[Hiring] Retirement Plan Administration Consultant @Transition Finance Strategies Llc
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Role Description
As a Retirement Plan Administration Consultant, you’ll be a key contact for clients navigating the complex world of 401(k) and other qualified retirement plans. You will manage a full portfolio of client relationships, serve as a trusted advisor, and ensure compliance, accuracy, and exceptional service every step of the way.
• Managing a portfolio of 401(k) client relationships as the primary point of contact
• Performing annual compliance testing (coverage, nondiscrimination, top-heavy, etc.)
• Calculating employer contributions and reconciling trust accounts
• Preparing and filing annual government forms and participant statements
• Completing or reviewing plan transactions such as loans, distributions, RMDs, and QDROs
• Interpreting plan document provisions and recommending improvements
• Collaborating with clients, advisors, auditors, and other service providers
• Staying current on retirement plan regulations through continuing education and research
• Participating in internal process improvement initiatives and team projects
Qualifications
• 2+ years of direct 401(k) plan administration experience, including compliance testing
• Bachelor’s degree preferred (ideally in Accounting, Finance, Math, Economics, or Statistics)
• Strong analytical and organizational skills, with an aptitude for math and accounting
• Advanced Excel proficiency and working knowledge of Microsoft Word
• Excellent communication, time management, and client service skills
• Ability to manage multiple priorities independently and meet deadlines
• Enthusiasm for professional development and continuous learning
• Currently pursuing or holding QKA, QPA, AKS, or APA certification is highly desirable
Benefits
• Remote-first work culture with in-office options (VA, MD, OH, IL, CA, MN)
• Competitive salary & comprehensive benefits (medical, dental, vision, life, disability)
• 401(k) with company match + HSA with company contribution
• Generous PTO for parental leave, vacation, and holiday time
• Support for certifications, association dues, and professional development
• A collaborative and inclusive company culture: happy hours, social events, employee-led committees, and volunteer opportunities
Apply Now
Apply Now
Role Description
As a Retirement Plan Administration Consultant, you’ll be a key contact for clients navigating the complex world of 401(k) and other qualified retirement plans. You will manage a full portfolio of client relationships, serve as a trusted advisor, and ensure compliance, accuracy, and exceptional service every step of the way.
• Managing a portfolio of 401(k) client relationships as the primary point of contact
• Performing annual compliance testing (coverage, nondiscrimination, top-heavy, etc.)
• Calculating employer contributions and reconciling trust accounts
• Preparing and filing annual government forms and participant statements
• Completing or reviewing plan transactions such as loans, distributions, RMDs, and QDROs
• Interpreting plan document provisions and recommending improvements
• Collaborating with clients, advisors, auditors, and other service providers
• Staying current on retirement plan regulations through continuing education and research
• Participating in internal process improvement initiatives and team projects
Qualifications
• 2+ years of direct 401(k) plan administration experience, including compliance testing
• Bachelor’s degree preferred (ideally in Accounting, Finance, Math, Economics, or Statistics)
• Strong analytical and organizational skills, with an aptitude for math and accounting
• Advanced Excel proficiency and working knowledge of Microsoft Word
• Excellent communication, time management, and client service skills
• Ability to manage multiple priorities independently and meet deadlines
• Enthusiasm for professional development and continuous learning
• Currently pursuing or holding QKA, QPA, AKS, or APA certification is highly desirable
Benefits
• Remote-first work culture with in-office options (VA, MD, OH, IL, CA, MN)
• Competitive salary & comprehensive benefits (medical, dental, vision, life, disability)
• 401(k) with company match + HSA with company contribution
• Generous PTO for parental leave, vacation, and holiday time
• Support for certifications, association dues, and professional development
• A collaborative and inclusive company culture: happy hours, social events, employee-led committees, and volunteer opportunities
Apply Now
Apply Now