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Defined Contribution Reviewer


in Phoenix AZ


We are looking for an experienced, energetic, bright and self-motivated professional to join our growing Defined Contribution Team.  Our Defined Contribution Reviewers are assigned a designated block of cases to review and oversee the plan's administration to ensure plans are in compliance with IRS/DOL regulations and imposed deadlines are met.  This position requires reviewing of annual reports, tracking deadlines, interpreting and reviewing plan documents, consulting on plan design and compliance issues and working proactively with colleagues. Our DC team is supported by the DC team's plan administrators, plan document team and our loan and distribution team. If you are looking for a long-term career, with the potential for growth, this is the place for you! 

MGKS is an actuarial and retirement plan administration firm providing TPA services to all size of employers.  We work with business owners and their advisors to design, implement, and administer primarily 401(k) Profit Sharing Plans, Cash Balance Plans and Defined Benefit Plans. 

Position Responsibilities:

  • Manage a caseload of clients with mainly 401(k) Profit Sharing plans
  • Cultivate existing client relationship with our clients and their advisors
  • Perform and review compliance testing to include ADP/ACP, 415. 410(b), Top Heavy and 401(a)(4) non-discrimination testing, determine corrective measures as needed
  • Review trust reconciliation with a variety of plan assets including platform providers, pooled assets and SDBA's
  • Review Distribution and loan requests, calculate and review RMD's & QDRO's
  • Prepare and Review Form 5500, 5330 and other governmental related forms
  • Track plan terminations and follow thru to final liquidation
  • Review DC plan documents and amendments
  • Identify potential plan redesign opportunities, top-heavy issues and prohibited transactions
  • Knowledge of combo related plans (cash balance/401(k) plans)
  • Ability to train other team members

Knowledge and Key Abilities:

  • Proficient in ASC, FTW, Microsoft Office (PensionPro a plus)
  • Communicate in a positive manner with principals, clients, advisors and other professionals
  • Interpret plan document provisions and communicate effectively to plan sponsors, advisors, and team administrators
  • Ability to manage and prioritize workload
  • Superior organization skills in order to meet DOL/IRS deadlines
  • Flexible, adaptable and ability to work in a fast paced environment
  • Work independently as well as in a team environment
  • Technical knowledge and interpersonal communication skills to effectively and diplomatically review projects completed by plan administrators
  • Ability to take responsibility for assigned plans and work proactively with administrators to resolve issues

Education and Experience Required

  • High School Diploma or GED required; College Degree- Bachelor's degree preferred
  • Professional designation (ASPPA, NIPA) required
  • 10 years' experience in third party administration
  • Defined contribution plan administrator

Candidates must be located in the greater Phoenix area or be in the process of relocating to the Phoenix area. (MGKS does not pay for moving expenses)

How to Apply

Please send resume and cover letter to

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