Retirement Projects Consultant

position at The Pasha Group

Job Summary
The Retirement Projects Consultant is responsible for leading and supporting enterprise-wide retirement and benefits related projects including plan consolidations, integrations, and compliance initiatives across multiple entities and employee groups.
Primary Objectives

• Drive execution of retirement plan consolidations, vendor transitions, and related implementation projects.
• Collaborate with cross-functional internal and external teams to align project plans with compliance and operational requirements.
• Provide subject matter expertise on retirement and benefits programs during project planning and execution.
• Support departmental initiatives that enhance the employee experience and streamline benefits administration.

Duties and Responsibilities

• Lead project planning, timeline development, and execution for retirement plan consolidations, new plan implementations, and related initiatives.
• Coordinate with brokers, vendors, and internal teams to manage plan amendments, restatements, and compliance deliverables.
• Research and analyze plan designs, vendor contracts, and materials.
• Support benefits-related projects, including product implementations, process redesigns, system integrations, and communication rollouts.
• Facilitate meetings, document decisions, and track progress against milestones.
• Prepare and review project documentation, including compliance filings, plan summaries, and participant communications.
• Analyze plan data and vendor performance to support decision-making and identify improvement opportunities.
• Collaborate with payroll, HRIS, and finance teams to align operational processes with project outcomes.
• Support coordination and integration between service providers and payroll for processing of transactions, including timely, accurate communication and documentation practices relating to deductions, plan remittances, and reconciliations.
• Assist with Retirement Plan Committee (RPC) coordination, including meeting materials and follow-up actions.
• Monitor and report on regulatory requirements including but not limited to ERISA, IRS, and DOL relevant to project scope.
• Develop and maintain awareness of plan design elements, requirements, and considerations relating to eligibility and enrollment, including interaction with other programs.
• Support the Benefits team with ad hoc initiatives and transition planning as needed.
• Other duties as assigned.

QUALIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
education

• Bachelor’s degree in Human Resources or equivalent combination of relevant, college-level coursework and applied experience required

Licenses and Certifications

• Certified Employee Benefits Specialist (CEBS), Qualified Pension Administrator (QPA), or similar professional certifications preferred

Work Experience

• 5+ years’ directly-related retirement plan administration experience required
• 5+ years’ directly-related full-cycle benefits experience required
• 3+ years’ experience with retirement recordkeeping platforms such as Fidelity Investments, Voya Financial, Principal Financial Group, T. Rowe Price or similar platforms required
• Project management experience required

Required Knowledge, Skills and Abilities

• In-depth understanding of features and mechanics of a broad variety of defined contribution and defined benefit retirement programs.
• Proven ability to manage complex projects with multiple stakeholders and competing priorities.
• Solid understanding of ERISA and all applicable requirements, regulations, and federal and state laws relating to retirement plans.
• Knowledge and understanding of features, processes, and regulations related to employee benefit programs.
• Strong analytical skills and attention to detail with the ability to interpret and explain complex plan documents and regulations.
• Excellent process and documentation management skills.
• Excellent verbal and written communication skills.
• Ability to properly handle confidential and sensitive information and materials, detailed understanding of applicable privacy and information security regulations.
• Excellent research, project planning, and time management skills.
• Familiarity with HRIS and vendor systems and reporting tools.
• Demonstrated intermediate level proficiency with Microsoft Office products including Excel, Word, PowerPoint, and Outlook.

Preferred Knowledge, Skills and Abilities

• Advanced Excel, presentation, and analytical skills preferred.

Competencies

• Builds High-Performing Teams Selects, organizes, and motivates colleagues to work together in a committed way to achieve a common mission and ensures a pipeline of talent for the future.
• Delivers Results Rigorously drives self and others to achieve high levels of individual and organization performance.
• Engages & Inspires Others Leads with energy, self-confidence and understanding in ways that motivate colleagues to achieve more than they thought possible.
• Focuses on the Customer & Market Continuously evaluates what is important to the customer/client and develops products or solutions that exceed expectations.
• Makes Sound Business Decisions Makes timely and well-informed decisions that advance critical priorities, capitalize on new opportunities, and resolve problems.
• Partners Across Boundaries Works collaboratively and effectively with colleagues throughout the company toward the common good of The Pasha Group.
• Practices our Values Supports and models The Pasha Way; conduct reflects Excellence, Honesty, Integrity, Innovation and Teamwork.

PHYSICAL DEMANDS, WORK ENVIRONMENT, AND TRAVEL
Physical Demands
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Hear and speak with sufficient clarity to understand and engage in telephonic information exchange; hear and understand verbal instructions; give and receive information verbally in person or via communication device – Often
• Walk/travel within office environment, crouch/bend to access floor-level storage – Often
• Use hands/fingers to operate office equipment, type/complete data input, write – Often
• Reach with hands, arms; lift, move and manipulate objects weighing up to 20 pounds – Occasionally
• Sight sufficient to read instructions, documents, and screen-based information – Often
• Use hands/fingers to manipulate and file documents, folders, small objects – Regularly

Working Environment
This role requires work that may involve the following environmental conditions:

• Corporate office environment

Travel
10% Must be able to travel independently to U.S. locations including Hawaii.
Screening Requirements
Background Checks
Must be fully vaccinated against COVID-19, except as prohibited by law.
The information included in this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive or exhaustive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.
The salary range listed is based on the geographic zone associated with this role: San Rafael, CA. If you are applying to work from a different location, the salary range may vary to align with the cost of labor and market conditions in that area. For applicants from other zones, we encourage you to reach out to us to confirm the relevant salary range for your specific location. Starting pay will be determined by job-related factors including experience, education, and business needs and may be modified at any time.
Zone 1: $75.00 – $90.00