[Hiring] Senior Plan Consultant @MP RPO

Role Description

The Senior Plan Consultant is a senior technical resource responsible for the independent administration and compliance oversight of a portfolio of qualified retirement plans. This role serves as a subject matter expert in retirement plan compliance, plan design, and regulatory requirements, with primary responsibility for:

• Annual compliance testing
• Plan projections
• Plan document and amendment preparation
• Correction of operational and compliance failures
• Form 5500 and related tax filings
• Administration of Multiple Employer Plans (MEPs) and Pooled Employer Plans (PEPs)

Working with a high degree of autonomy, the Senior Plan Consultant manages their own caseload, researches complex technical issues, and develops compliant solutions while collaborating with internal teams to ensure timely and accurate plan administration. This position has limited direct client interaction and primarily partners with Relationship Managers when specialized technical expertise is required for complex client discussions. The Senior Plan Consultant may also provide guidance, training, and oversight to junior team members and support staff as needed.

Qualifications

• Minimum of five (5) years of progressively responsible experience administering qualified retirement plans, preferably in a Third-Party Administrator (TPA) environment
• Strong working knowledge of ERISA, the Internal Revenue Code, and regulations governing qualified retirement plans
• Demonstrated proficiency with FT Williams retirement plan compliance software
• Proficiency with Microsoft Office applications, including Excel, Word, Outlook, and Teams

Requirements

• Experience administering Defined Benefit and Cash Balance retirement plans is preferred
• Experience administering Multiple Employer Plans (MEPs), Pooled Employer Plans (PEPs), 403(b), and governmental or non-governmental 457(b) retirement plans is preferred
• ASPPA credentials such as QKA, QKC, QPA, CPC, or equivalent professional designations are preferred. Progress toward obtaining these credentials is a plus

Benefits

• Direct hire
• 100% Remote
• Compensation: $75-$85k annually plus 10% bonus opportunity
• Full benefits including retirement, PTO, medical, dental, vision, etc.