Retirement Plan Administration Consultant jobs in United States
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Blue Ridge Associates ยท 2 weeks ago

Retirement Plan Administration Consultant

positionColumbia, MD
timeFull-time
remoteHybrid
seniorityEntry, Mid Level
date2+ years exp

Blue Ridge Associates is a leading ESOP administration firm dedicated to helping employees achieve financial independence through retirement plans. As a Retirement Plan Administration Consultant, you will manage client relationships, ensure compliance, and provide exceptional service in navigating 401(k) and other retirement plans.

Financial Services
Hiring Manager
Alex Marshall
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Responsibilities

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

Qualification

Compliance testingAdvanced Excel proficiencyAnalytical skillsQKA certificationClient service skillsEnthusiasm for learningCommunicationTime managementOrganizational skills

Required

2+ years of direct 401(k) plan administration experience, including compliance testing
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

Preferred

Bachelor's degree preferred (ideally in Accounting, Finance, Math, Economics, or Statistics)
Currently pursuing or holding QKA, QPA, AKS, or APA certification is highly desirable

Benefits

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

Company

Blue Ridge Associates

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We are the trusted partner for retirement plan professionals and sponsors.
dateFounded in 1988
location
Charlottesville, Virginia, USA
people-size201-500 employees
web-link
https://www.blueridgeesop.com/

Funding

Current Stage
Growth Stage
Total Funding
unknown
Key Investors
Levine Leichtman Capital Partners
2020-03-26Private Equity
2002-01-01Private Equity

Leadership Team

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Bill Yoerger
Chief Executive Officer
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Ashley Waters
CFO & Managing Director
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Company data provided by crunchbase