W963
Located in San Rafael, CA
Pay: $75.00 - $90.00 per hour
Job Full Description
Job Title: Retirement Projects Consultant
Schedule: Monday - Friday, 8:00am-5:00pm
Pay Range: $75.00 - $90.00 per hour
Description/Requirements: We’re looking for a highly skilled and motivated Retirement Projects Consultant to drive enterprise-wide retirement and benefits projects that improve the employee experience, streamline processes, and ensure compliance across multiple entities and employee groups. If you’re passionate about complex project management, benefits program optimization, and cross-functional collaboration—this is your chance to make a meaningful impact.
Your Role: Plan, Execute, Deliver
Bringing precision, compliance, and innovation to employee benefits.
- Project Leadership – Lead planning, timelines, and execution for retirement plan consolidations, vendor transitions, integrations, and compliance initiatives—ensuring every milestone is met with accuracy and impact.
- Strategic Execution – Partner with internal teams, brokers, and vendors to manage plan amendments, restatements, compliance deliverables, and participant communications while aligning operational processes with project outcomes.
- Compliance Expertise – Monitor and report on ERISA, IRS, DOL, and other applicable regulations, ensuring all retirement and benefits projects meet strict legal requirements.
- Data-Driven Insights – Research and analyze plan designs, vendor performance, and participant data to support decision-making and identify opportunities for improvement.
- Cross-Functional Collaboration – Work closely with Payroll, HRIS, Finance, and service providers to coordinate transactions, deductions, remittances, and reconciliations, maintaining seamless communication and documentation.
- Committee & Communication Support – Assist with Retirement Plan Committee meetings, preparing materials, documenting follow-ups, and supporting strategic benefit program discussions.
What You Bring to the Team
A blend of benefits expertise, project leadership, and analytical precision.
- Education & Certifications – Bachelor’s degree in Human Resources or equivalent relevant experience; CEBS, QPA, or similar professional certifications preferred.
- Experience –
- 5+ years in retirement plan administration (defined benefit & defined contribution).
- 5+ years in full-cycle benefits administration.
- 3+ years working with retirement recordkeeping platforms such as Fidelity, Voya, Principal, or T. Rowe Price.
- Proven project management experience.
- Skills & Knowledge –
- Deep understanding of retirement plan mechanics and benefits programs.
- Strong grasp of ERISA and related regulations.
- Advanced analytical, documentation, and process management skills.
- Proficiency in Microsoft Office; advanced Excel and presentation skills preferred.
- Ability to manage sensitive information with confidentiality and discretion.
Screening Requirements -
- Background Check
- Must be fully vaccinated against COVID-19, except as prohibited by law
Call our office 415-472-5400
Visit our office 38 Mitchell Blvd, San Rafael, CA, 94903
Send your resume to Jobs.SanRafaelCA@ExpressPros.com
San Rafael, CA
3162
38 Mitchell Boulevard
San Rafael, CA 94903
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