Retirement Plan Consultant (TFG)

Who we are

The company is tech -enabled retirement services platform serving small- to mid-sized businesses with integrated retirement third party administration, recordkeeping, payroll, and HR solutions. Recognized as one of Inc. 5000’s Fastest Growing Private Companies in America and certified as a Great Place to Work, the company offers a suite of services that prioritizes accuracy, compliance, and reduction of regulatory risk for its clients, delivered by local client success teams that understand the nuances of the markets they serve.   The company combines a relentless passion for service and innovation with the experience and expertise required to make retirement work for everyone. For more information, please visit:  [link for members] .

About The Finway Group, (TFG)

The Finway Group is a national retirement plan services firm based in Des Moines, Iowa, with a presence across 43 states, serving as the Pooled Plan Provider (PPP), Third-Party Administrator (TPA), and 3(16) Named Fiduciary for all plans it administers. Finway offers a comprehensive suite of single-employer and Pooled Employer Plan (PEP) retirement solutions, providing employers flexible, turnkey retirement plan options. With approximately 50 team members and a 96%+ client retention rate, Finway has built a reputation for high-touch, results-driven retirement plan management. TFG is an operating partner of the company, a leading tech-enabled financial services retirement platform backed by Shore Capital Partners (SCP).

Position Summary

The Finway Group, the company partner, is seeking  a Retirement Plan Consultant is responsible for managing all aspects of ERISA compliance for qualified retirement plans, with a primary focus on Form 5500 filings, annual testing, and regulatory reporting. This role ensures compliance with Department of Labor (DOL) and Internal Revenue Service (IRS) requirements and supports clients and internal teams with complex plan administration needs.

PLEASE NOTE: This is a fully remote position and can be performed from anywhere within the United States. We are committed to supporting a flexible work environment and welcome candidates from all U.S. time zones.

Key Responsibilities

• Prepare, review, and file annual Form 5500 returns and all related schedules.

• Conduct annual nondiscrimination testing (ADP/ACP, top-heavy, coverage, etc.).

• Interpret and apply ERISA, IRS, and DOL regulations to retirement plans.

• Coordinate with plan sponsors, auditors, and consultants to resolve compliance issues.

• Consult on plan designs.

• Maintain accurate records of filings and compliance testing results.

• Stay current with regulatory updates and communicate changes to the team.

• Other duties as assigned.

Minimum Requirements

• 3-7 years of experience in ERISA compliance, Non-Discrimination Testing, and Form 5500 preparation required.

• Experience with FT William software in both compliance and 5500 modules required.

• Experience with PensionPro or other pension related platforms.

• In-depth understanding of IRS and DOL regulations related to qualified plans.

• Strong analytical, organizational, and Excel skills.

• Exceptional customer service skills, both verbal and written

• Proficient in all Microsoft Office applications such as: Word and Excel

• Strong attention to detail, file compliance, and accuracy

• ASPPA or CEBS designation (QKA, QPA, or CPC) strongly desirable

Pay Transparency Statement

The anticipated pay range for this position is $60,000-$65,000 annually.

At the company, our salary ranges reflect the minimum and maximum base pay for the posted position applicable to all locations across the US. Within the posted salary range, individual pay is determined by the geographic location, job related skills, experience, education, and certifications. Our total compensation package includes base pay plus a comprehensive benefits program.

Our Value-Driven Employee Experience

• Flexible Workplace – Hybrid and remote options available for many roles.

• Flexible PTO – Competitive paid time off, including flexible & unlimited options.

• Inclusive Environment – A culture that values diversity, collaboration, and respect.

• Growth Opportunities – Support for ongoing learning and career development.

• Comprehensive Benefits – Health, dental, vision, life, and disability coverage.

• Workplace Perks – Incentive bonus programs, flexible hours, & more.

**Specific benefits and programs may vary by partner and position.