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Defined Benefit Plan Consultant

Sentinel Benefits & Financial Group

in Remote / Wakefield MA / Melville NY / Bingham Farms MI

Logo for Sentinel Benefits & Financial Group

Location: Flexibility for REMOTE Or Hybrid from one of our offices in Troy, Michigan, Wakefield, MA or Melville, NY                                                                                                                              

The Purpose of your role:  

We are seeking a knowledgeable, team-oriented Plan Consultant for our Actuarial Services Retirement Plan Consulting Team. This position is customer service focused! You’ll be the day-to-day contact for your dedicated clients and responsible for the administration of retirement plans; communicating with clients; performance of actuarial valuations, preparation of valuation reports and conducting compliance testing.

The Expertise we’re looking for:

  • Develop and maintain strong client relationships across many different industries with varying levels of benefit/financial experience.
  • Assist clients with plan design support including but not limited to aligning their DB and DC plans to meet client objectives and IRS compliance requirements.
  • Answer a variety of client questions related to plan administration, plan design and participant inquiries.
  • Maintain detailed knowledge of ERISA, the Internal Revenue Code and related regulations.
  • Review and interpret plan documents, amendments, notices and summary plan descriptions.
  • Responsible for all aspects of DB plan administration:
    • Reconcile participant census and determine eligible, key and highly compensated employees
    • Perform annual valuations and determine IRS minimum and maximum contributions
    • Coordinate funding with client
    • Prepare valuation reports
    • Prepare participant statements
    • Prepare AFTAP certification, Schedule SB and PBGC filings for actuary signature
    • Assist with preparation of Form 5500 filings
    • Coordinate annual PBGC filings
    • Prepare annual funding notice
    • Perform benefit calculations and prepare distribution paperwork
    • Perform annual IRS nondiscrimination testing, including aggregated testing with DC plans
    • Respond to auditor inquiries if plan is subject to annual audit
    • Assist in performance of plan termination filings including filing with IRS and PBGC, if applicable
  • Expand professional knowledge through formal training and self-study.
  • Perform other team tasks and participate in projects as needed.

The Behaviors That You Bring:

  • Integrity – Your customer-centric attitude and commitment to doing what is right for our clients.
  • Expertise – You are a team player and continuous learner. You share your knowledge with the team, embrace new learning opportunities, and search for ways to improve our operations.
  • Empowerment – You demonstrate organizational skills, the ability to manage priorities, deadlines, and troubleshoot issues independently.
  • Excellence – Your detail-oriented approach leads to quality processing results for our clients and your communication skills allow you to communicate effectively with internal team members.
  • Innovation – You learn quickly, collaborate with others, and share your ideas for improving our service.

Education, Skills and Experience:

  • 3+ years of actuarial and consulting experience in all aspects of defined benefit plan valuation and administration, combined defined benefit/defined contribution plan non-discrimination testing and alternative plan design.
  • Intermediate to advanced knowledge of Microsoft Excel.
  • Familiarity with Relius Administration (preferred but not a must);
  • Personable, able to comfortably and pleasantly deal with a variety of people.
  • Interpersonal skills with ability to work independently and within a team environment.
  • Problem solving capabilities necessary to accomplish the duties and tasks of the position.
  • Organized, self‐motivated, excellent time management and ability to work in a fast‐paced environment to meet deadlines while maintaining a strong attention to detail.

Our Company:

Sentinel Benefits & Financial Group proudly serves more than 3,500 clients throughout the U.S., and for 30 years, we’ve remained devoted to making a difference in the lives of our people, our clients and our community. With nearly 220 professionals tied to our mission to deliver great service—and a 9-year average associate tenure—we have become the thought leader we are today.

Sentinel was recently recognized by The Boston Globe as a Top Place to Work in 2020. In 2021, Sentinel earned a Top Workplace USA Award from Energage. Sentinel is also recognized as one of the largest employee benefits firms in Massachusetts (Boston Business Journal), a top 100 retirement plan adviser (PLANADVISER Magazine), and the 2016 recipient of the Best-in-Retirement Business IMPACT Award™ by Charles Schwab, our in-house experts—and their commitment to excellence—define who we are.

Our Culture:

Our people care about our organization. We are a company with a mission to be the best in our industry and best within our company. Being part of this company means that you are part of something special. Sentinel Benefits & Financial Group offers paid vacation, 10 Holidays and 2 floating holiday, company sponsored medical and dental insurance, life insurance, AD&D, short and long‐term disability, 401(k) Plan and free parking. Sentinel Benefits & Financial Group is an Equal Opportunity Employer                       

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