Retirement Plan Specialist/Pension Consultant

Wall Street Alliance Group; New York (NY); Vor Ort; USD 110.000 - 140.000; Vollzeit

Zusammenfassung

Wall Street Alliance Group is a fee-only wealth management firm seeking an experienced Pension Consultant / QKA to strengthen our retirement plan and ERISA service platform in New York. The role emphasizes accurate plan operations, compliance, and strong client service in a fiduciary setting.

The ideal candidate will have 3–7+ years of qualified plan administration or ERISA consulting, with deep knowledge of plan compliance, contribution reconciliation, and experience coordinating with

Qualifikationen

• QKA designation or strong path toward completion
• 3–7+ years of retirement plan administration or ERISA consulting
• Strong knowledge of qualified plan compliance and operations
• Experience with contribution reconciliation and payroll coordination

Aufgaben

• Support administration of qualified retirement plans (401(k), profit sharing, cash balance where applicable)
• Coordinate plan compliance processes including nondiscrimination testing and annual reporting
• Assist plan sponsors with operational questions and ERISA best practices
• Oversee payroll contribution tracking and deferral reconciliation
• Coordinate with recordkeepers and payroll providers to resolve discrepancies
• Ensure timely and accurate deposit monitoring
• Support preparation and review of Form 5500 filings and related schedules
• Maintain audit-ready documentation for plan operations
• Ensure adherence to DOL and IRS requirements for qualified plans
• Serve as primary retirement plan operations contact for plan sponsors
• Support advisors in integrating retirement plans into broader financial planning
• Participate in client meetings as the ERISA subject matter expert
• Liaise with third-party administrators, custodians, and recordkeepers
• Support plan conversions, onboarding, and provider transitions
• Monitor service standards and issue resolution

Kenntnisse

QKA designation

ERISA knowledge

retirement plan administration

payroll coordination

Form 5500 preparation

Tools

Empower

Fidelity

Vanguard

Principal

NFS

Schwab

Jobbeschreibung

Wall Street Alliance Group is a fee-only wealth management firm serving high-net-worth individuals, business owners, and retirement plan sponsors. With over $1.3B in assets under management and a growing client base, we deliver comprehensive financial planning, investment management, and specialized ERISA retirement plan support.

We are seeking an experienced Pension Consultant / QKA to strengthen our retirement plan and ERISA service platform as we continue to scale.

Role Overview

The Pension Consultant / QKA will be responsible for providing high-quality retirement plan administration support and ERISA coordination for corporate retirement plan clients. This role is critical in ensuring accurate plan operations, compliance, contribution reconciliation, and strong client service.

The ideal candidate has deep experience in qualified plan administration and thrives in a detail-oriented, client-facing, fiduciary environment.

• Support administration of qualified retirement plans (401(k), profit sharing, cash balance where applicable)
• Coordinate plan compliance processes including nondiscrimination testing and annual reporting
• Assist plan sponsors with operational questions and ERISA best practices
• Oversee payroll contribution tracking and deferral reconciliation
• Coordinate with recordkeepers and payroll providers to resolve discrepancies
• Ensure timely and accurate deposit monitoring

Compliance & Reporting

• Support preparation and review of Form 5500 filings and related schedules
• Maintain audit-ready documentation for plan operations
• Ensure adherence to DOL and IRS requirements for qualified plans
• Serve as primary retirement plan operations contact for plan sponsors
• Support advisors in integrating retirement plans into broader financial planning
• Participate in client meetings as the ERISA subject matter expert
• Liaise with third-party administrators, custodians, and recordkeepers
• Support plan conversions, onboarding, and provider transitions
• Monitor service standards and issue resolution

QualificationsRequired

• QKA designation (Qualified 401(k) Administrator) or strong path toward completion
• Good Understanding of Defined Benefit Plan
• 3–7+ years of experience in retirement plan administration or ERISA consulting
• Strong knowledge of qualified plan compliance and operations
• Experience with contribution reconciliation and payroll coordination
• Detail-oriented mindset and strong process discipline

Preferred

• Experience with Form 5500 preparation and plan testing
• Familiarity with recordkeeping platforms (Empower, Fidelity, Vanguard, Principal, etc.)
• Background working with RIAs, retirement consulting firms, or TPAs
• QKA or other advanced credentials a plus
• Experience with working with Financial Advisor to reconcile data from pooled account
• Experience with platform such as NFS, Schwab to pull 401k data

Compensation

• Total Compensation: $110,000 – $140,000

Compensation will depend on experience, credentials, and leadership potential.

Why Join Wall Street Alliance Group

• Growing boutique wealth management firm with institutional-quality standards
• Retirement plan services are a strategic growth pillar
• Collaborative, high-performance environment
• Opportunity to expand ERISA platform and take ownership of key client relationships
• Long-term career growth potential within the firm