Senior Retirement Plan Consultant

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

Benefits offered by this job

Platinum PPO healthcare, dental,vision

AD&D, STD, and LTD coverage

Robust employer-sponsored retirement计划

Flexible work arrangements and paid时间休

Parental leave and professional开发支持

Access to local amenities

Job summary

CPS, Inc. is seeking a Senior Retirement Plan Consultant to join our team in a hybrid remote capacity, with roughly 95% work from home and occasional on-site visits.

You will handle Defined Contribution plan administration and compliance while building strong client relationships across a nationwide client base. The role requires 3+ years of DC plan experience, proficiency with FT William software, and strong knowledge of nondiscrimination testing (ADP/ACP, 410(b), 414(s)).

Qualifications

• Bachelor's degree preferred (relevant experience may substitute).
• 3+ years of defined contribution plan administration experience.
• Proficiency with FT William Modular Admin/Compliance Software.
• Demonstrated skill in ADP/ACP, 410(b), 414(s), Top Heavy, and other nondiscrimination testing.
• Strong written and verbal communication skills, with a track record in client relations.
• ASPPA, NIPA, or equivalent credential.

Responsibilities

• Perform nondiscrimination testing (ADP/ACP, 410(b), 414(s), and more) for a caseload of 80-100 qualified plans
• Build and maintain strong client relationships, identifying opportunities to add value
• Manage all aspects of DC plan administration — from data collection and testing through valuation and Form 5500/5500-SF and SAR preparation
• Maintain a thorough understanding of plan documents and their provisions
• Stay current on legislative and regulatory developments affecting DC plans
• Collaborate closely with supervisors and colleagues, supporting team workflow
• Use Teamwork and FT William Modular Admin/Compliance software to manage day-to-day work, along with other tools as needed

Skills

ADP/ACP

410(b)

414(s)

Nondiscrimination testing

Client relations

Excel

Word

Communication skills

Education

Bachelor's degree

ASPPA credential

NIPA credential

Tools

FT William Modular Admin/Compliance Software

Job description

Hybrid Remote (95% Remote) | Opportunities Available Nationwide

A regional third-party administration firm providing retirement plan administration, compliance, and consulting services — spanning 401(k), 403(b), and Cash Balance plans — is growing its team and looking for a Senior Retirement Plan Consultant to join the ranks. This role blends technical compliance work with meaningful client interaction, making it a great fit for someone who enjoys both the numbers and the relationships behind them.

About The Role

This hybrid position (roughly 95% remote, with occasional on-site visits) focuses on the administration and compliance side of Defined Contribution plans while serving as a trusted resource for clients navigating their retirement plan needs.

What You'll Do

• Perform nondiscrimination testing (ADP/ACP, 410(b), 414(s), and more) for a caseload of 80-100 qualified plans
• Build and maintain strong client relationships, identifying opportunities to add value
• Manage all aspects of DC plan administration — from data collection and testing through valuation and Form 5500/5500-SF and SAR preparation
• Maintain a thorough understanding of plan documents and their provisions
• Stay current on legislative and regulatory developments affecting DC plans
• Collaborate closely with supervisors and colleagues, supporting team workflow
• Use Teamwork and FT William Modular Admin/Compliance software to manage day-to-day work, along with other tools as needed

What You Bring

• Bachelor's degree preferred (relevant experience may substitute)
• 3+ years of defined contribution plan administration experience
• Proficiency with FT William Modular Admin/Compliance Software
• Demonstrated skill in ADP/ACP, 410(b), 414(s), Top Heavy, and other nondiscrimination testing
• Strong written and verbal communication skills, with a track record in client relations
• ASPPA, NIPA, or equivalent credential
• Strong Excel and Word skills
• Excellent organizational and problem-solving abilities in a fast-paced environment

What's Offered

• Platinum PPO healthcare, dental, vision, and life insurance
• AD&D, STD, and LTD coverage
• Robust employer-sponsored retirement plan
• Flexible work arrangements and paid time off
• Parental leave and professional development support
• A secure, friendly work environment with access to local amenities

Salary Range: $75,000 - $95,000

If you're a credentialed retirement plan professional who thrives on client relationships as much as technical precision, this could be your next move —