Retirement Plan Consultant jobs in United States
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Aston Carter · 21 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
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Growth Opportunities

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

Compliance knowledgeRetirement plan experienceCompliance testing softwareProfessional certificationsSoftware proficiencyCustomer service skillsBachelor’s degree

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

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Aston Carter is a staffing and recruiting company providing risk and compliance services.

Funding

Current Stage
Late Stage
Total Funding
unknown
2011-01-31Acquired

Leadership Team

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Juan Pablo McCausland-PHR, CDP
Human Resources Business Partner
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Sherry Guevara
Regional Human Resources Partner-West Region
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Company data provided by crunchbase