Retirement Plan Administration Consultant

Cetera Financial Group

United States

On-siteCareer-pivot friendly

Who this role is best for

A natural match if you have experience in Defined Contribution Plan Administration and a background in client service.

Best fit for

Candidates with 3+ years in DC plan administration and a track record of resolving compliance issues
— “At least 3 years of Defined Contribution Plan Administration experience.”
Professionals who thrive in a client-facing role with a focus on precision and timely delivery
— “Ensure compliance corrections are completed timely and 5500s are filed timely.”
Individuals who can consult on plan design and adapt to evolving compliance standards
— “Consult on plan design.”

Things to consider

The role demands independent work with high attention to detail in a fast-paced setting
— “Ability to work independently in a fast-paced environment to meet deadlines while maintaining attention to detail.”
Candidates must be prepared to manage multiple priorities and follow up on data tracking
— “Track data received/not received from clients and follow up accordingly.”

How to stand out

Emphasize your ability to deliver complex compliance results to clients with clarity and precision
— “Deliver testing results and year end packages to clients.”
Highlight experience in cross-testing and ADP/ACP testing for DC plans
— “Review and perform compliance work related to cross-testing and ADP/ACP testing for DC plans.”
Showcase your adaptability and capacity to work in a dynamic, growing organization
— “Ability to adapt quickly and work effectively in a growing, dynamic organization.”
Demonstrate your problem-solving skills through specific examples of resolving compliance issues
— “Work with clients, advisors and other internal teams to resolve compliance issues.”
Include any experience with new comparability allocation methods in your resume and interview responses
— “Experience calculating profit-sharing contributions using new comparability allocation methods not required but is a plus.”

Pace · SteadyCollaboration · MediumAutonomy · MediumDecision Impact · Individual

Derived from job-description analysis by Serendipath's career intelligence engine.

What success looks like

completed compliance corrections timely
delivered testing results to clients

Typical background

defined contribution plan administration experience

Skills & requirements

Required

Retirement Plan AdministrationCompliance WorkClient Communication

Preferred

Profit-sharing Contribution CalculationRetirement Industry Designations

Stack & domain

Defined Contribution Plan AdministrationCompliance WorkEmployer ContributionsCompliance CorrectionsPlan DesignProfit-sharing ContributionsOrganizationalCommunicationProblem-solvingTime ManagementCustomer-focusedAdaptabilityQKARetirement Industry

About the role

Original posting from Cetera Financial Group

Job DescriptionAt Cetera Retirement Plan Specialists (TPA), we help plan sponsors navigate the complexities of retirement plan administration with confidence. Our success is built on delivering exceptional service, solving problems proactively, and continuously improving how we work. We empower our team members to take ownership, think critically, and drive solutions that create meaningful value for our clients and colleagues.
As we continue to grow, we are seeking a Retirement Plan Consultant who is passionate about client service, enjoys tackling complex challenges, and wants to make a direct impact on the success of our clients’ retirement plans and the participants they serve.
What you will do:
Review and perform compliance work related to cross-testing and ADP/ACP testing for DC plans.
Calculate employer contributions.
Deliver testing results and year end packages to clients.
Ensure compliance corrections are completed timely and 5500s are filed timely.
Track data received/not received from clients and follow up accordingly.
Work with clients, advisors and other internal teams to resolve compliance issues.
Consult on plan design.
What you need to have:
At least 3 years of Defined Contribution Plan Administration experience.
Strong organizational, communication, and problem-solving skills.
Ability to manage multiple priorities in a fast-paced environment.
Positive, customer-focused attitude with a commitment to exceptional service.
Ability to adapt quickly and work effectively in a growing, dynamic organization.
Ability to work independently in a fast-paced environment to meet deadlines while maintaining attention to detail.
Experience calculating profit-sharing contributions using new comparability allocation methods not required but is a plus.
Retirement industry designations such as QKA are a plus.
About UsWhat we give you in return:
Not many teams can say that they support people’s dreams coming to life. We happen to do that every day. And as important as we know your career is, we recognize that there’s a whole lot more to life. To ensure that our employees can make the most of their time outside of working hours, we offer a competitive salary and for full-time roles, a benefits package including:
Inclusive health, dental, vision, and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.
Easy access to mental health benefits to meet our team members and their families where they are.
20+ days of paid time off (PTO), paid holidays, and 2 paid wellness days to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities.
401(k) savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years.
Paid parental leave to support all team members with birth, adoption, and fostering.
Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.
Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.
Paid caregiver leave to provide time away from work when caring for an ill or recovering family member.
Additional benefits such as an Employee Assistance Program (EAP), identity theft protection (LifeLock), pet insurance, and other voluntary benefits to provide extra peace of mind

Source: Cetera Financial Group careers