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For Companies At a Glance
- Tasks: Support clients with retirement plan administration and compliance tasks daily.
- Company: Join Sentinel Group, a top-rated employee benefits firm dedicated to making benefits easy.
- Benefits: Enjoy unlimited PTO, paid holidays, medical coverage, and a 4% employer match on retirement plans.
- Why this job: Be part of a fun, growing team that values your contributions and offers real impact.
- Qualifications: 3+ years in retirement plan administration; strong Excel skills; relevant certifications preferred.
- Other info: Flexible hybrid or remote work options available; we embrace diverse backgrounds and experiences.
The predicted salary is between 36000 - 60000 £ per year.
Location Note: Hybrid or Remote
The Purpose of Your Role:
Do you want to work for a fun, growing organization where people truly make a difference?
The Plan Consultant position offers a retirement plan professional an opportunity to service a book of clients supporting their retirement plan administration and recordkeeping. This position is customer service and compliance focused! You’ll be the day-to-day contact for your dedicated clients and responsible for the administration of retirement plans; communicating with clients; overseeing recordkeeping tasks, preparing valuation reports and conducting compliance testing.
What you\’ll bring to Sentinel:
- A passion for the retirement plan industry, consulting and connecting with clients.
- An ability to develop and maintain relationships with colleagues, clients, and external partners.
- Familiarity with a variety of retirement plan types and designs specifically 401(k), 403(b), profit sharing, non-qualified and defined benefit.
- Experience performing retirement plan compliance testing and presenting the results to key stakeholders. Experience to include coverage test under IRC § 410(b) and general nondiscrimination test under IRC § 401(a)(4); ADP and ACP tests under IRC §§ 401(k) and (m); compensation ratio test under IRC §414(s); top heavy determination under IRC §416.
What you’ll be responsible for:
- 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 (i.e. payroll contributions, distributions, investments, audits and plan reporting).
- 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.
- Interact with other Sentinel departments and external business partners to ensure timely and accurate completion of annual nondiscrimination testing and reporting requirements and assist in the effective management of client relationships.
About you:
We are looking for a customer-focused consultant who can take the complex world of retirement plan administration and communicate it clearly and effectively to customers. You are detail-oriented with the ability to work in a fast-paced environment managing multiple priorities and meeting deadlines. The benefits industry is forever changing and we want someone who is flexible and willing to embrace that change.
What you need to have:
- 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.
- Experience with Relius Administration software preferred.
- ASPPA Qualified 401(k) Administrator (QKA) or higher credential preferred.
What you’ll be part of:
Our people care about our organization. We are a company with a mission to be the best in our industry and best within our company. Being part of this company means that you are part of something special.
Sentinel was recently recognized by The Boston Globe as a Top Place to Work in 2020. In 2021, 2022, and 2023 Sentinel earned a Top Workplace USA Awards from Energage.
At Sentinel, we hire people with all kinds of awesome experiences, backgrounds, and perspectives. We like it that way. So even if you don’t meet every single requirement, please consider applying if you like what you see. Our priority is to find the brightest talent that can add to our team culture, those who actively contribute and who are excited about what they do.
Sentinel is an equal opportunity employer and welcomes everyone to our team. If you need reasonable adjustments at any point in the application or interview process, please let us know.
Some of our 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 4% Employer Match.
- Parental Leave.
See What We Stand For: https://www.sentinelgroup.com/About-Us/Join-Our-Team
Who we are:
Sentinel Group proudly serves nearly 5,000 clients throughout the U.S. For 35+ years, we’ve remained devoted to positively impacting the lives of our people, our clients and our communities. With a 9-year average associate tenure among our 265 professionals, our team’s commitment to excellent service has positioned Sentinel as the only provider who makes benefits EASY: easy for your people; easy for your business; and easy for you.
Our ultimate goal is to help companies and their employees prepare for their future health, wealth and retirement needs. Whether it’s through retirement plans, group health insurance, reimbursement accounts or financial planning, we engineer simple solutions and continuously strive to make them better. Our in-house experts – and their commitment to excellence – define who we are.
Sentinel is also one of the largest employee benefits firms in Massachusetts (Boston Business Journal) and was named a 2022 Retirement Plan Adviser of the Year in the Mentorship category (PLANADVISER Magazine).
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Retirement Plan Consultant employer: Sentinel Group
Contact Detail:
Sentinel Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Retirement Plan Consultant
✨Tip Number 1
Familiarise yourself with the specific retirement plan types mentioned in the job description, such as 401(k) and 403(b). Understanding these plans will not only help you during interviews but also demonstrate your genuine interest in the role.
✨Tip Number 2
Network with professionals in the retirement plan industry. Attend relevant webinars or local meetups to connect with others who work in this field. This can provide you with insights and potentially lead to referrals for the position.
✨Tip Number 3
Brush up on your compliance testing knowledge, especially the tests listed in the job description. Being able to discuss these tests confidently in an interview will set you apart from other candidates.
✨Tip Number 4
Research Sentinel Group's company culture and values. Tailoring your conversation to align with their mission and demonstrating how you can contribute to their goals will show that you're a great fit for their team.
We think you need these skills to ace Retirement Plan Consultant
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in retirement plan administration, especially with defined contribution plans. Include specific examples of compliance testing and client interactions to demonstrate your expertise.
Craft a Compelling Cover Letter: In your cover letter, express your passion for the retirement plan industry and your commitment to customer service. Mention how your skills align with the responsibilities outlined in the job description, such as managing client relationships and performing compliance testing.
Showcase Relevant Experience: When detailing your work history, focus on roles that involved retirement plan consulting or administration. Highlight any experience with specific retirement plan types mentioned in the job description, like 401(k) or 403(b) plans.
Highlight Technical Skills: Since the role requires proficiency in Microsoft Excel and familiarity with Relius Administration software, be sure to mention your technical skills. Provide examples of how you've used these tools in previous roles to enhance your application.
How to prepare for a job interview at Sentinel Group
✨Know Your Retirement Plans
Familiarise yourself with various retirement plan types, especially 401(k) and 403(b). Be prepared to discuss your experience with compliance testing and how you can apply that knowledge to the role.
✨Showcase Your Customer Service Skills
Since this role is customer service focused, think of examples where you've successfully managed client relationships. Highlight your ability to communicate complex information clearly and effectively.
✨Demonstrate Your Technical Proficiency
Brush up on your Microsoft Excel skills, particularly formulas and data analysis. If you have experience with Relius Administration software, be ready to discuss how you've used it in past roles.
✨Embrace Change and Adaptability
The benefits industry is constantly evolving. Prepare to discuss how you've adapted to changes in previous roles and your willingness to embrace new challenges in this position.
