Retirement Plan Specialist/Pension Consultant

About Wall Street Alliance GroupWall Street Alliance Group is a fee-only wealth management firm serving high-net-worth individuals, business owners, and retirement plan sponsors. With over $1.3B in assets under management and a growing client base, we deliver comprehensive financial planning, investment management, and specialized ERISA retirement plan support.We are seeking an experienced Pension Consultant / QKA to strengthen our retirement plan and ERISA service platform as we continue to scale.Role OverviewThe Pension Consultant / QKA will be responsible for providing high-quality retirement plan administration support and ERISA coordination for corporate retirement plan clients. This role is critical in ensuring accurate plan operations, compliance, contribution reconciliation, and strong client service.The ideal candidate has deep experience in qualified plan administration and thrives in a detail-oriented, client-facing, fiduciary environment.Key ResponsibilitiesERISA Plan Administration & ConsultingSupport administration of qualified retirement plans (401(k), profit sharing, cash balance where applicable)Coordinate plan compliance processes including nondiscrimination testing and annual reportingAssist plan sponsors with operational questions and ERISA best practicesContribution & Deferral ReconciliationOversee payroll contribution tracking and deferral reconciliationCoordinate with recordkeepers and payroll providers to resolve discrepanciesEnsure timely and accurate deposit monitoringCompliance & ReportingSupport preparation and review of Form 5500 filings and related schedulesMaintain audit-ready documentation for plan operationsEnsure adherence to DOL and IRS requirements for qualified plansClient & Advisor SupportServe as primary retirement plan operations contact for plan sponsorsSupport advisors in integrating retirement plans into broader financial planningParticipate in client meetings as the ERISA subject matter expertVendor & Recordkeeper CoordinationLiaise with third-party administrators, custodians, and recordkeepersSupport plan conversions, onboarding, and provider transitionsMonitor service standards and issue resolutionQualificationsRequiredQKA designation (Qualified 401(k) Administrator) or strong path toward completionGood Understanding of Defined Benefit Plan3–7+ years of experience in retirement plan administration or ERISA consultingStrong knowledge of qualified plan compliance and operationsExperience with contribution reconciliation and payroll coordinationDetail-oriented mindset and strong process disciplinePreferredExperience with Form 5500 preparation and plan testingFamiliarity with recordkeeping platforms (Empower, Fidelity, Vanguard, Principal, etc.)Background working with RIAs, retirement consulting firms, or TPAsQKA or other advanced credentials a plusExperience with working with Financial Advisor to reconcile data from pooled accountExperience with platform such as NFS, Schwab to pull 401k dataCompensation Total Compensation: $110,000 – $140,000Compensation will depend on experience, credentials, and leadership potential.Why Join Wall Street Alliance GroupGrowing boutique wealth management firm with institutional-quality standardsRetirement plan services are a strategic growth pillarCollaborative, high-performance environmentOpportunity to expand ERISA platform and take ownership of key client relationshipsLong-term career growth potential within the firm