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Retirement Plan Associate Jobs in Minnesota (NOW HIRING)

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Retirement Plan Associate information

What is a retirement plan associate?

Retirement Plan Associates are professionals who assist in the administration and management of employer-sponsored retirement plans, such as 401(k)s or pension plans. They help ensure that plans comply with legal regulations, process employee enrollments, handle distributions and loans, and provide ongoing support to employers and plan participants. Their work often involves communication with plan providers, regulatory agencies, and employees to resolve issues and answer questions about retirement benefits.

How does a retirement plan associate typically collaborate with plan sponsors and participants?

A Retirement Plan Associate frequently acts as a key liaison between plan sponsors (such as employers) and plan participants (employees), addressing inquiries about plan features, compliance requirements, and account management. They coordinate with sponsors to ensure retirement plans are administered in line with legal regulations and company policies, and often assist participants with enrollment, withdrawals, and beneficiary updates. This collaborative work often involves ongoing communication, problem-solving, and providing educational sessions to help both sponsors and participants make informed decisions regarding their retirement benefits.

What are the key skills and qualifications needed to thrive as a retirement plan associate, and why are they important?

To thrive as a Retirement Plan Associate, you need a solid understanding of retirement plan regulations, financial concepts, and typically a bachelor’s degree in finance, business, or a related field. Familiarity with recordkeeping systems, compliance software, and industry certifications such as ASPPA or CEBS is often required. Strong attention to detail, analytical thinking, and effective client communication are crucial soft skills for this role. These skills ensure accurate plan administration, regulatory compliance, and high-quality service to clients and plan participants.

What are the most commonly searched types of Retirement Plan jobs in Minnesota?

The most popular types of Retirement Plan jobs in Minnesota are:

What cities in Minnesota are hiring for Retirement Plan Associate jobs?

Cities in Minnesota with the most Retirement Plan Associate job openings:

Retirement Plan Associate jobs near you

Senior KSOP Plan Administration Consultant

Blue Ridge Associates

Minneapolis, MN • On-site, Remote

$80K - $125K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 12 days ago

Job description

Description

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 Senior KSOP Plan Administration Consultant 


KSOP Consultants are responsible for all aspects of retirement plan administration for an assigned group of retirement plans.


Essential Functions Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • Manage all aspects of administration for an assigned block of plans.
  • Consult with plan sponsors and advisors regarding plan related matters
  • Ability to read and interpret plan documents
  • Calculate employer contributions (including cross-tested contributions)
  • Perform all annual compliance testing 
  • Calculate and process refunds (including 415 refunds)
  • Complete Form 5500, Form 5500-SFs, and Form 5330.
  • Assist clients with the correction of operational issues

Requirements

  • Bachelor's degree preferred.
  • 5+ years of A-Z administration is required
  • Experience working "unbundled" with national daily recordkeeping platforms is required
  • Experience with ASC, Relius, Datair, or FT Williams is required.
  • Experience with Pension Pro is a plus, but not required   
  • ESOP/KSOP knowledge is required
  • Experience using Microsoft Word, Excel, Outlook, and the ability to learn new software quickly    
  • Excellent oral and written communication skills
  • Self-starter, details oriented, motivated
  • Excellent organization, prioritization, and problem-solving skills.
  • QKA professional designation is desired or willingness to obtain
  • 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 Senior KSOP 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.


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!


Blue Ridge is committed to equal pay and pay transparency.


The annual base salary range for this position is $80,000 - $125,000. This range represents the anticipated pay for this role across multiple U.S. labor markets and is intended as a general guideline.


Actual compensation will be determined based on a variety of factors, including but not limited to the scope and responsibilities of the role, relevant experience, work location, education and training, key skills, internal equity, external market data, and current business considerations.


Equal Opportunity Employer

Must be authorized to work in the US.

Apply