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Retirement Plan Administration Consultant

Transition Finance Strategies LLC

Columbia, MD • On-site

$55K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 22 days ago

Job description

Job Type
Full-time
Description
Retirement Plan Administration Consultant
Columbia, MD • 401(k) and Pension
Where Technical Expertise Meets Purpose-Driven Impact
Use your retirement plan knowledge to help employees across the country build financial independence.
At Blue Ridge Associates, we don't just administer retirement plans - we help people build lasting financial security. Through Employee Stock Ownership Plans (ESOPs) and 401(k) services, we empower employees across the country to take ownership of their financial futures. We're proud to be one of the top ESOP administration firms in the nation, serving a diverse range of companies that believe in sharing success with their people.
Whether remote or based in one of our seven offices across the country, our team members work together with a shared mission: to make it easy for plan sponsors and professionals to provide wealth-building benefits to business owners and their employees.
That's Where You Come in as a Retirement Plan Administration Consultant
As a Retirement Plan Administration Consultant, you'll be a key contact for clients navigating the complex world of 401(k) and other qualified retirement plans. You will manage a full portfolio of client relationships, serve as a trusted advisor, and ensure compliance, accuracy, and exceptional service every step of the way.
Your Responsibilities Include:
  • Managing a portfolio of 401(k) client relationships as the primary point of contact
  • Performing annual compliance testing (coverage, nondiscrimination, top-heavy, etc.)
  • Calculating employer contributions and reconciling trust accounts
  • Preparing and filing annual government forms and participant statements
  • Completing or reviewing plan transactions such as loans, distributions, RMDs, and QDROs
  • Interpreting plan document provisions and recommending improvements
  • Collaborating with clients, advisors, auditors, and other service providers
  • Staying current on retirement plan regulations through continuing education and research
  • Participating in internal process improvement initiatives and team projects

Requirements
  • 2+ years of direct 401(k) plan administration experience, including compliance testing
  • Bachelor's degree preferred (ideally in Accounting, Finance, Math, Economics, or Statistics)
  • Strong analytical and organizational skills, with an aptitude for math and accounting
  • Advanced Excel proficiency and working knowledge of Microsoft Word
  • Excellent communication, time management, and client service skills
  • Ability to manage multiple priorities independently and meet deadlines
  • Enthusiasm for professional development and continuous learning
  • Currently pursuing or holding QKA, QPA, AKS, or APA certification is highly desirable
  • Must be able to provide and maintain a distraction-free work environment, a professional workspace, and reliable high-speed internet connection.

Why You'll Love Working Here as a Retirement Plan Administration Consultant
You'll join a company that values hard work, supports each other, and believes in doing work that matters.
We offer:
  • Remote-first work culture with in-office options (VA, MD, OH, IL, CA, MN)
  • 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

Join Us as We Build Wealth for Generations
Everything we do is driven by our vision. We see a future where more people achieve financial independence, enjoy meaningful retirement, and leave a legacy.
We live by our values every day:
  • Precision - Accurate records, timely and error-free service
  • Efficacy - Ensuring compliance and guiding clients toward retirement readiness
  • Advocacy - Supporting regulatory changes that benefit employers and employees
  • Collaboration - Trusted partners to clients, advisors, and teammates
  • Excellence - Proactive, personalized, high-touch service in all we do

This is more than a job. It's your opportunity to build a meaningful career while helping others build financial security for life.
Apply now and make a career out of making a difference!
Equal Opportunity Employer
Must be authorized to work in the US.
Salary Description
$55,000+ (based on experience)

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