
The Senior Retirement Plan Consultant serves as the primary technical resource and relationship manager for a portfolio of defined contribution plans, reporting to the Director of Retirement Plan Services. Key responsibilities include providing high-level consulting on plan design and compliance, overseeing annual administration tasks such as ADP/ACP testing and Form 5500 filings, and coordinating with financial advisors and recordkeepers to ensure operational accuracy. The role appeals to professionals seeking a position that combines deep technical expertise in ERISA and tax codes with strategic client advisory work. The position offers a hybrid work environment with flexibility for remote work, allowing for a balanced approach to managing complex plan matters while fostering professional growth within a collaborative team.


