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Defined Benefit Consultant

ERISA Fiduciary Services Inc.

in Melville NY / Telecommute

Busy and rapidly growing consulting firm seeks highly organized, independent, and detail oriented person to act as Defined Benefit Plan Consultant for growing client base.


  • 5+ years experience
  • Relius experience

Duties include:

  • Defined Benefit / Cash Balance recordkeeping in a daily environment
  • Trust accounting and asset reconciliations
  • Contribution calculations and allocations
  • Able to review and interpret plan documents
  • ERISA reporting (5500, Schedule B / MB) and disclosure
  • Interact as needed with clients, prospects, vendors, and other professionals

Ideal candidate will be organized, independent, and have attention to detail

Competitive compensation / benefits

Telecommuting may be an option for the right candidate

How to Apply

Send resume/salary requirements to

This ad has been viewed 931 times. It expires on 10/27/2018.

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