Cetera Financial Group · 2 months ago
Retirement Plan Administration Consultant
Dallas, TX, United States
Full-time
Hybrid
Mid Level
$73K/yr - $113K/yr
3+ years expCetera Financial Group is a company focused on improving client experiences through efficient processes. They are seeking a Retirement Plan Administration Consultant to manage client caseloads, deliver compliance testing results, and foster long-term relationships with clients and advisors.
AdviceFinancial ServicesRetailRetirementWealth Management
Responsibilities
Maintain responsibility of client caseload management
Deliver testing results and year end packages to clients. Make sure any compliance corrections are completed timely and 5500s are signed and filed timely
Track data received/not received from clients and follow up accordingly
Consult with clients, advisors and other parties on plan related issues to develop long-term relationships
Qualification
Required
At least 3 years of Defined Contribution Plan Administration experience
Perform compliance work related to cross-testing and ADP/ACP testing for DC plans
Calculation of profit sharing contributions using new comparability allocation methods
Strong organizational skills, able to work independently in a fast paced environment to meet deadlines while maintaining attention to detail
Preferred
Cash Balance/Defined Benefit Plan Administration experience is preferred
Benefits
Competitive performance-based bonus
Company
Cetera Financial Group
Cetera Financial Group is a privately-held, independent broker-dealer and investment adviser families.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
Genstar Capital
2023-10-04Private Equity
2018-07-17Acquired
Leadership Team
Michael Durbin
Chief Executive Officer
Dan Burkott
Chief Compliance Officer - Tax Channel
Recent News
2026-01-07
2026-01-07
2025-12-27
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