[Hiring] Plan Support Consultant @Slavic401k

Role Description

The Plan Support Consultant partners with employers and internal teams to manage plan-level service and administrative requests using a consultative approach. This role is responsible for researching, coordinating, and executing plan changes with a high degree of accuracy, timeliness, and regulatory compliance. The Plan Support Consultant serves as a key connection point between clients, internal departments, and system workflows. Success in this role requires strong ownership, attention to detail, effective prioritization, and clear communication to ensure accurate plan records and successful outcomes for existing clients. As assigned, the Plan Support Consultant may also support plan design consultations for Stand Alone Plans and spinoff plans, partnering with employers and internal teams to gather, validate, and document plan design decisions for setup or amendment processing.

Essential Functions

• Process plan-level service and administrative requests for existing clients, including drafting and executing plan amendments.
• Conduct consultations with employers regarding new plan design and plan amendments, documenting decisions, dependencies, and required information.
• Review documentation for completeness, accuracy, and compliance, and submit finalized requests through designated workflows.
• Maintain complete and accurate plan records, tracking documentation, and status updates.
• Serve as a point of contact for employer and internal partner inquiries, providing clear communication, follow-up, and issue resolution.
• Coordinate cross-functionally with internal teams to ensure accurate, on-time execution of requests.
• Track work in progress, proactively identify risks or delays, and escalate issues as appropriate.
• Participate in training, documentation, and process improvement initiatives to enhance workflows and service practices.

Qualifications

• Strong attention to detail with a high standard for document accuracy.
• Ability to manage multiple priorities and deadlines effectively.
• Clear, professional written and verbal communication skills.
• Strong sense of ownership, accountability, and follow-through.
• Client-focused, consultative service mindset.
• Ability to interpret plan documents, plan design provisions, and administrative requirements.
• Experience coordinating approvals and signature processes.
• Collaborative approach to cross-functional problem solving.
• Proficiency in Microsoft Office and relevant business systems.

Requirements

• 3–5+ years of ERISA experience in the retirement industry.
• 2–3+ years of client-facing experience.

Education

• Bachelor’s degree in Business or related field preferred, or equivalent work experience.

Certificates and Licenses

• Professional designation (ASPPA, NIPA, etc.) preferred.

Work Environment

• Remote work from one of the registered states listed at the top of the posting.
• Extended sitting and computer work.
• Uninterrupted virtual workspace required for effective job performance.
• Internet work speed requirement of 100 MBps or better.

Benefits

• Base salary range of $70,000-90,000.
• Eligible for an annual performance bonus.
• Flexible work environment.
• Participation in Personal Annual Performance Bonus incentive program.
• Medical, Dental, Vision, and Life Insurance.
• 75% employer coverage of Medical Premiums.
• Retirement Savings – 401(k) plan with generous company match, vested after 2 years.
• Tuition Reimbursement up to $5,250/year.
• Generous Paid Time Off upon hire – plus quarterly Work/Life Balance days and paid holidays.
• Paid Parental Leave.
• Voluntary Pet Insurance, Lifelock and More!
• 24/7 no-cost Employee Assistance Program (EAP).

Company Description

Slavic401k is an Equal Opportunity Employer with a commitment to inclusion for all qualified candidates. Slavic401k strictly prohibits unlawful discrimination based upon an individual’s race, color, religion, gender, sexual orientation, gender identity/expression, national origin/ancestry, age, mental/physical disability, medical condition, marital status, veteran status, or any other characteristic protected by law.