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Cetera Financial Group · 1 day ago

Retirement Plan Administration Consultant

Dallas, TX

Full-time

Hybrid

Mid Level

$73K/yr - $90K/yr

3+ years exp

Cetera Financial Group is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice. They are currently seeking a Retirement Plan Consultant to manage client caseloads, deliver compliance testing results, and build long-term relationships with clients.

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

Defined Contribution Plan AdministrationCompliance TestingProfit Sharing CalculationsCash Balance Plan AdministrationOrganizational Skills

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

Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.

Easy access to mental health benefits to meet our team members and their families where they are.

20+ days of paid time off (PTO), paid holidays, and 2 paid wellness days to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities.

401(k) Savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years.

Paid parental leave to support all team members with birth, adoption, and foster.

Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.

Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.