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

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  • 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,

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