Senior Benefits Consultant – Retirement

Jobtailor; Kentucky; On-site; USD 65,000 - 90,000; Full time

Job summary

Jobtailor in Kentucky seeks an experienced retirement plan administrator to provide consulting and administrative support for 401(k), pension, and other qualified retirement plans. You will analyze retirement plan data, troubleshoot complex issues, and translate findings into actionable recommendations for clients and internal teams.

Responsibilities include supporting plan operations, distributions, compliance testing, Form 5500 preparation, and staying current with COBRA and HIPAA rules.

Qualifications

• Bachelor's degree or higher; 3+ years of relevant experience in retirement services or TPA environments.
• Strong knowledge of 401(k), pension plans, discrimination testing, distributions, and plan compliance.
• Experience with Form 5500 reporting and retirement plan regulatory requirements.
• Advanced Excel and analytical skills; ability to turn data into insights.

Responsibilities

• Provide consulting and administrative support for 401(k), pension, and other qualified retirement plans.
• Analyze retirement plan data, troubleshoot issues, and translate findings into recommendations.
• Support plan operations, distributions, compliance testing, and Form 5500 preparation.

Skills

Retirement Plan Administration

401(k) Plans

Data Analysis

Discrimination Testing

Client-Facing Communication

Troubleshooting

Education

Bachelor's Degree

Tools

Form 5500 Reporting

Advanced Excel

Job description

• Provide consulting and administrative support for 401(k), pension, and other qualified retirement plans
• Analyze retirement plan data, troubleshoot complex issues, and translate findings into actionable recommendations
• Support retirement plan operations, including distributions, compliance testing, and day-to-day plan administration
• Review and interpret discrimination testing results
• Assist with annual regulatory filings, including Form 5500 preparation and review
• Partner with clients and internal stakeholders to ensure plan compliance and operational excellence
• Conduct research and analysis, clerical tasks, and implementation of benefits programs and policies
• Conduct benefits plan research, analysis, evaluation, and administration
• Lead or direct wellness and work-life programs and activities as applicable
• Ensure benefits programs comply with federal and state rules and regulations, including COBRA and HIPAA
• Assist in designing and implementing corporate benefits programs, policies, and procedures
• Work with appointed vendors to resolve employee questions and issues

Requirements

• University / college degree, typically a bachelor's degree
• 3+ years of relevant / direct industry experience
• Prior experience in the retirement services industry, retirement plan administration, or a Third-Party Administrator (TPA) environment
• Strong knowledge of 401(k) plans, pension plans, discrimination testing, distributions, and retirement plan compliance
• Experience with Form 5500 reporting and retirement plan regulatory requirements
• Advanced Excel and analytical skills
• Ability to evaluate data, identify trends, and tell a compelling story through insights
• Strong problem-solving and troubleshooting skills
• Strong client-facing communication skills
• Comparable combination of education, job-specific certification(s), and experience may be considered in lieu of a degree
• No employment visa sponsorship or STEM OPT participation
• No required certifications or licenses

Core Competencies

Demonstrates expertise in retirement plan administration, including 401(k) and pension plans, with a strong focus on compliance, data analysis, and client communication. Proficient in regulatory requirements and Form 5500 reporting, ensuring operational excellence in benefits programs.

Highest-signal resume keywords

• Retirement Plan Administration
• 401(k) Plans
• Form 5500 Reporting
• Data Analysis
• Client-Facing Communication

ATS Optimization Keywords

Hard Skills

• Retirement Plan Compliance
• Discrimination Testing
• Advanced Excel Skills
• Troubleshooting
• Data Evaluation

Soft Skills

• Problem-Solving
• Communication

Industry Keywords

• Pension Plans
• Third-Party Administrator (TPA)
• COBRA
• HIPAA
• Regulatory Filings