Manager, Plan Consulting

PCS Retirement

Manager of Plan Consulting at DWC ERISA Consultants overseeing defined contribution plan administration. Managing team processes, regulatory compliance, and training while providing excellent client service.

Posted 5/1/2026full-timeRemote • 🇺🇸 United StatesSeniorLead💰 $92,000 - $120,000 per yearWebsite

About the role

Key responsibilities & impact

Manages a team responsible for various aspects of defined contribution plan administration
Guides direct reports and oversees departmental projects
Ensures compliance with regulations through testing and process enhancements
Acts as a key liaison between departments and assists with strategic decision-making
Provides training and guidance on annual Form 5500 testing
Takes ownership of team processes and performs testing for defined contribution plans
Calculates retirement plan contributions and allocations
Prepares IRS Form 5500-SF, 5500-EZ, and Form 5500 with schedules
Provides plan audit support and reconciliations
Completes compliance correction projects as needed

Requirements

What you’ll need

7+ years of retirement plan administration experience
2-3 years of leadership experience
FT Williams software experience preferred
QKA Certification required
Ability to reconcile transactions/assets on the Trust Statement
Advanced skill set in Microsoft Excel, must be able to build complex formulas and use V-lookup feature & pivot tables
Exceptional knowledge of IRS/ DOL regulations for 401k plans
Excellent organizational skills that are transferrable across multiple projects with tight deadlines
Ability to multitask, prioritize and execute tasks while under pressure
Self-Starter, highly self-motivated, ability to work independently and problem-solve with minimal direction
Advanced listening, interpersonal, written and oral communication skills.

Benefits

Comp & perks

401(k) match
medical
dental
vision
life insurance
short and long term disability
paid-time off

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 & Tools

retirement plan administrationIRS Form 5500complex formulasV-lookuppivot tablestransaction reconciliationcompliance testingprocess enhancementsplan audit supportcompliance correction

Soft Skills

leadershiporganizational skillsmultitaskingprioritizationproblem-solvingself-motivationindependenceinterpersonal skillswritten communicationoral communication

Certifications

QKA Certification