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Retirement Plans - Defined Contribution Consultant

CEP Consultants Inc.

in Remote

We are seeking an experienced Defined Contribution consultant primarily for daily valuation 401(k) Profit Sharing Plans. 

The ideal candidate will have the following responsibilities:

Responsible for all aspects of DC plan administration:

  • Full-service administration for assigned caseload of daily valued Defined Contribution retirement plans.
  • Maintaining client and advisor relationships.
  • Perform compliance work related to testing & tax filings.
  • Assist clients with contribution allocations.
  • Assist clients with participant distributions.
  • Exemplifying superior client service and the ability to consult with clients regarding plan operation and design.

Education, Skills and Experience:

  • 3+ years of Defined Contribution Plan consulting experience.
  • Intermediate to advanced knowledge of Microsoft Office.
  • Ideally, familiarity with Schwab Retirement Technologies (Schwab RT) and PensionPro Software.
  • 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.

Compensation and Benefits:

  • Base Salary $90,000 - $110,000
  • Salaried, non-exempt
  • Medical, dental, disability, and life insurance
  • Paid time off

Work Location/Hours:

  • Work from home
  • Must work from USA and be authorized to work for any US employer
  • We will supply all necessary computer equipment
  • Typical 9am-5pm work week

Our Company:

CEP Consultants, Inc. is a national service provider developing custom solutions for qualified and non-qualified retirement plans.  For over 50 years, our founder and team of experts has provided and executed well-designed strategies enabling our clients to accomplish their retirement plan goals while saving time and money.

Our services include (but are not limited to): Third party administrator services, Daily recordkeeping services, Plan document services, Actuarial services for defined benefit and cash balance plans, Custom plan design, and Complex consultation

How to Apply

To apply, please email your résumé to drazavi@cepconsultantsinc.com


A Verified Employer
CEP Consultants Inc. has trusted BenefitsLink to help reach qualified candidates for this opening.

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