Senior Retirement Plan Compliance & Design Consultant (Remote)

Talent Road LLC; Jacksonville (FL); On-site; USD 75,000 - 85,000; Full time

Benefits offered by this job

100% Remote

Bonus opportunity

Job summary

Talent Road LLC is seeking a Senior Plan Consultant for remote work in the United States. The role requires expertise in retirement plan compliance, plan design, and regulatory requirements, with responsibility for annual testing, plan documents, and regulatory filings.

You will work autonomously, supporting Relationship Managers on complex client discussions and mentoring junior staff. The position offers a direct-hire arrangement with a $75–$85k base plus a 10% bonus opportunity, and heavy use

Qualifications

• Five+ years of progressively responsible experience administering qualified retirement plans (TPA preferred).
• Strong working knowledge of ERISA and IRS regulations governing qualified plans.
• Proficiency with FT Williams retirement plan compliance software.
• Proficiency with Microsoft Excel and the Office suite.

Responsibilities

• Independently administers and oversees compliance for an assigned portfolio of retirement plans.
• Performs annual compliance testing and plan projections, including ADP/ACP and cross-testing.
• Prepares plan documents, amendments, and regulatory filings (Form 5500, 8955-SSA).
• Reconciles plan assets and performs trust accounting for each plan year.
• Identifies and corrects compliance issues using EPCRS, VFCP, and related programs.
• Collaborates with Relationship Managers for complex discussions and mentoring staff.

Skills

ERISA knowledge

FT Williams software

Excel

Microsoft Office

Tools

Schwab Retirement Technologies (SRT)

Plan Sponsor Portal (Schwab)

Job description

Talent Road LLC is seeking a Senior Plan Consultant for remote work in the United States. The role requires expertise in retirement plan compliance, plan design, and regulatory requirements, with responsibility for annual testing, plan documents, and regulatory filings.

You will work autonomously, supporting Relationship Managers on complex client discussions and mentoring junior staff. The position offers a direct-hire arrangement with a $75–$85k base plus a 10% bonus opportunity, and heavy use