Retirement Plan Consultant

League City, TX, US, 77573




Job Posting

We are seeking an experienced, Plan Consultant to join our team. In this position you will be responsible for providing qualified plan administration to fee for service clients; and directing the workload and training individuals who are providing administrative service. This position is available onsite at our League City, TX (SSH) location. 

What You'll Do: 

  • Responsible for completing the annual valuation, which includes determining eligibility, reconciliation of salary-deferral contributions, calculation/allocations of employer contributions/forfeitures, and performing nondiscrimination testing
  • Responsible for completing annual government filing accurately and timely
  • Responsible for communication with agents and plan sponsors regarding the administration of the plan, which includes explaining plan document provisions (eligibility and employer contribution calculations), nondiscrimination testing results, website access, and contract fees
  • Responsible for maintaining current knowledge of pension administration software, which includes following department procedures
  • Responsible for supervising team’s workload to ensure all work is requested from plan sponsor and completed in a timely manner
  • Responsible for training staff in all phases of plan administration and regulatory compliance
  • Responsible for maintaining current, up-to-date knowledge on legislative and regulatory changes, and conducting periodic review sessions to update staff on such changes
  • Responsible for researching legal and technical questions from the staff, the marketing area, agents, and clients as they relate to the ongoing administration of plans
  • Responsible for formulating and implementing the procedures in plan administration as changes warrant


What You'll Need: 

  • High school diploma.
  • Eight to ten years of experience with qualified retirement plans (defined benefit and defined contribution).
  • American Society of Pension, Professionals, and Actuaries (ASPPA) designation (QKA, QPA, CPC, APA)
  • Additional Qualifications:
    • Must have excellent verbal and written communication skills.
    • Sound mathematical background and computer skills. 
    • Must be analytical, organized, self-motivated and have the ability to multitask and work in a team-oriented environment


What You'll Have: 

  • Bachelor’s degree
  • Ability to effectively lead, mentor and coach team members as needed




American National offers eligible employees and their families medical, dental, vision, and basic life insurance. Employees are able to enroll in our company’s 401k plan. Employees also receive annually a bank of paid time off and paid holidays.   We aspire to see people for what they bring to our corporate culture by supporting an inclusive work environment, including an emphasis on a healthy work-life balance, development opportunities, and a casual dress code.


American National is an established, stable, and successful multi-line insurance corporation that has provided financial strength and a sense of security to employees, customers and business partners since 1905.  With focus on our organization’s values and cultural richness: Financial Strength, Integrity, Respect, Service and Teamwork (FIRST) and Agility, Collaboration, and Engagement (ACE) we continue to pursue our vision to be a leading provider of financial products and services for current and future generations.


Hiring Practices

The preceding job posting was designed to indicate the general nature and level of work performed by employees assigned to this position. It is not intended to be interpreted as a comprehensive list of all duties, responsibilities, and qualifications.  We are dedicated to building a diverse, inclusive, and authentic workplace, so if you’re excited about this role, but your past experience doesn’t align perfectly with the job qualifications, we still encourage you to apply. You may be just the right candidate for this position or other opportunities at American National.


American National’s recruitment policies help us place individuals in a timely and efficient manner. Only the most qualified candidates will be contacted by our recruiting team. Candidates may check the status of their application(s) by logging into our Career Portal.  Learn more about our company, by following us on social media: LinkedInFacebookInstagram


American National is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, disability, age, sexual orientation, gender identity, national origin, veteran status, genetic information or any other legally protected categories. American National is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities.


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“If you believe you can make a difference in the lives of our clients, if you’re willing to work hard, if you want a fulfilling career, and if your values match ours, then I want you to work for American National. ” – James Pozzi, Former President and CEO.




Nearest Major Market: Galveston
Nearest Secondary Market: Houston

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