Senior Retirement Plan Advisor & Compliance Specialist

CPS, Inc.; Denver (CO); On-site; USD 90,000 - 130,000; Full time

Job summary

CPS, Inc. is seeking a Senior Retirement Plan Administrator for a remote nationwide role, focusing on compliance and client consulting for Defined Contribution and Defined Benefit plans.

You will advise on compliance, design, and administration while interpreting IRS regulations and ERISA requirements. The ideal candidate has extensive hands-on experience with retirement plans, plan testing, and client-facing services, with ASPPA/NIPA designations preferred.

Qualifications

• 5+ years of retirement plan administration experience.
• Strong hands-on experience with compliance testing and interpreting test results.
• Solid knowledge of 401(k) plan documents, ERISA, and IRS regulations.
• ASPPA and/or NIPA designation preferred
• Strong client-facing and consulting skills
• Ability to manage multiple plans and priorities independently

Responsibilities

• Manage day-to-day relationships for an assigned caseload of retirement plans
• Interpret plan documents and consult with clients on compliance, IRS regulations, and plan enhancements
• Review hands-on compliance testing, including ADP/ACP, coverage, and nondiscrimination testing
• Communicate results and recommendations clearly to plan sponsors
• Set appropriate client expectations while delivering exceptional service
• Collaborate with the team and consistently demonstrate honesty, reliability, and accountability

Skills

Retirement plans

Compliance testing

ERISA knowledge

Client consulting

IRS regulations

Communication

Job description

CPS, Inc. is seeking a Senior Retirement Plan Administrator for a remote nationwide role, focusing on compliance and client consulting for Defined Contribution and Defined Benefit plans.

You will advise on compliance, design, and administration while interpreting IRS regulations and ERISA requirements. The ideal candidate has extensive hands-on experience with retirement plans, plan testing, and client-facing services, with ASPPA/NIPA designations preferred.