Job Description
Company Highlights • A full-service, independent retirement consulting firm with more than 20 years 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. • Offering best-in-class service to their clients that is renowned for exceeding their expectations. Benefits and Features • Competitive Compensation • 401(k) Profit Sharing Plan • Medical / Dental Insurance • Section 125 (cafeteria) Plan • Exam assistance 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 focuses on 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 and/or associates. Community Highlights • The Defined Contribution Consultant can work a hybrid schedule either based out of Connecticut or US Based remote working on the Eastern Time Zone. • 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 defined contribution work, consulting on qualified retirement plans • Expertise in DC plans • Demonstrated long-term commitment with employers and progressive growth within the company • Strong analytical skills paired with experience in FT Williams and ASC • Highly motivated with a hunger for innovation • Bachelor’s Degree • Actuarial path is a bonus, not required Apply tot his job