Defined Contribution Plan Consultant

Job Description

In this role, you will leverage your expertise to conduct annual administration and compliance testing for your assigned caseload, while also delivering valuable insights to clients. Success in this position requires strong analytical abilities, clear and effective communication skills, and the capacity to manage multiple client relationships – all while consistently meeting administrative deadlines.

You’ll enjoy the flexibility and autonomy to manage your workload in a way that aligns with your work style, while still delivering exceptional results. With the option to work remotely, this role supports a healthy work-life balance, and you’ll be part of a collaborative team that values shared knowledge and mutual support.

Earnings

$65,000 - $95,000 salary

Duties

• A-Z retirement plan administration.
• Consulting with clients to achieve their desired retirement plan goals.
• Census scrubbing and eligibility determination.
• Compliance Testing: HCE/ Key determination, Top Heavy, ADP/ACP, 410(b), 401(a)(4), and 415.
• Calculation of pro-rata, integrated, and tiered contribution allocations.
• Self-Employment Income calculations.
• Reconciliation of plan trust assets.
• Completion of annual valuation reports.
• Preparation of required government filings, including Form 5500 series.

Requirements

• 5+ Years of industry experience is preferred.
• Defined Benefit experience is a plus.
• Excellent client service and communication skills.
• Strong organizational skills and attention to detail.
• Software skills: Excel, Word, Outlook, Adobe.
• Knowledge of FT William and/or Pension Pro is a plus.

Advancement Opportunities

• Senior Plan Consultant
• Lead Administrator Trainer
• Technology Lead
• Plan Consultant Manager