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Retirement Plan Consultant - Combo Plans

Definiti LLC

in Remote

Logo for Definiti LLC

Definiti is a national retirement services firm with hundreds of retirement plan experts across the country, including in-house actuarial consultants, ERISA attorneys, document specialists and retirement plan consultants. From 401(k) plan design and administration, compliance and actuarial consulting, to pension outsourcing and recordkeeping, Definiti helps organizations deliver smart retirement solutions to their employees.

The Retirement Plan Consultant (RPC) will be responsible for the day-to-day management of an assigned caseload of Defined Benefit/Cash Balance/401(k) Combo Plans.

Primary Duties and Responsibilities

  • Single point of contact and “ownership” for assigned clients
  • Closely working with assigned Actuarial Analyst and Consulting Actuary 
  • Assigned case of 130-150 combination plans, primarily Cash Balance/401k Plans.
  • Provide support to Senior Retirement Plan Consultants and assist in training of Retirement Plan Associates
  • Provide support to financial advisors and referral sources
  • Ability to accurately interpret and apply plan document provisions
  • Ensure compliance with DOL and IRS requirements
  • Preparation and review of 401(k) Plan Trust Accounting
  • 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 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
  • Preparation of custodian correction/update forms, as needed
  • Review of Retirement Plan Associate work within team environment
  • Support the retirement plan implementation, conversion, de-conversion and termination processes

Requirements

  • Minimum 3 years of experience in a financial services operations environment
  • Broad knowledge of the retirement plan industry, willingness to obtain ASPPA QKA designation or NIPA equivalent
  • Bachelor’s Degree in Actuarial Science, Accounting, Finance, or related field: equivalent experience may be considered in lieu of degree
  • Proficiency with Microsoft Office applications
  • Demonstrated excellence in written and verbal communication
  • Proficient 401(k) Plan Compliance testing. Experience with Cash Balance and Defined Benefit Plans a plus
  • Must be detailed and possess strong organizational skills. Solutions oriented
  • Time management focused adhering to deadlines and timelines
  • Ability to work independently and as part of a team in a fast-paced environment

How to Apply

Apply Now


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