Blue Ridge Associates
Retirement Plan Administration Consultant
Blue Ridge Associates, Minneapolis, Minnesota, United States, 55400
All Jobs > Retirement Plan Administration Consultant
Minneapolis, MN
Full-time
Maple Grove, MN • 401(k) and Pension
Where Technical Expertise Meets Purpose-Driven Impact
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.
That’s Where You Come in as a Retirement Plan Administration Consultant
As a Retirement Plan Administration Consultant, you’ll be a key contact for clients navigating the complex world of 401(k) and other qualified retirement plans. You will manage a full portfolio of client relationships, serve as a trusted advisor, and ensure compliance, accuracy, and exceptional service every step of the way.
Your Responsibilities Include:
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
What We’re Looking for in a Retirement Plan Administration Consultant
We’re seeking professionals who bring technical knowledge, strong client service skills, and a commitment to continuous learning. You take pride in the details because you know your work has a lasting impact on people’s financial well-being.
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
Why You’ll Love Working Here as a Retirement Plan Administration Consultant
You’ll join a company that values hard work, supports each other, and believes in doing work that matters.
We offer:
Remote-first work culture with in-office options (VA, MD, OH, IL, CA, MN)
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 developmentA collaborative and inclusive company culture: happy hours, social events, employee-led committees, and volunteer opportunities
Join Us as We Build Wealth for Generations
Everything we do is driven by our vision. We see a future where more people achieve financial independence, enjoy meaningful retirement, and leave a legacy.
We live by our values every day:
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
Apply now and make a career out of making a difference!
Equal Opportunity Employer
Must be authorized to work in the US.
#J-18808-Ljbffr
Minneapolis, MN
Full-time
Maple Grove, MN • 401(k) and Pension
Where Technical Expertise Meets Purpose-Driven Impact
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.
That’s Where You Come in as a Retirement Plan Administration Consultant
As a Retirement Plan Administration Consultant, you’ll be a key contact for clients navigating the complex world of 401(k) and other qualified retirement plans. You will manage a full portfolio of client relationships, serve as a trusted advisor, and ensure compliance, accuracy, and exceptional service every step of the way.
Your Responsibilities Include:
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
What We’re Looking for in a Retirement Plan Administration Consultant
We’re seeking professionals who bring technical knowledge, strong client service skills, and a commitment to continuous learning. You take pride in the details because you know your work has a lasting impact on people’s financial well-being.
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
Why You’ll Love Working Here as a Retirement Plan Administration Consultant
You’ll join a company that values hard work, supports each other, and believes in doing work that matters.
We offer:
Remote-first work culture with in-office options (VA, MD, OH, IL, CA, MN)
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 developmentA collaborative and inclusive company culture: happy hours, social events, employee-led committees, and volunteer opportunities
Join Us as We Build Wealth for Generations
Everything we do is driven by our vision. We see a future where more people achieve financial independence, enjoy meaningful retirement, and leave a legacy.
We live by our values every day:
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
Apply now and make a career out of making a difference!
Equal Opportunity Employer
Must be authorized to work in the US.
#J-18808-Ljbffr