expertise with developing team members.
• Identify and thoughtfully implement AI-enabled process improvements when they provide meaningful value and align with client needs and privacy requirements.
• Assist with special projects and other initiatives as assigned.

A Successful Candidate Will Bring

• 8+ years of progressive experience in defined contribution and/or nonqualified retirement plan consulting required.
• Strong working knowledge of 401(k), nonqualified, and deferred compensation plans.
• Knowledge of 403(b), 457(b), and pension plans is a plus.
• Strong understanding of retirement plan regulations and the ability to resolve data discrepancies, compliance issues, and operational challenges.
• Proven ability to lead multiple complex client projects simultaneously and deliver high-quality work on time.
• Strong client relationship management, written communication, presentation, and interpersonal skills.
• Ability to explain complex retirement plan concepts clearly and confidently to plan sponsors, committees, executives, and other nontechnical stakeholders.
• Highly detail-oriented with strong analytical, organizational, and problem-solving skills.
• Collaborative team player who can effectively coordinate with others in a dynamic environment.
• Advanced proficiency in Microsoft Office, particularly Microsoft Excel, with the ability to quickly learn new systems and technology.
• Bachelor's degree from an accredited university required.
• Relevant retirement plan certifications or professional designations preferred.

Work Location

• 100% onsite in the office, five days per week.
• Must be willing and able to travel for client meetings as needed.

Compensation & Benefits

• Compensation depending on experience - 80k-130k+ bonus + benefits