Blue Ridge Associates
Retirement Plan Administration Consultant
Blue Ridge Associates, Minneapolis, Minnesota, United States, 55400
Retirement Plan Administration Consultant
Maple Grove, MN
Job Type: Full-time
Description Use your retirement plan knowledge to help employees across the country build financial independence.
At Blue Ridge Associates, we don’t just administer retirement plans — we help people build lasting financial security. Through Employee Stock Ownership Plans (ESOPs) and 401(k) services, we empower employees across the country to take ownership of their financial futures. We’re proud to be one of the top ESOP administration firms in the nation, serving a diverse range of companies that believe in sharing success with their people.
Whether remote or based in one of our seven offices across the country, our team members work together with a shared mission: to make it easy for plan sponsors and professionals to provide wealth-building benefits to business owners and their employees.
Responsibilities
Managing a portfolio of 401(k) client relationships as the primary point of contact
Performing annual compliance testing (coverage, nondiscrimination, top-heavy, etc.)
Calculating employer contributions and reconciling trust accounts
Preparing and filing annual government forms and participant statements
Completing or reviewing plan transactions such as loans, distributions, RMDs, and QDROs
Interpreting plan document provisions and recommending improvements
Collaborating with clients, advisors, auditors, and other service providers
Staying current on retirement plan regulations through continuing education and research
Participating in internal process improvement initiatives and team projects
Requirements
2+ years of direct 401(k) plan administration experience, including compliance testing
Bachelor’s degree preferred (ideally in Accounting, Finance, Math, Economics, or Statistics)
Highly preferred if a candidate can speak Mandarin, Cantonese, or Spanish to better serve our clients
Strong analytical and organizational skills, with an aptitude for math and accounting
Advanced Excel proficiency and working knowledge of Microsoft Word
Excellent communication, time management, and client service skills
Ability to manage multiple priorities independently and meet deadlines
Enthusiasm for professional development and continuous learning
Currently pursuing or holding QKA, QPA, AKS, or APA certification is highly desirable
Benefits
Remote-first work culture with in-office options (VA, MD, OH, IL, CA, MN)
Competitive salary & comprehensive benefits (medical, dental, vision, life, disability)
401(k) with company match + HSA with company contribution
Generous PTO for parental leave, vacation, and holiday time
Support for certifications, association dues, and professional development
A collaborative and inclusive company culture: happy hours, social events, employee-led committees, and volunteer opportunities
Values
Precision – Accurate records, timely and error-free service
Efficacy – Ensuring compliance and guiding clients toward retirement readiness
Advocacy – Supporting regulatory changes that benefit employers and employees
Collaboration – Trusted partners to clients, advisors, and teammates
Excellence – Proactive, personalized, high-touch service in all we do
Equal Opportunity Employer
Must be authorized to work in the US.
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Job Type: Full-time
Description Use your retirement plan knowledge to help employees across the country build financial independence.
At Blue Ridge Associates, we don’t just administer retirement plans — we help people build lasting financial security. Through Employee Stock Ownership Plans (ESOPs) and 401(k) services, we empower employees across the country to take ownership of their financial futures. We’re proud to be one of the top ESOP administration firms in the nation, serving a diverse range of companies that believe in sharing success with their people.
Whether remote or based in one of our seven offices across the country, our team members work together with a shared mission: to make it easy for plan sponsors and professionals to provide wealth-building benefits to business owners and their employees.
Responsibilities
Managing a portfolio of 401(k) client relationships as the primary point of contact
Performing annual compliance testing (coverage, nondiscrimination, top-heavy, etc.)
Calculating employer contributions and reconciling trust accounts
Preparing and filing annual government forms and participant statements
Completing or reviewing plan transactions such as loans, distributions, RMDs, and QDROs
Interpreting plan document provisions and recommending improvements
Collaborating with clients, advisors, auditors, and other service providers
Staying current on retirement plan regulations through continuing education and research
Participating in internal process improvement initiatives and team projects
Requirements
2+ years of direct 401(k) plan administration experience, including compliance testing
Bachelor’s degree preferred (ideally in Accounting, Finance, Math, Economics, or Statistics)
Highly preferred if a candidate can speak Mandarin, Cantonese, or Spanish to better serve our clients
Strong analytical and organizational skills, with an aptitude for math and accounting
Advanced Excel proficiency and working knowledge of Microsoft Word
Excellent communication, time management, and client service skills
Ability to manage multiple priorities independently and meet deadlines
Enthusiasm for professional development and continuous learning
Currently pursuing or holding QKA, QPA, AKS, or APA certification is highly desirable
Benefits
Remote-first work culture with in-office options (VA, MD, OH, IL, CA, MN)
Competitive salary & comprehensive benefits (medical, dental, vision, life, disability)
401(k) with company match + HSA with company contribution
Generous PTO for parental leave, vacation, and holiday time
Support for certifications, association dues, and professional development
A collaborative and inclusive company culture: happy hours, social events, employee-led committees, and volunteer opportunities
Values
Precision – Accurate records, timely and error-free service
Efficacy – Ensuring compliance and guiding clients toward retirement readiness
Advocacy – Supporting regulatory changes that benefit employers and employees
Collaboration – Trusted partners to clients, advisors, and teammates
Excellence – Proactive, personalized, high-touch service in all we do
Equal Opportunity Employer
Must be authorized to work in the US.
#J-18808-Ljbffr