Retirement Plan Consultant - NWPS

*Job Description** _An in-office, three-day-a-week hybrid schedule for a candidate local to one of our offices is preferred. A candidate who is not geographically_ _close to one of our locations can be considered for fully remote work if this candidate has retirement plan administration expertise._ Manage a select group of qualified and nonqualified retirement plans, which may include all aspects of plan design, overseeing day-to-day administration, trust accounting, participant notices, plan documents and compliance testing. Continuously gain knowledge _of_ the retirement plan industry through ongoing education. **Essential Duties and Responsibilities** + Manage a select group of retirement plans + Responsible for all aspects of plan design + Oversee day-to-day administration, annual compliance testing, Form 5500 preparation, and trust accounting + Drafting participant notices and plan documents + Client relationship management ensuring high-quality deliverables + Perform project tasks independently, and direct the efforts of others + Anticipate client needs and formulate solutions to client issues + Prepare and review deliverables for accuracy and quality + Plan and participate in client meetings + Participate in prospective client proposal presentations + Manage own personal and professional development; seek opportunities for professional growth and expansion of consulting skills and experiences **Skills** + Excellent problem solving including an ability to independently research and determine strategies to solve client needs + Experience fostering client relationships + Operating standard office equipment and using required software applications, including Microsoft Office and established + databases + Providing excellent customer service + Critical thinking + Communicating effectively, both orally and in writing + Perform complex compliance testing, discuss plan design, prepare annual reports, and complete DOL and IRS forms + Prioritize, work independently and drive tasks to completion + Lead project teams and function with multiple tasks and deadlines concurrently + Handle multiple ongoing projects + Knowledge of the Relius recordkeeping system + ESOP experience, preferred **Education/Previous Experience:** • Bachelor’s Degree and a minimum of three (3) years of relevant experience in financial services. • OR • Any equivalent combination of education, training and/or experience approved by Human Resources. **Licenses/Certifications** QKA or QPA designation preferred

Created: 2025-10-10