Retirement Plan Consultant at Sentry Insurance Stevens Point, WI

Retirement Plan Consultant – Sentry Insurance, Stevens Point, WI

• 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 401(k) 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 Sentry associates as well as customers for 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, restatements, and new products or services as assigned.
• 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: work from home Monday and Friday (if chosen);
  Tuesday through Thursday in office.
• Home office equipment including laptop and necessary materials.
• Meal subsidy available for associates who report to an office.
• 401(k) plan with dollar‑for‑dollar match on first eight percent of contributions, with immediate vesting.
• Continuing education and career development through Sentry University and tuition reimbursement program.
• 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.
• Sentry Foundation gift‑matching program.

Equal Employment Opportunity Sentry is an Equal Opportunity Employer. It is our policy that there be no discrimination in employment based on race, color, national origin, religion, sex, disability, age, marital status, or sexual orientation.