Senior Benefits Consultant – Retirement

• Provide consulting and administrative support for 401(k), pension, and other qualified retirement plans
• Analyze retirement plan data, troubleshoot complex issues, and translate findings into actionable recommendations
• Support retirement plan operations, including distributions, compliance testing, and day-to-day plan administration
• Review and interpret discrimination testing results
• Assist with annual regulatory filings, including Form 5500 preparation and review
• Partner with clients and internal stakeholders to ensure plan compliance and operational excellence
• Conduct research and analysis, clerical tasks, and implementation of benefits programs and policies
• Conduct benefits plan research, analysis, evaluation, and administration
• Lead or direct wellness and work-life programs and activities as applicable
• Ensure benefits programs comply with federal and state rules and regulations, including COBRA and HIPAA
• Assist in designing and implementing corporate benefits programs, policies, and procedures
• Work with appointed vendors to resolve employee questions and issues

• University / college degree, typically a bachelor's degree
• 3+ years of relevant / direct industry experience
• Prior experience in the retirement services industry, retirement plan administration, or a Third-Party Administrator (TPA) environment
• Strong knowledge of 401(k) plans, pension plans, discrimination testing, distributions, and retirement plan compliance
• Experience with Form 5500 reporting and retirement plan regulatory requirements
• Advanced Excel and analytical skills
• Ability to evaluate data, identify trends, and tell a compelling story through insights
• Strong problem-solving and troubleshooting skills
• Strong client-facing communication skills
• Comparable combination of education, job-specific certification(s), and experience may be considered in lieu of a degree
• No employment visa sponsorship or STEM OPT participation
• No required certifications or licenses

Demonstrates expertise in retirement plan administration, including 401(k) and pension plans, with a strong focus on compliance, data analysis, and client communication. Proficient in regulatory requirements and Form 5500 reporting, ensuring operational excellence in benefits programs.

• Retirement Plan Administration
• 401(k) Plans
• Form 5500 Reporting
• Data Analysis
• Client-Facing Communication

• Retirement Plan Compliance
• Discrimination Testing
• Advanced Excel Skills
• Troubleshooting
• Data Evaluation

• Problem-Solving
• Communication

• Pension Plans
• Third-Party Administrator (TPA)
• COBRA
• HIPAA
• Regulatory Filings