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401k / Defined Contribution Consultant

Consulting Actuaries Incorporated

in Telecommute / Fairfield NJ

401k / Defined Contribution Consultant

Pension Consulting Firm in Fairfield, New Jersey looking for 401k / Defined Contribution Consultant with 3+ years’ work experience designing and administering smaller plans (mostly under 100 participants.)

Essential Duties and Primary Responsibilities:

  • Strong attention to detail and the ability to prioritize, manage tasks in connection with business operations, including related ERISA compliance matters.
  • Complete IRS Form 5500 along with appropriate attachments and deliver it in an appropriate timeframe to the client.
  • Provide effective and timely verbal and written communications in a clear and concise manner.
  • Responsible for reviewing valuation reports, participant statements, distribution calculations and preparing Annual Safe Harbor Notices.
  • Responsible for protecting, securing, and proper handling of all confidential data and ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information.
  • Provide consulting and technical assistance to plan sponsors, financial advisors, CPA’s and any other tax and legal advisors. 
  • Ability to research and analyze regulations under ERISA, IRC, DOL, and any other applicable regulations.
  • Analyze annual client data, reconcile plan assets, calculate plan costs and nondiscrimination testing.
  • Ability to understand all provisions in plan documents.
  • Assist plan sponsor with benefit distributions and processing participant loans.
  • Positive attitude!

We offer flex-time, a generous benefits package, pleasant working environment and opportunities for advancement. Currently remote work arrangements will be available until COVID restrictions are lifted.  

Consulting Actuaries Incorporated provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

How to Apply

If you have an interest in discussing this opportunity, please email resume to

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