Job Description

Retirement Projects Consultant

Location: San Rafael, CA

Schedule: Hybrid (3 days in-office, 2 days remote)

Compensation: $156,000–$190,000 DOE

Role Overview

The Retirement Projects Consultant will lead and support enterprise-wide retirement and benefits initiatives, including plan consolidations, vendor transitions, and compliance efforts across multiple entities and employee groups. This role is ideal for a seasoned benefits professional with strong project management skills and deep knowledge of retirement plan administration.

Key Responsibilities

• Lead retirement plan consolidations, vendor transitions, and implementation projects from planning to execution.
• Partner with internal teams, brokers, and vendors to ensure alignment with compliance and operational goals.
• Provide subject matter expertise on defined contribution and defined benefit plans.
• Manage plan amendments, restatements, and regulatory filings (ERISA, IRS, DOL).
• Analyze plan data and vendor performance to identify improvements and support decision-making.
• Coordinate with payroll, HRIS, and finance to ensure accurate processing of deductions, remittances, and reconciliations.
• Support Retirement Plan Committee (RPC) activities, including meeting prep and follow-ups.
• Contribute to benefits-related projects such as system integrations, process redesigns, and communication rollouts.
• Maintain awareness of plan design elements and eligibility requirements.
• Assist with ad hoc benefits initiatives and transition planning.

Education & Certifications

• Bachelor’s degree in Human Resources or related field required
• CEBS, QPA, or similar certifications preferred

Experience

• 5+ years in retirement plan administration
• 5+ years in full-cycle benefits management
• 3+ years working with retirement recordkeeping platforms (e.g., Fidelity, Voya, Principal, T. Rowe Price)
• Proven project management experience

Skills & Knowledge

• Deep understanding of defined contribution and defined benefit plans
• Strong grasp of ERISA, IRS, DOL regulations
• Excellent analytical, documentation, and communication skills
• Proficiency in Microsoft Office (Excel, Word, PowerPoint, Outlook); advanced Excel preferred
• Familiarity with HRIS and vendor reporting tools
• Ability to manage confidential information with discretion

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