Retirement Plan Administration Consultant

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Retirement Plan Consultant managing client retirement plan administration at Cetera Retirement Plan Specialists, ensuring compliance and delivering exceptional service.

Posted 7/16/2026full-timeRemote • Texas • 🇺🇸 United StatesMid-LevelSenior💰 $83,000 - $110,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in Defined Contribution Plan Administration, ensuring compliance and timely delivery of client services. Strong ability to manage client relationships and resolve compliance issues effectively.

Highest-signal resume keywords

Defined Contribution Plan AdministrationCompliance WorkCross-TestingADP/ACP TestingProfit-Sharing Contribution Calculation

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Defined Contribution Plan AdministrationCompliance WorkCross-TestingADP/ACP TestingProfit-Sharing Contribution Calculation

Soft Skills

Strong Organizational SkillsAttention to DetailAbility to Work IndependentlyRelationship Development

Industry Keywords

Client Caseload ManagementTPACash Balance Plan AdministrationDefined Benefit Plan AdministrationTimely Filing

About the role

Key responsibilities & impact

Maintain responsibility of client caseload management. Primary contact for assigned caseload.
Deliver testing results and year end packages to clients. Make sure any compliance corrections are completed timely and 5500s are signed and filed timely.
Track data received/not received from clients and follow up accordingly
Consult with clients, advisors and other parties on plan related issues to develop long-term relationships.
Work with clients, advisors and other internal teams to resolve compliance issues and answer questions as they come up.

Requirements

What you’ll need

At least 3 years of Defined Contribution Plan Administration experience within a TPA
Cash Balance/Defined Benefit Plan Administration experience not required but is a plus.
Review and perform compliance work related to cross-testing and ADP/ACP testing for DC plans
Calculation of profit-sharing contributions using new comparability allocation methods
Strong organizational skills, able to work independently in a fast-paced environment to meet deadlines while maintaining attention to detail.

Benefits

Comp & perks

Inclusive health, dental, vision, and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.
Easy access to mental health benefits to meet our team members and their families where they are.
20+ days of paid time off (PTO), paid holidays, and 2 paid wellness days to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities.
401(k) savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years.
Paid parental leave to support all team members with birth, adoption, and fostering.
Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.
Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.
Paid caregiver leave to provide time away from work when caring for an ill or recovering family member.
Additional benefits such as an Employee Assistance Program (EAP), identity theft protection (LifeLock), pet insurance, and other voluntary benefits to provide extra peace of mind