Job Description
Company Highlights • 20+ years strong, this firm is a full-service, independent retirement consulting firm specializing in creative design and implementation of client-focused retirement benefits programs. • Unique to the industry, this team is comprised of fully credentialed, forward-thinking retirement specialists, actuaries, and ERISA attorneys that bring fresh perspectives and insights to the full process. • This form offers best-in-class service that is renowned for exceeding client expectations. Benefits and Features • Competitive Compensation • 401(k) Profit Sharing Plan • Medical / Dental Insurance • Section 125 (cafeteria) Plan • Actuarial Exam assistance • Flexible hybrid and remote work settings The Role You Will Play • The Defined Contribution Consultant will consult with clients and prospective clients (both as primary contact or escalated resource) regarding retirement plan issues and design alternatives. • This role is tasked with Plan Administration – with extensive knowledge and review of compliance testing (ADP/ACP) as well as 410(b), 401(a)(4), etc.), preparation of valuation reports, and identification of future design. • The Defined Contribution Consultant is responsible for valuation (both through investment platforms and brokerage accounts) as well as processing Government Forms (IRS Form 5500 and related schedules). • The Defined Contribution Consultant is entrusted to delegate and review work of Defined Contribution analysts/associates. Community Highlights • The Defined Contribution Consultant role is flexible working a hybrid schedule out of Connecticut, or U.S.-based fully remote working on ET hours. • This region is rich in culture, arts, dining, and entertainment plus offers a multitude of educational options. • Connecticut is a nature-lovers sanctuary with plenty to explore in picturesque parks and rivers. Background Profile • 7+ years of experience in consulting on qualified retirement plans • Expertise in DC plans • Strong analytical skills • Highly motivated with a hunger for innovation • Bachelor's Degree • QKA / QKC preferred Apply tot his job