Blue Ridge Associates ยท 8 hours ago
Retirement Plan Administration Consultant
Maple Grove, MN
Full-time
Hybrid
Entry, Mid Level
2+ years expBlue Ridge Associates is a leading firm in ESOP administration, dedicated to helping employees achieve financial independence through retirement plans. The Retirement Plan Administration Consultant will manage client relationships, ensuring compliance and providing exceptional service in 401(k) and other qualified retirement plans.
Financial Services
No H1B
Hiring Manager
Alex Marshall
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
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
Medical, dental, vision, life, disability
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
Happy hours, social events, employee-led committees, and volunteer opportunities
Company
Blue Ridge Associates
We are the trusted partner for retirement plan professionals and sponsors.
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
unknownKey Investors
Levine Leichtman Capital Partners
2020-03-26Private Equity
2002-01-01Private Equity
Leadership Team
Bill Yoerger
Chief Executive Officer
Ashley Waters
CFO & Managing Director
Company data provided by crunchbase