Retirement Plan Consultant
Sentinel Group
full-time
Posted on:
Location Type: Remote
Location: United States
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Salary
💰 $65,000 - $85,000 per year
About the role
- Service a book of clients supporting their retirement plan administration and recordkeeping
- Communicate with clients and oversee recordkeeping tasks
- Prepare valuation reports and conduct compliance testing
- Develop and maintain strong customer relationships across many different industries
- Answer a variety of client questions related to retirement plan administration
- Perform yearly compliance testing and annual valuations for qualified retirement plans
- Collaborate internally and externally to facilitate the responsible handling of plan assets
Requirements
- At least 3 years of experience working in defined contribution plan administration with Third Party Administrator focus
- Intermediate to advanced knowledge of Microsoft Excel including the use of formulas
- Experience with Relius Administration software preferred
- ASPPA Qualified 401(k) Administrator (QKA) or higher credential preferred
Benefits
- Flexible work schedules, including remote and hybrid options
- Parental leave and family care programs
- Mental health resources
- Tuition reimbursement program
- Generous time off policies, including unlimited Flexible Time Off after 2 years of service
- Employee events (holiday parties, summer cookouts, wellness days, etc.)
- Free guidance from a Financial Planner
- Sentinel Recharge (four-week paid sabbatical after 10 years of service)
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
defined contribution plan administrationcompliance testingvaluation reportsMicrosoft ExcelformulasRelius Administration software
Soft Skills
customer relationship managementcommunicationcollaboration
Certifications
ASPPA Qualified 401(k) Administrator (QKA)