DEFINED CONTRIBUTION CONSULTANT

Summary

Job TitleThe 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 HighlightsThe 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 Profile7+ years of experience in consulting on qualified retirement plansExpertise in DC plansStrong analytical skillsHighly motivated with a hunger for innovationBachelor's DegreeQKA / QKC preferred

Job Description

Job TitleThe 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 HighlightsThe 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 Profile7+ years of experience in consulting on qualified retirement plansExpertise in DC plansStrong analytical skillsHighly motivated with a hunger for innovationBachelor's DegreeQKA / QKC preferred