Consultant, Retirement Plan Consulting
6 Days Old
General information
Name
Consultant, Retirement Plan Consulting
Posting Title
Consultant, Retirement Plan Consulting
Ref #
2236135
Date Published
Thursday, December 4, 2025
City
Little Rock
State
Arkansas
Country
United States
Job Category
Wealth Advisory
Advertised Location
US-AR-Little Rock, US-MO-Kansas City
Working time
Full Time
Description & Requirements
The Retirement Plan Consulting team guides organizations through the complexities of designing and managing corporate retirement plans. We offer end-to-end services-including plan design, compliance, and investment consulting-tailored to each client's needs. By leveraging deep expertise, we help attract and retain talent while supporting fiduciary and ERISA responsibilities.
What You Will Do: Review Plan census information to determine eligibility and calculate vesting
Review Plan Document provisions to determine Plan is operating accordingly
Analyze annual compliance exams for non-discrimination, coverage and other issues
Assist with the review and processing of participant distribution and loan requests
Prepare various governmental filings and notices to Plan Sponsors and participants
Minimum Qualifications: Bachelor's Degree
Good verbal and written communication skills
Preferred Qualifications: Degree in Accounting, Finance, or related field
1+ years of relevant professional experience in retirement plan administration or accounting
Current and valid professional business credential(s), including but not limited to: QKA (Qualified 401(k) Administrator), QPA (Qualified Pension Administrator), CPC (Certified Pension Consultant) or CPA (Certified Public Accountant)
Proficient in Microsoft Office Suite
#LI-LRA, #LI-KCMO
#LI-AF1
- Location:
- Kansas City
- Category:
- Computer And Mathematical Occupations