Retirement Plan Consultant

Shepherd Financial, LLC

Retirement Plan Consultant providing superior client support for ERISA compliance and retirement plans. Utilizing expertise to help clients navigate complex regulations and deliver high-quality services.

Posted 7/3/2026full-timeRemote • 🇮🇳 IndiaMid-LevelSeniorWebsite

About the role

Key responsibilities & impact

Act as the single point of contact for employers, plan sponsors, and financial professionals for their accounts
Provide superior client service with minimal inconvenience to clients through timely problem solving and issue resolution
Coordinate with all applicable parties, both internal and external, to ensure an accurate conversion process for new clients
Serve as a resource to plan sponsors and financial professionals for matters related to ERISA compliance, plan design, and governmental reporting
Use understanding of plan design to assist with plan operations and document updates
Provide effective verbal and written communications in a clear, concise, and informative matter
Assist clients with all initial and ongoing plan design and document support, including helping them understand their responsibilities in meeting IRS and DOL regulations and deadlines necessary for qualified retirement plans
Assist clients with service and IRS plan terminations
Conduct all aspects of valuation reports and annual testing, including ADP/ACP, Top Heavy, 410(b), 415, 401(a)(4), Deductibility, and 402(g)
Review or prepare Form 5500 and coordinate with plan sponsor to ensure timely filing
Assist IRS and DOL auditors if the plan is subject to an IRS or DOL audit
Review distribution paperwork and coordinate processing of distributions with asset holder
Review loan paperwork and coordinate processing of loans with asset holder
Act as subject matter expert for FT William, our third party administrator software
Maintain up-to-date knowledge of present legislation and proposed legislative changes with regard to ERISA law through self-study and company-sponsored training sessions
Serve as the retirement plan expert on testing, Form 5500s, loans, and distributions
Assist with additional tasks and projects as assigned
Protect, secure, and properly handle all confidential data held by Shepherd Plan Partners to ensure against unauthorized access, improper transmission, and or unapproved disclosure of information that could result in harm to Shepherd Plan Partners or our clients

Requirements

What you’ll need

Three or more years of ERISA experience within the retirement industry
Experience in analysis of financial data
An advanced proficiency in Microsoft Word, Excel, and Outlook
Strong written and oral communication skills
Acute analytical and problem solving skills
High attention to detail
The abilities to prioritize, manage tasks, and meet deadlines in connection with business operations, including related ERISA compliance matters
Compliance with Shepherd Financial’s internal policies
Return or acknowledge emails and phone calls from clients within 24 hours
Document all client interactions in Redtail within 24 hours
Enter all follow-up items in the appropriate Redtail workflow within 72 hours of the client meeting, as applicable

Benefits

Comp & perks

Salary plus incentive-based salary enhancement for new annualized recurring revenue from either retirement plans or wealth management referrals
Discretionary year-end performance bonus
Paid time off (Holidays, PTO, Volunteer days)
401(k) match
Medical, term life, and disability insurance
Additional benefit options: dental, vision, voluntary life, critical illness and accident, LifeLock
Financial support for professional accreditation/license fees and continuing education

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 & Tools

ERISA ExperiencePlan DesignValuation ReportsForm 5500 PreparationADP/ACP TestingTop Heavy TestingIRS RegulationsDOL RegulationsDocument UpdatesData Analysis

Soft Skills

Problem SolvingAttention to DetailTask ManagementTime ManagementVerbal Communication