Retirement Plan Consultant
- USD 60,000 to 65,000 per year
- Remote, worldwide
- Mid-level
- Posted 2 days ago
or apply from Claude / ChatGPT / Muse
Fully remote compliance role at a retirement plan services firm of about 50 people, handling Form 5500 filings and annual testing for qualified plans across the US.
About the role
The firm acts as pooled plan provider, third-party administrator and named fiduciary for the plans it runs, with a client retention rate above 96 percent. Work covers ERISA compliance for small and mid-sized employers.
At a glance
- Pay
- USD 60,000 to 65,000 per year
- Remote scope
- Remote, worldwide
- Seniority
- Mid-level
- Skills
- ERISA, Form 5500, FT William, PensionPro, Excel, Microsoft Office
- Posted
- 27 Oct 2026
- Last checked
- 29 Oct 2026
What you will do
- Prepare, review and file yearly Form 5500 returns with all related schedules
- Work with plan sponsors, auditors and consultants to clear compliance issues
- Keep filing and testing records accurate and pass regulatory updates on to the team
What they look for
- Three to seven years of ERISA compliance work, including nondiscrimination testing and Form 5500 preparation
- Hands-on experience with FT William in both the compliance and 5500 modules
- Working knowledge of PensionPro or a similar pension platform, plus solid Excel and analytical skills
Benefits
- Fully remote, open to candidates in any US time zone
How Keywordise applies for you
Alex Demo
[email protected]
From your CV
Yes, fully remote
- Sent
- 09:41
- Attached
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- In Claude, open Settings, then Connectors, and choose Add custom connector.
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- In ChatGPT, open Settings, then Connectors. On plans that need it, turn on developer mode first.
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Muse
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- If Muse asks how to sign in, answer OAuth. Open the sign-in link it sends, log in to Keywordise and approve.
- Send the prompt. Muse asks before it sends anything.
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Apply to Keywordise job nfguo4lfn7Questions about this job
Is this a remote job, and where can I work from?
Yes. The posting lists Retirement Plan Consultant as a remote role open to candidates worldwide.
What does this job pay?
The posting states USD 60,000 to 65,000 per year.
What experience is needed?
It is a mid-level role. The posting asks for: three to seven years of ERISA compliance work, including nondiscrimination testing and Form 5500 preparation; hands-on experience with FT William in both the compliance and 5500 modules; working knowledge of PensionPro or a similar pension platform, plus solid Excel and analytical skills. Skills it names include ERISA, Form 5500, FT William, PensionPro.
How do I apply with Keywordise AI?
Click Apply with Keywordise AI, create an account and upload your CV. Your CV and cover letter are written for this job from what you have really done, then Keywordise applies for you. Trial: 7 days, no card.
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