Retirement Plan Consultant

Sentinel Group

Retirement Plan Consultant managing retirement plan administration and compliance. Primary contact for clients navigating retirement plan needs with proactive service and support.

Posted 7/18/2026full-time🇺🇸 United StatesMid-LevelSenior💰 $65,000 - $85,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates expertise in retirement plan administration, compliance testing, and client relationship management, with a strong focus on clear communication and analytical problem-solving. Proficient in managing multiple priorities while ensuring adherence to regulatory requirements and delivering exceptional client service.

Highest-signal resume keywords

Retirement Plan AdministrationCompliance TestingClient Relationship ManagementMicrosoft ExcelRelius Administration Software

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

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

Hard Skills

Retirement Plan Compliance TestingPlan Document ReviewPayroll Contribution CalculationNondiscrimination TestingContribution Allocation Methods

Soft Skills

Analytical SkillsProblem-Solving SkillsOrganizational SkillsTime Management SkillsCommunication Skills

Certifications & Qualifications

ASPPA Qualified 401(k) Administrator (QKA)

Industry Keywords

Defined Contribution Plans401(k) Plans403(b) PlansProfit Sharing PlansDefined Benefit Plans

About the role

Key responsibilities & impact

Serve as the primary day-to-day contact for an assigned group of clients, delivering proactive, reliable, and relationship-driven service.
Build and maintain strong relationships with clients across a range of industries and levels of financial experience.
Answer a wide variety of client questions related to retirement plan administration, recordkeeping, and participant activity, including payroll contributions, distributions, investments, audits, and plan reporting.
Communicate clearly and effectively with clients, colleagues, and external partners, especially when translating technical retirement plan concepts into practical guidance.
Strengthen key relationships through proactive outreach, thoughtful follow-up, and meaningful conversations that support client confidence and long-term retention.
Perform annual compliance testing and valuations for qualified retirement plans to help ensure adherence to IRS requirements.
Conduct and explain testing results, including coverage testing under IRC Section 410(b), general nondiscrimination testing under IRC Section 401(a)(4), ADP and ACP testing under IRC Sections 401(k) and 401(m), compensation ratio testing under IRC Section 414(s), and top-heavy determinations under IRC Section 416.
Calculate projected and actual employer contributions, including matching contributions, safe harbor match, profit sharing contributions using pro rata, integrated, and new comparability allocation methods, and self-employed contributions.
Review and interpret retirement plan documents, amendments, notices, and summary plan descriptions to support accurate plan administration.
Oversee and coordinate recordkeeping and administrative tasks tied to the ongoing service of assigned plans.
Ensure timely and accurate completion of annual testing, reporting, and related compliance requirements.
Manage multiple priorities and deadlines with strong organization, accountability, and attention to detail.

Requirements

What you’ll need

At least 3 years of experience working in defined contribution plan administration with a Third Party Administrator focus.
Experience supporting a variety of retirement plan types and designs, including 401(k), 403(b), profit sharing, non-qualified, and defined benefit plans.
Experience performing retirement plan compliance testing and communicating results to key stakeholders.
Intermediate to advanced knowledge of Microsoft Excel, including formulas, and the ability to learn and use different software platforms effectively.
Strong analytical, problem-solving, organization, and time-management skills.
Strong written and verbal communication skills, with the ability to explain technical matters clearly to different audiences.
Ability to develop and maintain strong working relationships with colleagues, clients, and external partners.
Experience with Relius Administration software preferred.
Progress toward the ASPPA Qualified 401(k) Administrator (QKA) designation, or interest in pursuing the credential, is preferred.

Benefits

Comp & perks

Flexible work schedules, including remote and hybrid options
Career pathing and career development
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 who will help you with your retirement investments
Sentinel Recharge (After 10 years of service, we reward employees for their hard work by offering a four-week paid sabbatical to rejuvenate)