Plan Consultant I or II
Company: JobTarget
Location: Washington
Posted on: March 13, 2026
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Job Description:
Description: The Plan Consultant is a key compliance and
technical resource responsible for administering and supporting
employer-sponsored retirement plans. Training is provided to
acquire expertise in plan testing, contribution calculations, and
government filings. The Plan Consultant collaborates with internal
teams and clients to ensure retirement plans are operated in full
compliance with IRS, DOL and ERISA regulations. PLAN CONSULTANT I
Key Responsibilities Compliance & Testing · Monitor deadlines and
compliance obligations for assigned book of business. · Prepare and
perform all annual nondiscrimination and compliance testing
including: o ADP/ACP o Top Heavy o 410(b) o 401(a)(4) o Other
testing as required by plan design · Calculate employer
contributions (Match, pro-rata, integrated, New Comparability). ·
Prepare contribution summaries and projections. · Perform
self-employed income calculations. · Identify and resolve late
deposits and missed deferral obligations. · Calculate missed
deferral corrections and support corrective filings when needed.
Data Management and Reconciliation · Review and upload incoming
census data for completeness and accuracy. · Reconcile participant
contribution discrepancies. · Reconcile recordkeeper statements. ·
Import recordkeeper transactions into compliance software. Annual
Reporting & Government Filings · Prepare government filings
including: o Form 5500 (EZ, SF and large plan with applicable
schedules) o Form 5558 extensions o Form 5330 o Form 8955-SSA
Support · Provide technical and compliance support to internal
teams and, as needed, to clients. · Collaborate with actuaries and
other departments to address technical issues impacting plan
administration. PLAN CONSULTANT II Key Responsibilities Compliance
& Testing · Monitor deadlines and compliance obligations for
assigned book of business. · Prepare and perform all annual
nondiscrimination and compliance testing including: o ADP/ACP o Top
Heavy o 410(b) o 401(a)(4) o Other testing as required by plan
design · Calculate employer contributions (Match, pro-rata,
integrated, New Comparability). · Prepare contribution summaries
and projections. · Perform self-employed income calculations. ·
Identify and resolve late deposits and missed deferral obligations.
· Calculate missed deferral corrections and support corrective
filings when needed. Data Management and Reconciliation · Review
and upload incoming census data for completeness and accuracy. ·
Reconcile participant contribution discrepancies. · Reconcile
recordkeeper and brokerage asset statements. · Import recordkeeper
transactions into compliance software. · Review work by team
members to ensure consistency and accuracy. Annual Reporting &
Government Filings · Prepare government filings including: o Form
5500 (EZ, SF and large plan with applicable schedules) o Form 5558
extensions o Form 5330 o Form 8955-SSA · Support IRS and DOL
audits, correspondence, and communication needs. Support · Provide
technical and compliance support to internal teams and, as needed,
directly to clients. · Participate in consultation calls related to
compliance matters, audits or corrections. · Research and resolve
advance plan design and regulatory questions escalated by
Relationship Manager or internal stakeholders. · Collaborate with
actuaries and other departments to address technical issues
impacting plan administration. Leadership · Serve as a key resource
for questions, coaching, and training for the junior Plan
Consultants. · May serve as back up to the team lead during their
absence, assisting with day-to-day decisions and continuity of
operations. · Attend internal meetings with other functional roles
across the organization and actively participate in firm
initiatives. Requirements: PLAN CONSULTANT I · Minimum of 0-3 years
of experience in qualified retirement plan administration and
compliance. · Strong analytical and mathematical skills. ·
Excellent written and verbal communication skills. · Knowledge of
ERISA regulations is a plus. · Meticulous attention to detail and
accuracy. PLAN CONSULTANT II · Minimum of 3 years of experience in
qualified retirement plan administration and compliance. · In-depth
knowledge of IRS, DOL and ERISA regulations. · High proficiency in
compliance software such as FTW. · Strong analytical and
mathematical skills. · Excellent written and verbal communication
skills. · Meticulous attention to detail and accuracy.
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Keywords: JobTarget, Alexandria , Plan Consultant I or II, Accounting, Auditing , Washington, Virginia
