Retirement Plan Consultant at Sentry Insurance Stevens Point, WI

We are seeking a self‑motivated professional and technical compliance expert to join our premier 401(k) benefits team in Stevens Point, WI.

• Act as a technical resource for 401(k) clients and our sales and service teams.
• Identify, research, and interpret federal legislation and regulations impacting 401(k) and other private sector defined contribution retirement plans.
• Provide suggestions, interpretations, clarifications, explanations, modifications, design, and drafting of more complex 401(k) and other qualified retirement plans to associates and external customers, and review and analyze incoming new business/takeover plans for the onboarding team.
• Provide updates regarding IRS/DOL regulatory guidance for internal and external associates and customers on legislative and regulatory provisions impacting 401(k) plans.
• Provide input and technical support and clarity for field and client communications or marketing materials as requested.
• Assist with the design and certain technical training for 401(k) associates and may provide technical training for field associates as requested.
• Coordinate and develop special projects as assigned and serve as a project manager for projects related to amendments and restatements and new products or services.
• Maintain the qualified status of Sentry’s pre‑approved plan documents and related documents.
• Consult with operational teams regarding Form 5500 and related reports, tax withholding, and reporting responsibilities for distributions from qualified retirement plans.
• Review and suggest updates to administrative forms and procedures for compliance with legal and regulatory standards.
• Provide advanced testing and compliance services for 401(k) plans as requested.

• Bachelor’s Degree or equivalent work experience in 401(k) administration and compliance of defined contribution plans.
• 5+ years of strong knowledge and familiarity with qualified retirement plans, funding vehicles, trust, and insurance contacts.
• Some knowledge of NASD, SEC, and FINRA requirements as they affect qualified retirement plans.
• ASPPA, QKA, or higher designation required.
• Demonstrated analytical ability and process skills.
• Exceptional written and verbal communication skills.

• Hybrid work model with optional work from home on Monday and Friday;
  Tuesday through Thursday in office.
• Work‑from‑home equipment provided before start.
• Meal subsidy available for office‑based associates.
• 401(k) plan with a dollar‑for‑dollar match on the first eight percent, plus immediate vesting.
• Tuition reimbursement program through Sentry University (SentryU).
• Generous paid‑time‑off plan and volunteer‑time off.
• Group medical, dental, vision, life insurance, parental leave, and health and wellness benefits.
• Well‑being and employee assistance programs.
• Foundation gift matching program.

Equal Employment Opportunity:
Sentry is an Equal Opportunity Employer. Our policy prohibits discrimination in employment based on race, color, national origin, religion, sex, disability, age, marital status, or sexual orientation.