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Consultant, Retirement Plan Consulting

Forvis Mazars, LLP
401(k), retirement plan
United States, Missouri, Kansas City
1201 Walnut Street (Show on map)
Dec 04, 2025


General information
Name
Consultant, Retirement Plan Consulting
Posting Title
Consultant, Retirement Plan Consulting
Ref #
2236135
Date Published
Thursday, December 4, 2025
City
Little Rock
State
Arkansas
Country
United States
Job Category
Wealth Advisory
Advertised Location
US-AR-Little Rock, US-MO-Kansas City
Working time
Full Time

Description & Requirements
The Retirement Plan Consulting team guides organizations through the complexities of designing and managing corporate retirement plans. We offer end-to-end services-including plan design, compliance, and investment consulting-tailored to each client's needs. By leveraging deep expertise, we help attract and retain talent while supporting fiduciary and ERISA responsibilities.
What You Will Do:
  • Review Plan census information to determine eligibility and calculate vesting
  • Review Plan Document provisions to determine Plan is operating accordingly
  • Analyze annual compliance exams for non-discrimination, coverage and other issues
  • Assist with the review and processing of participant distribution and loan requests
  • Prepare various governmental filings and notices to Plan Sponsors and participants
Minimum Qualifications:
  • Bachelor's Degree
  • Good verbal and written communication skills
Preferred Qualifications:
  • Degree in Accounting, Finance, or related field
  • 1+ years of relevant professional experience in retirement plan administration or accounting
  • Current and valid professional business credential(s), including but not limited to: QKA (Qualified 401(k) Administrator), QPA (Qualified Pension Administrator), CPC (Certified Pension Consultant) or CPA (Certified Public Accountant)
  • Proficient in Microsoft Office Suite
#LI-LRA, #LI-KCMO
#LI-AF1

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