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Retirement Plan Consultant - Combo Plans

Definiti

in Remote

Why work at Definiti? If you consider yourself a problem solver and appreciate working autonomously, a career at Definiti may be perfect for you. You’ll be able to directly contribute to the security and success of meaningful retirements for thousands while helping build a growing company. Most positions are fully remote, which provides work-life balance while working with, and for, your colleagues and clients. Definiti not only invests in the tools and retirement service technology to help you be successful in your role, but also supports your professional growth with training and certifications.

Definiti is a national retirement services company that helps clients manage and administer their retirement plans. We help clients define what's possible and what’s next for their retirement plans.

Purpose of position

The Retirement Plan Consultant (RPC) Combo Plans 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

• Assigned case of 130-150 combination plans, primarily Cash Balance/401k Plans and serve as single point of contact
• 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
• Closely working with assigned Actuarial Analyst and Consulting Actuary

Requirements

Competencies Required

• Proficient 401(k) Plan Compliance testing. Experience with Cash Balance and Defined Benefit Plans a plus
• Experienced with ASC software
• Understand plan documents (Basic Plan Document, Adoption Agreement, Summary Plan Description (SPD), Amendments, Summary of Material Modifications (SMM) and annual notices)
• Understand the annual lifecycle of plan (data collection, eligibility, compliance testing, trust accounting and Form 5500 preparation and filing)
• Proficiency with Microsoft Office applications
• Demonstrated excellence in written and verbal communication
• Must be detailed and possess strong organizational skills. Solutions oriented
• Understand requirements for QDRO support

Education and Qualifications

• High school diploma or GED required
• Bachelor’s degree preferred or 3+ years of retirement industry experience in financial services operations
• Broad knowledge of the retirement plan industry
• Willingness to obtain ASPPA QKA designation or NIPA equivalent

Remote Working Requirements

As remote-first company, we have compiled expectations for a successful remote work environment:

• Ability to build rapport with others remotely while working productively with limited in-person interaction
• Designate a quiet, and well-lit space with a fast internet connection for your workspace, free of as many distractions as possible·
• Be online and available during designated business hours in local time zone
• Accustomed to using Microsoft Teams or virtual-meeting applications to work with colleagues regularly on video and use the chat feature for quick communications
• Accustomed to file-storage and file-sharing tools such as Microsoft SharePoint and Citrix ShareFile

Benefits

Definiti has a dynamic, growth-focused culture, and we are committed to offering attractive employee-centric benefits, including:

• A virtual-first work philosophy
• 401(k) with up to 4% match
• Generous paid time off starting with four weeks, in addition to 9 paid holidays and 2 paid floating holidays
• A variety of medical, dental and vision plan options including Definiti subsidized premiums
• Company-paid life insurance and short-term disability insurance
• Bonus plan eligibility

How to Apply

Apply Now

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