Lead Retirement Plan Specialist

Shape how plan consulting actually works at a modern recordkeeper.

• •We're hiring a Lead Retirement Plan Specialist to be a senior operator on our team, a trusted guide to our customers, and an operational ERISA expert.
• •Key Responsibilities Consult with customers on plan design: eligibility rules, vesting schedules, safe harbor elections, match formulas, profit sharing, cross-tested designs.
• •Recommend what actually fits the client.
• •Onboard new plans: sit with customers through setup, translate their intent into plan document elections, and de-risk the handoff to ongoing administration.
• •Help with year-end compliance: ADP/ACP, 410(b), 415, top-heavy, coverage testing, 5500 filings, 1099-Rs.
• •Know where every plan stands.
• •Partner with our external TPA on execution.
• •Handle corrections: failed testing, late deferrals, missed matches, eligibility errors.
• •Scope the issue, pick the right correction method, get it done cleanly.
• •Translate the regs: SECURE 2.0, LTPTE, hardship sourcing, QACA formulas.