Retirement Plan Design Consultant

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🕒 June 5

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Transition Strategies, LLC

WebsiteLinkedInAll Job Openings

1 - 10 employees

Founded 2003

🤝 B2B

📋 Compliance

👥 HR Tech

B2B • Compliance • HR Tech

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

• Support the field wholesaling team and collaborate with our onboarding, document, administration and client experience teams • Build and maintain strong relationships with Plan Sponsors, Financial Professionals, Recordkeepers, CPA’s, etc. • Consult with Plan Sponsors and advisors on custom retirement plan design, administration, compliance, and operational issues • Review, interpret, and explain plan documents, amendments, notices, Summary Plan Descriptions, and IRS/DOL regulations • Analyze plan provisions, eligibility requirements, highly compensated/key employee status, and plan features • Identify and resolve plan compliance issues, including testing and correction matters • Understand and discuss ADP/ACP testing, Cross-testing and other profit-sharing allocation methods, Cash balance and 401(k) plan design coordination • Work with our Onboarding team to facilitate obtaining required client data and follow-up on missing items • Send service agreements to trustees via DocuSign, monitor completion, and maintain organized client records • Maintain working knowledge of multiple recordkeeper and other platform solutions

🎯 Requirements

• 5+ years of experience in the retirement plan industry, preferably in defined contribution administration and/or Third-Party Administration (TPA) consulting • Strong experience working with: 401(k) and 403(b) Plans, Profit Sharing, Cash Balance and Defined Benefit Plans, PEPs, MEPs and/or Groups of Plans • Proven ability to work directly with clients, advisors, and recordkeepers in a consultative capacity • Experience interpreting plan documents and applying ERISA, IRS, and DOL guidance • Prior experience with plan compliance testing, corrections, and plan design analysis • Bachelor's degree required • ASPPA, NIPA, ERPA, or similar retirement plan credentials preferred (or willingness to obtain)

🏖️ Benefits

• 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 • A collaborative and inclusive company culture: happy hours, social events, employee-led committees, and volunteer opportunities