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Retirement Plan Consultant

Remote / Online - Candidates ideally in
West Des Moines, Polk County, Iowa, 50265, USA
Listing for: Talentify
Remote/Work from Home position
Listed on 2026-01-25
Job specializations:
  • Finance & Banking
    Regulatory Compliance Specialist
Salary/Wage Range or Industry Benchmark: 31.25 - 33.65 USD Hourly USD 31.25 33.65 HOUR
Job Description & How to Apply Below

Overview

Job Title: Retirement Plan Consultant

The Retirement Plan Consultant serves as the main contact and compliance expert for employer-sponsored retirement plans, including 401(k), 403(b), profit-sharing, and Pooled Employer Plans (PEPs). This role ensures regulatory compliance while providing consulting and client service for both single-employer and pooled plans.

Responsibilities
  • Act as the primary consultant for plan sponsors and participating employers in PEPs.
  • Provide guidance on plan design, compliance testing, and fiduciary best practices.
  • Perform annual compliance testing and prepare Form 5500 filings.
  • Oversee onboarding and administration of adopting employers in PEPs.
  • Collaborate with Pooled Plan Providers, recordkeepers, and custodians.
  • Advise on plan mergers, terminations, and compliance corrections.
  • Stay current on legislative and regulatory updates impacting retirement plans.
Essential Skills
  • Strong knowledge in compliance and retirement plans.
  • Experience with compliance testing software.
  • Excellent customer service skills.
Additional

Skills & Qualifications
  • Bachelor’s degree in Accounting, Finance, Business, or related field preferred.
  • 4–8 years of experience in retirement plan administration with TPA or recordkeeper.
  • Experience managing both single-employer and pooled employer plans (PEPs).
  • Professional certifications (QKA, QPA, CPC, APA, APR) preferred.
  • Proficiency with Relius, FTWilliam, ASC, and Microsoft Excel.
Work Environment

This is a 100% remote role, with the company based out of West Des Moines. The company has 40 total employees, with roughly 10 on the TPA side.

Job Type & Location

This is a Contract to Hire position based out of West Des Moines, IA.

Pay and Benefits

The pay range for this position is $31.25 - $33.65/hr.

Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following:
Medical, dental & vision;
Critical Illness, Accident, and Hospital; 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available;
Life Insurance (Voluntary Life & AD&D for the employee and dependents);
Short and long-term disability;
Health Spending Account (HSA);
Transportation benefits;
Employee Assistance Program;
Time Off/Leave (PTO, Vacation or Sick Leave).

Workplace Type

This is a fully remote position.

Final date to receive applications

This position is anticipated to close on Feb 6, 2026.

About Aston Carter

Aston Carter provides world-class corporate talent solutions to thousands of clients across the globe. Specialized in accounting, finance, human resources, talent acquisition, procurement, supply chain and select administrative professions, we extend the capabilities of industry-leading companies. We draw on our deep recruiting expertise and expansive network to meet the evolving needs of our clients and talent community with agility and excellence.

With offices across the U.S., Canada, Asia Pacific and Europe, Aston Carter serves many of the Fortune 500. We are proud to be a Clearly Rated Best of Staffing® double diamond winner for both client and talent service.

The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

If you would like to request a reasonable accommodation, such as the modification or adjustment of the job application process or interviewing process due to a disability, please email astoncarter for other accommodation options.

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