Retirement Consultant Job at RemX - RXF Charlotte NC, San Rafael, CA

Q3h5QkVZamlnN2tUUVpqdHh4ajlyazFQU1E9PQ==
  • RemX - RXF Charlotte NC
  • San Rafael, CA

Job Description

Retirement Projects Consultant

Location: San Rafael, CA

Schedule: Hybrid (3 days in-office, 2 days remote)

Compensation: $156,000–$190,000 DOE

Role Overview

The Retirement Projects Consultant will lead and support enterprise-wide retirement and benefits initiatives, including plan consolidations, vendor transitions, and compliance efforts across multiple entities and employee groups. This role is ideal for a seasoned benefits professional with strong project management skills and deep knowledge of retirement plan administration.

Key Responsibilities

  • Lead retirement plan consolidations, vendor transitions, and implementation projects from planning to execution.
  • Partner with internal teams, brokers, and vendors to ensure alignment with compliance and operational goals.
  • Provide subject matter expertise on defined contribution and defined benefit plans.
  • Manage plan amendments, restatements, and regulatory filings (ERISA, IRS, DOL).
  • Analyze plan data and vendor performance to identify improvements and support decision-making.
  • Coordinate with payroll, HRIS, and finance to ensure accurate processing of deductions, remittances, and reconciliations.
  • Support Retirement Plan Committee (RPC) activities, including meeting prep and follow-ups.
  • Contribute to benefits-related projects such as system integrations, process redesigns, and communication rollouts.
  • Maintain awareness of plan design elements and eligibility requirements.
  • Assist with ad hoc benefits initiatives and transition planning.

Education & Certifications

  • Bachelor’s degree in Human Resources or related field required
  • CEBS, QPA, or similar certifications preferred

Experience

  • 5+ years in retirement plan administration
  • 5+ years in full-cycle benefits management
  • 3+ years working with retirement recordkeeping platforms (e.g., Fidelity, Voya, Principal, T. Rowe Price)
  • Proven project management experience

Skills & Knowledge

  • Deep understanding of defined contribution and defined benefit plans
  • Strong grasp of ERISA, IRS, DOL regulations
  • Excellent analytical, documentation, and communication skills
  • Proficiency in Microsoft Office (Excel, Word, PowerPoint, Outlook); advanced Excel preferred
  • Familiarity with HRIS and vendor reporting tools
  • Ability to manage confidential information with discretion

Job Tags

Work at office, Remote work,

Similar Jobs

Satisfyd

Customer Success Manager Job at Satisfyd

 ...you passionate about helping customers succeednot just supporting...  ...SATISFYD is the go-to experience management platform for the equipment...  .... Why Join Us? Remote-First Flexibility: Work from...  ...Culture: We prioritize long-term success and client trust over... 

Samuel Lynne Galleries

Art Advisor Job at Samuel Lynne Galleries

 ...Art Advisor Contemporary Fine Art Dallas, TX Samuel Lynne Galleries, an established leader in contemporary fine art, is seeking a dynamic sales-driven Art Advisor to join our team. This role is perfect for a confident, client-focused professional who thrives on... 

DataCenterStaffing.io

Virtual Assistant Job at DataCenterStaffing.io

 ...access, and cooperative growth Serve as an advocate for efficiency, empathy, and execution at all times Qualifications: ~3+ years experience as a virtual assistant, operations coordinator, or executive support role ~ Exceptional written and verbal... 

Compunnel Inc.

Material Handler Job at Compunnel Inc.

 ...Keeping a well-maintained and updated account of stock and inventory Required Qualifications Able to operate a stand up and sit down forklift. The employee is occasionally required to lift up to 40 pounds. Preferred Skills Two (2) years? experience working with heavy... 

Robert Half

User Experience Designer Job at Robert Half

 ...Robert Half's enterprise client is looking for a skilled and innovative User Experience Designer to join their team in Seattle, Washington or Austin, Texas. In this long-term contract role, you will be at the forefront of creating user-centered designs that simplify complex...