Sentinel Group is hiring a
Retirement Plan Consultant

Summary

The job is a Plan Consultant position at Sentinel, a growing organization offering retirement plan services. The role involves customer service and compliance focused administration of retirement plans, with a focus on 401(k), 403(b), profit sharing, non-qualified and defined benefit plans.

Requirements

• At least 3 years of experience working in defined contribution plan administration with Third Party Administrator focus
• Intermediate to advanced knowledge of Microsoft Excel including the use of formulas and overall ability to learn and use different software packages

Responsibilities

• Developing and maintaining strong customer relationships across many different industries with varying levels of financial experience
• Answering a wide variety of client questions related to retirement plan administration, recordkeeping and participant inquiries on a daily basis
• Performing yearly compliance testing and annual valuations for qualified retirement plans to ensure that IRS guidelines are met
• Calculate projected and actual plan contributions - employer matching contributions, including safe-harbor match; profit sharing contributions utilizing pro rata, integrated and new comparability allocation methods; self-employed contributions
• Collaborating both internally and externally to facilitate the responsible handling of plan assets
• Reviewing and interpreting retirement plan documents, amendments, notices and summary plan descriptions

Preferred Qualifications

• Experience with Relius Administration software
• ASPPA Qualified 401(k) Administrator (QKA) or higher credential

Benefits

• PTO (vacation, sick, personal time bank) - Unlimited FTO after 2 years of service
• 12 Paid Holidays (10 stated and 2 floating holidays)
• 2 Community Volunteer Days
• 5 Summer Half Days
• Medical, Dental, Vision
• Life Insurance
• LTD & STD
• Retirement Plan with 3.75% Employer Match
• Parental Leave