TPA Plan Consultant I - Retirement (Remote)

Colonial Group; United States; Remote; USD 65,000 - 90,000; Full time

Job summary

Colonial Group is seeking a retirement plan administrator to manage defined contribution plan documents, year-end testing, IRS filings, and distributions while maintaining strong client relationships and vendor coordination.

The role requires understanding of ERISA regulations, familiarity with ASPPA/NIPA designations (preferred), and excellent communication, analytical, and organizational skills. A Bachelor's degree and 2+ years of related experience are expected.

Qualifications

• Bachelor's degree or equivalent required for retirement plan work.
• At least 2 years of related experience in retirement plan administration.
• Understanding of ERISA regulations and retirement plan operations.
• Experience with 250+ client portfolios is preferred.
• Professional designation (ASPPA, NIPA) or progress toward designation preferred.

Responsibilities

• Prepares defined contribution plan documents.
• Conducts plan year-end non-discrimination testing (ADP, ACP, Top-heavy, 410(b), 415, 414(s)).
• Prepares IRS filings (5500, 5558, 5330) and assists auditors.
• Processes distributions (withdrawals, in-service, RMDs, loans, hardships).
• Maintains ongoing client contact and vendor management.
• Collaborates with vendors to automate data collection and analysis.
• Maintains client and due diligence files and meeting notes.
• Assists in plan applications, document review, and implementation.
• Supports the 401(k) department with industry knowledge and initiatives.

Skills

IRS Regulations

ERISA Regulations

Interpersonal skills

Verbal and written communication

Presentation skills

Attention to detail

Independent work

Leadership

Time management

Analytical skills

Education

Bachelor's Degree or equivalent

Two years of related work experience

ERISA/ASPPA/NIPA designation (preferred)

Tools

Microsoft Office

Job description

SUMMARY

Responsible for preparing plan documents, planning year-end compliance requirements, providing customer service, and overall service of assigned clients in updating key plan data on an annual basis. Also responsible for all activities surrounding the procurement, placement, and implementation of defined contribution plans.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Prepares defined contribution plan documents.
• Prepares and conducts plan year-end non-discrimination testing (ADP, ACP, Top-heavy, 410(b), 415, 414(s), etc..)
• Prepares IRS Filings (5500, 5558, 5330, etc.) and assists auditors.
• Processes distributions (withdrawals, in-service, RMD’s, loans, hardships).
• Maintains ongoing client contact to assist with day-to-day service issues and vendor management.
• Works with vendors to automate the process of data collection and analysis.
• Maintains client and due diligence files.
• Records notes at meetings and prepares minutes for various investment committees.
• Assists in completing plan applications, plan document review, and plan implementation.
• Supports the 401(k) Department with general industry knowledge.
• Researches and supports new initiatives to increase our efficiency, productivity, compliance, and profitability.
• Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information).

EDUCATION / EXPERIENCE

• Bachelor's Degree or equivalent combination of education and experience
• Two (2) or more years of related work experience
• Understanding of retirement plan types and operations, as well as knowledge of ERISA guidelines and regulations
• Experience with small to mid-size (250+) clients
• Professional designation (ASPPA, NIPA, etc.) or progress toward designation, preferred

SKILLS

• Strong understanding of IRS & ERISA Regulations
• Excellent interpersonal, relationship-building, negotiating, and problem-solving skills
• Excellent verbal and written communication skills
• Excellent presentation skills with the ability to communicate information to a broad audience
• Exceptional attention to detail
• Ability and motivation to work independently
• Good leadership and time management skills
• Good planning, organizational, and prioritization skills
• Advanced analytical skills
• Proficient in Microsoft Office products