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Retirement Plan Consultant

Definiti

in Remote / The Woodlands TX / AR / CA / FL / PA / WI

Logo for Definiti

Definiti is a national retirement services firm serving organizations of all types with best-in-class retirement plan expertise. From 401(k) design to retirement plan consulting to pension outsourcing, Definiti makes it easy to provide employees with sound retirement solutions.

Purpose of Position

The Retirement Plan Consultant will be responsible for the day-to-day management of an assigned caseload of client plans with a focus on smaller, less complicated plans.

Primary Duties and Responsibilities

  • Single point of contact and “ownership” for assigned clients
  • Provide support to Senior Retirement Plan Administrators and assist in training of Associate Retirement Plan Administrators
  • Provide support to financial advisors and referral sources
  • Ability to accurately interpret and apply plan document provisions
  • Ensure compliance with DOL and IRS requirements
  • Annual compliance testing for assigned clients (402(g), 415(c), 410(b), ADP/ACP, Plan Limits, Top Heavy, etc.)
  • Preparation and filing of Form 5500 and related schedules
  • Prepare projected and actual employer plan contribution calculations using all types of allocation methods
  • Assist clients with locating missing participants and securing ERISA bonding
  • Required Minimum Distribution (RMD) determination and processing
  • Ensure proper coordination and delivery of annual required notices
  • Represent the company on client calls and in client meetings, as needed
  • Have a working knowledge of custodian websites and processes
  • Review of Associate Retirement Plan Administrator work for assigned clients
  • Support the retirement plan implementation, conversion, de-conversion and termination processes
  • Oversee plan assignments of a minimum of 40 to maximum of 110

Competencies Required

  • Understand requirements for QDRO support
  • Understand new comparability concepts and general testing
  • Understand basics of control and affiliated service groups
  • Understand MEPs, non-qualified plans, DB and CB plan concepts
  • High Proficiency in Microsoft Office Suite
  • Demonstrated excellence in written and verbal communication
  • Must be detailed and possess strong organizational skills
  • Time management focused adhering to deadlines and timelines

Education and Qualifications

  • Minimum 2 years of experience in a financial services operation’s environment
  • Broad knowledge of the retirement plan industry, willingness to obtain ASPPA QKA designation or
  • NIPA equivalent
  • Bachelor’s Degree in Accounting, Finance, or related field: equivalent experience may be
  • considered in lieu of degree

Definiti strives to be a national leader and trusted partner in the retirement community. We aim to provide equal opportunities for our employees and to represent the diverse communities we serve. 

How to Apply

Apply Now


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