Retirement Plan Consultant

Sentry Insurance is seeking a Retirement Plan Consultant to advise employer clients on retirement plan strategy within our Finance & Insurance portfolio. In this role, you'll guide plan sponsors on plan design, fiduciary best practices, and compliance while focusing on participant retirement readiness. You'll analyze plan performance and fees, prepare recommendations, and lead plan reviews and implementations. Partnering closely with internal underwriting, service, and compliance teams, you'll deliver high-touch, consultative service that reflects Sentry's integrity, customer focus, and long-term relationship values.

Responsibilities

• Consult with employer clients on qualified retirement plan design, features, and fiduciary best practices
• Analyze plan performance, fees, and participation metrics; provide recommendations to improve outcomes
• Ensure plans align with ERISA, IRS, and DOL regulations in partnership with internal compliance teams
• Lead plan onboarding, conversions, and annual reviews with sponsors and key stakeholders
• Deliver participant education sessions and support enrollment and retirement readiness initiatives
• Prepare clear reports, proposals, and presentations for clients and internal leadership
• Coordinate with internal underwriting, service, and investment teams to resolve client issues
• Maintain up-to-date knowledge of retirement legislation, market trends, and competitive offerings

Required Skills

• Retirement plan design401(k) and 403(b) administration
• ERISA and DOL compliance
• Fiduciary standards knowledge
• Financial analysis and benchmarking
• Client relationship management
• Plan vendor and recordkeeper coordination
• Plan implementation and conversions
• Participant education and enrollment meetings
• Data analysis and reporting