Current Openings

Retirement Plan Consultant

Position Summary

The Retirement Plan Consultant administers qualified defined contribution retirement plans and serves as a trusted resource to plan sponsors and their professional advisors. This role manages assigned plans from annual data collection through reporting and follow-up, applying sound judgment to plan documents, compliance requirements, and client needs.

Essential Responsibilities

• Administer assigned defined contribution plans, including annual compliance testing, contribution allocations, required minimum distributions, and preparation of applicable government filings.
• Review plan documents, amendments, and related records to ensure plan administration is consistent with plan provisions and regulatory requirements.
• Analyze plan data, reconcile relevant plan and trust information, and identify issues that require follow-up or additional attention.
• Coordinate with clients and other plan contacts to obtain accurate, timely information and keep plan administration moving forward.
• Prepare and review participant disclosures, notices, and other plan-related communications as applicable.
• Provide responsive, professional service to plan sponsors, accountants, attorneys, investment advisors, and other outside professionals.
• Recognize potential plan design, operational, or compliance opportunities and communicate recommendations or next steps to the appropriate PAC leadership.
• Maintain complete and accurate records in PAC systems and meet established deadlines while managing multiple client plans.

Qualifications and Capabilities

• Experience in retirement plan administration, employee benefit plans, accounting, or a related professional-services environment.
• Working knowledge of qualified retirement plan administration; familiarity with ERISA and IRS requirements is preferred.
• Strong analytical ability, attention to detail, and comfort interpreting plan documents and financial or payroll data.
• Ability to organize competing priorities, work independently, and consistently meet client and regulatory deadlines.
• Clear written and verbal communication skills, with a service-minded and professional approach to client relationships.
• Proficiency with Microsoft Office, particularly Excel; experience with retirement plan administration software is a plus.
• Commitment to accountability, sound judgment, confidentiality, and high-quality work.

Work Environment

This position works in a deadline-driven professional-services environment and requires the ability to manage detailed work with accuracy, discretion, and consistent client communication.

PAC designs and administers retirement plans, including 401(k) Plans, Safe Harbor 401(k) Plans, Profit Sharing Plans, and Cross-Tested 401(k) Plans.

Why Work Here?

• We are people first and relationship driven
• We are collaborators who help each other win
• We are growing and learning together
• We are community minded and proud of our Mid-South roots
• We are recognized as a Memphis Business Journal “Best Places to Work” from 2022 to 2025 through our Watkins Uiberall affiliation