Senior Pension Consultant

Job Summary

A company is looking for a Senior Pension Consultant/Team Lead to manage high-profile retirement plans and guide a team in delivering exceptional service.

Key Responsibilities:

• Independently manage 30-40 high-profile 401(k) and cross-tested plans while overseeing an additional 70-80 plans
• Perform compliance testing and oversee trust accounting for accurate financial reporting
• Supervise, mentor, and train team members, fostering a collaborative team culture

Qualifications:

• 10+ years of retirement plan administration experience in a TPA environment
• Prior experience in peer review, supervision, or team leadership strongly preferred
• Deep expertise in 401(k) compliance, contribution calculations, and nondiscrimination testing
• Proficiency with Microsoft Office 365, particularly advanced Excel for data analysis
• Familiarity with recordkeeping platforms and ability to manage data and reports