Sentinel Group · 16 hours ago
Retirement Plan Consultant (2026)
United States
Full-time
Remote
Mid Level
$65K/yr - $85K/yr
3+ years expSentinel Group is a growing organization dedicated to positively impacting the lives of its clients and communities. The Retirement Plan Consultant will service a book of clients, focusing on retirement plan administration and compliance, while building strong relationships and ensuring adherence to IRS guidelines.
ConsultingFinancial ServicesHealth Care
Responsibilities
Developing and maintaining strong customer relationships across many different industries with varying levels of financial experience
Answering a wide variety of client questions related to retirement plan administration, recordkeeping and participant inquiries on a daily basis. (i.e. payroll contributions, distributions, investments, audits and plan reporting)
Performing yearly compliance testing and annual valuations for qualified retirement plans to ensure that IRS guidelines are met
Calculate projected and actual plan contributions - employer matching contributions, including safe-harbor match; profit sharing contributions utilizing pro rata, integrated and new comparability allocation methods; self-employed contributions
Collaborating both internally and externally to facilitate the responsible handling of plan assets
Reviewing and interpreting retirement plan documents, amendments, notices and summary plan descriptions
Interact with other Sentinel departments and external business partners to ensure timely and accurate completion of annual nondiscrimination testing and reporting requirements and assist in the effective management of client relationships
Qualification
Required
At least 3 years of experience working in defined contribution plan administration with Third Party Administrator focus
Intermediate to advanced knowledge of Microsoft Excel including the use of formulas and overall ability to learn and use different software packages
A passion for the retirement plan industry, consulting and connecting with clients
An ability to develop and maintain relationships with colleagues, clients, and external partners
Familiarity with a variety of retirement plan types and designs specifically 401(k), 403(b), profit sharing, non-qualified and defined benefit
Experience performing retirement plan compliance testing and presenting the results to key stakeholders. Experience to include coverage test under IRC § 410(b) and general nondiscrimination test under IRC § 401(a)(4); ADP and ACP tests under IRC §§ 401(k) and (m); compensation ratio test under IRC §414(s); top heavy determination under IRC §416
Preferred
Experience with Relius Administration software preferred
ASPPA Qualified 401(k) Administrator (QKA) or higher credential preferred
Benefits
PTO (vacation, sick, personal time bank) - Unlimited FTO after 2 years of service
12 Paid Holidays (10 stated and 2 floating holidays)
2 Community Volunteer Days
5 Summer Half Days
Medical, Dental, Vision
Life Insurance
LTD & STD
Retirement Plan with 4% Employer Match
Parental Leave
Company
Sentinel Group
Sentinel Group is the employee benefits provider who makes it EASY: easy for your people; easy for your business; and easy for you.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Sam Mitchell
President and CEO
Doug Dustin
SVP, Chief Financial Officer
Recent News
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