Business Consultant

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🕒 June 2

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Transition Strategies, LLC

WebsiteLinkedInAll Job Openings

1 - 10 employees

Founded 2003

💼 Consulting

⚖️ Legal

📋 Compliance

Consulting • Legal • Compliance

Transition Strategies, LLC is a Philadelphia-based employment law firm that has been effectively advocating for clients for over 20 years. This firm specializes in a wide range of employment-related legal services including discrimination, employment contracts, executive compensation and benefits, severance negotiations, and wrongful termination. Transition Strategies provides strategic advice and representation throughout the employment lifecycle and is committed to securing favorable outcomes for their clients through negotiation and legal advocacy. They also offer HR consulting and job coaching services to help clients navigate complex employment situations and improve performance. The firm is known for its tenacious approach and dedication to delivering results that align with clients' goals and needs.

📋 Description

• Coordinate onboarding for new 401(k), profit sharing, defined contribution, and ESOP clients as assigned. • Gather required data and set up new clients in internal systems. • Ensure a smooth handoff from Sales to Onboarding to Plan Administration team. • Partner with advisors, CPAs, recordkeepers, and investment companies to execute onboarding tasks. • Monitor onboarding timelines, proactively addressing delays, risks, or missing information. • Coordinate investment company conversions for existing clients. • Prepare, review, and deliver plan documents, amendments, and restatements. • Ensure compliance with IRS, DOL, ERISA, and SECURE/SECURE 2.0 requirements. • Collaborate with internal technical experts on regulatory updates and document changes. • Welcome new clients and referral sources, reinforcing Blue Ridge’s value and service model. • Participate in client and advisor discussions to support onboarding and document needs. • Follow established workflows to ensure consistency, quality, and compliance. • Identify opportunities to improve processes, tools, and client experience. • Provide timely, professional communication to clients, advisors, and internal partners.

🎯 Requirements

• 3–5+ years of experience in retirement plan administration (TPA experience required) • Strong knowledge of 401(k) plan design and compliance requirements • Experience reviewing a variety of documents, including complex and customized plan documents • Knowledge of onboarding processes • Strong organizational and time management skills • High attention to detail and accuracy • Must be able to provide and maintain a distraction-free work environment, a professional workspace, and reliable high-speed internet connection. • Preferred QKA, QKC, or other ASPPA credentials (or progress toward certification) • Experience with FT William document software • Experience working with various recordkeeping platforms

🏖️ Benefits

• 401(k) and Pension • 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 • Employee-led committees, and volunteer opportunities