Retirement Plan Consultant

Company: Sentry Insurance
Location: Stevens Point
Posted on: June 29, 2025

Job Description:

We are seeking a self-motivated professional and technical compliance expert to join our premier 401(k) benefits team. Our consultants work together with our sales and service teams and clients to provide guidance and assist in the interpretation, implementation, modification, design and drafting of qualified defined contribution plans. What You’ll Do You will act as a technical resource for 401(k) client and our 401(k) sales and service teams . Additionally, you’ll: Identify, research, and interpret federal legislation and regulations impacting 401(k) and other private sector defined contribution retirement plans. Provide suggestions, interpretations, clarifications, explanations, modifications, design and drafting of more complex 401(k) and other qualified retirement plans to 401(k) associates and external customers and review and analyze incoming new business/takeover plans for onboarding team . Provide updates regarding IRS/DOL regulatory guidance for internal and external Sentry associates as well as customer for legislative and regulatory provisions impacting 401(k) plans. Provide input and technical support and clarity for field and client communications or marketing materials as requested. Assist with the design and certain technical t raining for 401(k) associates and may provide technical training for field associates as requested. Coordinate and develop special projects as assigned and serve as a Project Manager for projects related to amendments and restatements and new products or services as assigned. Maintain the qualified status of Sentry’s pre-approved plan documents and related documents. Consult with operational teams regarding Form 5500 and related reports, tax withholding, and reporting responsibilities for distributions from qualified retirement plans. Review and suggest updates to administrative forms and procedures for compliance with legal and regulatory standards. Provide advanced testing and compliance services for 401(k) plans as requested. What it Takes Bachelor’s Degree or equivalent work experience in 401(k) administration and compliance of defined contribution plans 5 years of strong knowledge and familiarity with qualified retirement plans, funding vehicles, trust, and insurance contacts Some knowledge of NASD, SEC, and FINRA requirements as they affect qualified retirement plans ASPPA, QKA, or higher designation required Demonstrated analytical ability and process skills Exceptional written and verbal communication skills What You’ll Receive At Sentry, your total rewards go beyond competitive compensation. Below are some benefits and perks that you’ll receive. Sentry is happy to offer flexibility through a scheduled Hybrid work model. Monday and Friday work from home if you choose to, Tuesday through Thursday you’ll work in office. As a Sentry associate, you will have an in-office workspace and materials for your home office. In addition to the laptop, you will receive prior to your start, Sentry will provide equipment for your home office. Meal Subsidy available for associates who report to an office. 401(K) plan with a dollar for dollar match on your first eight percent , plus immediate vesting to help strengthen your financial future. Continue your education and career development through Sentry University (SentryU) and utilize our Tuition Reimbursement program Generous Paid-Time Off plan for you to enjoy time out of the office as well as Volunteer-Time off Group Medical, Dental, Vision, Life insurance, Parental leave, and our Health and Wellness benefits to encourage a healthy lifestyle. Well-being and Employee Assistance programs Sentry Foundation gift matching program to encourage charitable giving. About Sentry We take great pride in making Forbes’ list of America’s Best Midsize Employers. A lot of different factors go into that honor, many of which contribute to your job satisfaction. Our bright future is built on a long track record of success. We got our start in 1904 and have been helping businesses succeed and protect their futures ever since. Because of the trust placed in us, we’re one of the largest and financially strongest mutual insurance companies in the United States. We’re rated A by A.M. Best, the industry's leading rating authority. Our headquarters is in Stevens Point, Wisconsin, with offices located throughout the United States. From sales to claims, and information technology to marketing, we enjoy a rewarding and challenging work environment with opportunities for ongoing professional development and growth. Get ready to own your future at Sentry. Opportunities await! Casey Van Der Geest Casey.VanDerGeest@sentry.com Equal Employment Opportunity Sentry is an Equal Opportunity Employer. It is our policy that there be no discrimination in employment based on race, color, national origin, religion, sex, disability, age, marital status, or sexual orientation.

Keywords: Sentry Insurance, Waukesha , Retirement Plan Consultant, IT / Software / Systems , Stevens Point, Wisconsin