Retirement Plan Consultant

Overview

Retirement Plan Consultant role at Shepherd Financial, LLC (Shepherd Plan Partners). Shepherd Financial is an independent firm focused on retirement plan consulting and wealth management. Shepherd Plan Partners is a third-party administrator (TPA) aiding in the design, implementation, and ongoing administration of employer-sponsored retirement plans. Our team emphasizes accuracy, responsiveness, and strategic guidance to help employers manage plan complexity and deliver high-quality retirement benefits.

We are committed to integrity, service, empathy, innovation, quality, and growth as core values that guide our work with clients and team members.

Position Description

The Retirement Plan Consultant helps promote organizational growth through delivering exceptional, timely support to clients. The role requires the ability to work independently with a strong work ethic, self-motivation, enthusiasm, professionalism, and integrity. You will need strong organizational skills to produce work quickly and accurately while maintaining attention to detail and excellence.

Core Responsibilities

Client Support

• Act as the single point of contact for employers, plan sponsors, and financial professionals for their accounts
• Provide superior client service with timely problem solving and issue resolution
• Coordinate with internal and external parties to ensure an accurate conversion process for new clients
• Serve as a resource to plan sponsors and financial professionals for ERISA compliance, plan design, and governmental reporting
• Use knowledge of plan design to assist with plan operations and document updates
• Provide effective verbal and written communications in a clear, concise, and informative manner
• Assist clients with initial and ongoing plan design and document support, including IRS and DOL deadlines for qualified retirement plans
• Assist clients with service and IRS plan terminations
• Conduct valuation reports and annual testing (e.g., ADP / ACP, Top Heavy, 410(b), 415, 401(a)(4), Deductibility, 402(g))
• Review or prepare Form 5500 and coordinate with the plan sponsor for timely filing
• Assist IRS and DOL auditors if the plan is subject to an audit
• Review distribution paperwork and coordinate processing of distributions with asset holders
• Review loan paperwork and coordinate processing of loans with asset holders

Internal Shepherd Plan Partners Support

Position Expectations

Compensation & Benefits

J-18808-Ljbffr