Senior DC Plan Consultant — Remote/Hybrid

CPS Inc.; Baltimore (MD); Hybrid; USD 75,000 - 95,000; Full time

Benefits offered by this job

Healthcare benefits

AD&D & LTD coverage

Employer retirement plan

Flexible work options

Parental leave

Professional development

Job summary

CPS Inc. is seeking a Senior Retirement Plan Consultant to handle administration and compliance of defined contribution plans, with roughly 95% remote work and occasional on-site visits. You will serve as a trusted resource for clients navigating retirement plan needs across a national footprint.

The role emphasizes testing, data collection, Form 5500 work, and staying current on regulatory developments, requiring 3+ years of DC plan experience and a credential such as ASPPA/NIPA.

Qualifications

• Bachelor's degree preferred (relevant experience may substitute).
• 3+ years of defined contribution plan administration experience.
• Credential: ASPPA, NIPA, or equivalent.
• Proficiency with FT William Modular Admin/Compliance Software.

Responsibilities

• Perform nondiscrimination testing (ADP/ACP, 410(b), 414(s)) for 80–100 plans.
• Build and maintain strong client relationships and identify value opportunities.
• Manage all aspects of DC plan administration from data collection to SAR preparation.
• Maintain thorough understanding of plan documents and provisions.
• Stay current on legislative and regulatory developments for DC plans.
• Collaborate with supervisors and colleagues to support workflow.
• Utilize Teamwork and FT William Modular Admin/Compliance software for daily tasks.

Skills

Client relations

Communication skills

Excel

Word

Regulatory knowledge

Education

Bachelor's degree preferred

ASPPA/NIPA credential

Tools

FT William Modular Admin/Compliance Software

Job description

CPS Inc. is seeking a Senior Retirement Plan Consultant to handle administration and compliance of defined contribution plans, with roughly 95% remote work and occasional on-site visits. You will serve as a trusted resource for clients navigating retirement plan needs across a national footprint.

The role emphasizes testing, data collection, Form 5500 work, and staying current on regulatory developments, requiring 3+ years of DC plan experience and a credential such as ASPPA/NIPA.