Blue Ridge Associates · 2 weeks ago
Retirement Plan Design Consultant
United States
Full-time
Remote
Senior Level
5+ years expBlue Ridge Associates is a leading retirement plan administration firm dedicated to helping employees achieve financial independence. As a Retirement Plan Design Consultant, you will serve as a trusted advisor to Plan Sponsors and Financial Professionals, providing expertise in custom retirement plan design and compliance. Your role will involve collaborating with various teams to deliver effective retirement solutions for clients.
Non ProfitFinanceAssociationFinancial Services
No H1B
Responsibilities
Build and maintain strong relationships with Plan Sponsors, Financial Professionals, Recordkeepers, CPA’s, etc
Consult with Plan Sponsors and advisors on custom retirement plan design, administration, compliance, and operational issues
Review, interpret, and explain plan documents, amendments, notices, Summary Plan Descriptions, and IRS/DOL regulations
Analyze plan provisions, eligibility requirements, highly compensated/key employee status, and plan features
Participate in virtual (or in person) sales meetings, finalist presentations, and financial advisor meetings
Identify and resolve plan compliance issues, including testing and correction matters
Understand and discuss: ADP/ACP testing, Cross-testing and other profit-sharing allocation methods, Cash balance and 401(k) plan design coordination
Work with our Onboarding team to facilitate obtaining required client data and follow-up on missing items
Send service agreements to trustees via DocuSign, monitor completion, and maintain organized client records
Communicate effectively across internal departments including Sales, Documents, Onboarding and Relationship Management Teams
Stay current on industry trends, ERISA regulations, product developments, and competitive offerings
Maintain working knowledge of multiple recordkeeper and other platform solutions
Present competitive advantages professionally and consultatively
Contribute ideas to improve internal processes, workflows, and client experience
Perform other tasks as assigned
Qualification
Required
5+ years of experience in the retirement plan industry, preferably in defined contribution administration and/or Third-Party Administration (TPA) consulting
Strong experience working with 401(k) and 403(b) Plans
Strong experience working with Profit Sharing
Strong experience working with Cash Balance and Defined Benefit Plans
Strong experience working with PEPs, MEPs and/or Groups of Plans
Proven ability to work directly with clients, advisors, and recordkeepers in a consultative capacity
Experience interpreting plan documents and applying ERISA, IRS, and DOL guidance
Prior experience with plan compliance testing, corrections, and plan design analysis
Bachelor's degree required
Strong consultative and relationship-management skills
Exceptional written and verbal communication
Ability to simplify complex retirement plan concepts for clients and advisors
Excellent organizational skills and attention to detail
Strong analytical and problem-solving ability
Ability to manage multiple priorities and deadlines in a fast-paced environment
Self-motivated and capable of working independently while collaborating effectively with a team
Professional, positive, and client-focused demeanor
Must be able to provide and maintain a distraction-free work environment, a professional workspace, and reliable high-speed internet connection
Preferred
ASPPA, NIPA, ERPA, or similar retirement plan credentials preferred (or willingness to obtain)
QKA, QKC, or other ASPPA credentials (or progress toward certification)
Experience with FT William document software
Experience working with various recordkeeping platforms
Benefits
Competitive salary & comprehensive benefits (medical, dental, vision, life, disability)
401(k) with company match + HSA with company contribution
Generous PTO for parental leave, vacation, and holiday time
Support for certifications, association dues, and professional development
A collaborative and inclusive company culture: happy hours, social events, employee-led committees, and volunteer opportunities
Company
Blue Ridge Associates
Blue Ridge Associates is an organization that provides strategic guidance, operational support, and tailored solutions.
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Robert Valvano
Chief Financial Officer
Ashley Waters
Chief Human Resources Officer
Recent News
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