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Defined Contribution Consultant

Aon

in CT / FL / GA / MN / NY / PA

Logo for Aon

Summary

Aon Investments USA seeks an experienced team member to join the defined contribution plan consulting practice. The consultant provides support to existing clients’ defined contribution programs (401(k), 403(b), 457, etc.), assists in the development of new business, and partners with plan consultants and project managers to provide full spectrum of DC client services to primarily mid to large sized clients. Consultants are responsible for supporting the execution and delivery of consulting projects and advice to our clients.  They assist in marketing activities intended to develop new consulting relationships.

Responsibilities:

  • Perform vendor searches: RFP preparation, distribution, analysis, reporting. 
  • Perform vendor fee and expense analyses.
  • Assist clients in managing their vendors.
  • Coordinate fiduciary oversight processes, checklists and documentation with clients.
  • Handle data analysis, Excel and PowerPoint report preparation.
  • Research plan design trends and calculate financial impact of design changes.
  • Coordinate vendor implementations/conversions.
  • Manage client projects and services independently, coordinate with project teams, and proactively communicate with lead consultant on fulfillment of deliverables.
  • Initiate proactive client interaction, servicing and problem-solving by providing research and technical support to clients.
  • Provide proactive and creative support to clients.  Apply good judgment and appropriate follow-through with clients, firm employees, and other service providers to clients.
  • Demonstrate initiative and ownership of all client-related work.
  • Exhibit strong knowledge of defined contribution plan administration and compliance requirements, and the ability to apply this knowledge to client work.
  • Efficiently manage time and internal resources to allow for effective handling of multiple projects for multiple clients simultaneously.
  • Provide support that contributes to the success of assigned client teams.
  • Participate in and contribute to the success of marketing activities.  Provide support in the preparation of proposals and RFP responses and new business presentations.

Requirements:

  • Bachelor’s degree in related discipline. CEBS, ASPPA or other retirement certification programs and/or coursework is a plus.
  • 3+ years of experience in defined contribution consulting including experience with a variety of DC plans including 401(k), 403(b), 457, etc.
  • An excellent understanding of defined contribution administration requirements according to IRS and ERISA.
  • An understanding of the 401(k)-recordkeeping marketplace and experience with recordkeeper selection and management, fee analysis, and fiduciary support. Prior recordkeeping experience also a plus.
  • Outstanding analytical and consultative inquiry skills.
  • Well versed PC experience, particularly the Microsoft suite of business applications (Word, Excel, and PowerPoint).
  • Ability to work well in a fast-paced, high-pressure environment.
  • Team player who can work with a variety of individuals.
  • Ability to work independently on a variety of projects, receive instructions from several people and meet project deadlines.
  • Excellent planning and organizational skills.
  • Accuracy and attention to detail.
  • Excellent oral and written communication skills.

We offer you

A competitive total rewards package, continuing education & training, and tremendous potential with a growing worldwide organization.

Our Colleague Experience:

From helping clients gain access to capital after natural disasters, to creating access to health care and retirement for millions, Aon colleagues empower results for our clients, communities, and each other every day.  They make a difference, work with the best, own their potential, and value one another.  This is the Aon Colleague Experience, defining what it means to work at Aon and realizing our vision of empowering human and economic possibility. To learn more visit Aon Colleague Experience. 

About Aon:

Aon plc (NYSE:AON) is a leading global professional services firm providing a broad range of risk, retirement and health solutions. Our 50,000 colleagues in 120 countries empower results for clients by using proprietary data and analytics to deliver insights that reduce volatility and improve performance.

Aon provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, veteran, marital, or domestic partner status.  Aon is committed to a diverse workforce and is an affirmative action employer.

DISCLAIMER:
Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time.

How to Apply

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