Aston Carter · 5 hours ago
Retirement Plan Consultant
Aston Carter is a company that provides world-class corporate talent solutions across various sectors. They are seeking a Retirement Plan Consultant to act as the main contact and compliance expert for employer-sponsored retirement plans, ensuring regulatory compliance while providing consulting and client service.
ConsultingHuman ResourcesInformation Technology
Responsibilities
Act as the primary consultant for plan sponsors and participating employers in PEPs
Provide guidance on plan design, compliance testing, and fiduciary best practices
Perform annual compliance testing and prepare Form 5500 filings
Oversee onboarding and administration of adopting employers in PEPs
Collaborate with Pooled Plan Providers, recordkeepers, and custodians
Advise on plan mergers, terminations, and compliance corrections
Stay current on legislative and regulatory updates impacting retirement plans
Qualification
Required
Strong knowledge in compliance and retirement plans
Experience with compliance testing software
Excellent customer service skills
Preferred
Bachelor's degree in Accounting, Finance, Business, or related field preferred
4–8 years of experience in retirement plan administration with TPA or recordkeeper
Experience managing both single-employer and pooled employer plans (PEPs)
Professional certifications (QKA, QPA, CPC, APA, APR) preferred
Proficiency with Relius, FTWilliam, ASC, and Microsoft Excel
Benefits
Medical, dental & vision
Critical Illness, Accident, and Hospital
401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available
Life Insurance (Voluntary Life & AD&D for the employee and dependents)
Short and long-term disability
Health Spending Account (HSA)
Transportation benefits
Employee Assistance Program
Time Off/Leave (PTO, Vacation or Sick Leave)
Company
Aston Carter
Aston Carter is a staffing and recruiting company providing risk and compliance services.
Funding
Current Stage
Late StageTotal Funding
unknown2011-01-31Acquired
Leadership Team
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