Retirement Plan Administration Consultant

Job not on LinkedIn

🕒 July 15

🤠 Texas – Remote

🤠 Texas – Remote

💵 $83k - $110k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

🖥️ Administration

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CETERA

WebsiteLinkedInAll Job Openings

2 - 10 employees

Founded 2021

💸 Finance

🤝 B2B

☁️ SaaS

Finance • B2B • SaaS

CETERA is a wealth-management and financial services platform that provides broker-dealer, advisory, technology and practice-management solutions to independent financial advisors, registered investment advisers, tax and accounting professionals, and financial institutions. The company emphasizes B2B partnership models—white-glove onboarding, proprietary client-facing platforms, marketing and growth programs, and operational support—designed to help advisors transition assets, scale their businesses, and enhance client engagement. Cetera positions itself as a growth-focused partner and a technology-enabled “wealth hub” rather than a consumer-facing retail firm.

📋 Description

• Maintain responsibility of client caseload management. Primary contact for assigned caseload. • Deliver testing results and year end packages to clients. Make sure any compliance corrections are completed timely and 5500s are signed and filed timely. • Track data received/not received from clients and follow up accordingly • Consult with clients, advisors and other parties on plan related issues to develop long-term relationships. • Work with clients, advisors and other internal teams to resolve compliance issues and answer questions as they come up.

🎯 Requirements

• At least 3 years of Defined Contribution Plan Administration experience within a TPA • Cash Balance/Defined Benefit Plan Administration experience not required but is a plus. • Review and perform compliance work related to cross-testing and ADP/ACP testing for DC plans • Calculation of profit-sharing contributions using new comparability allocation methods • Strong organizational skills, able to work independently in a fast-paced environment to meet deadlines while maintaining attention to detail.

🏖️ Benefits

• Inclusive health, dental, vision, and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship. • Easy access to mental health benefits to meet our team members and their families where they are. • 20+ days of paid time off (PTO), paid holidays, and 2 paid wellness days to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities. • 401(k) savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years. • Paid parental leave to support all team members with birth, adoption, and fostering. • Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more. • Employee Assistance Program (EAP), LifeLock, Pet Insurance and more. • Paid caregiver leave to provide time away from work when caring for an ill or recovering family member. • Additional benefits such as an Employee Assistance Program (EAP), identity theft protection (LifeLock), pet insurance, and other voluntary benefits to provide extra peace of mind