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Retirement Plan Consultant


in Telecommute / Dallas TX / University Place WA / The Woodlands TX

Logo for Definiti

Definiti is an emerging national leader in retirement services through the acquisition and integration of highly successful regional retirement services providers. These specialists in 401(k) plan design and compliance, recordkeeping, pensions and actuarial consulting each demonstrate a commitment to excellent customer service, strong financial performance and the desire to build a strong national competitor.

Purpose of Position

The Retirement Plan Consultant (RPC) will be responsible for the day-to-day management of an assigned caseload of client accounts. The RPC will have experience managing client and advisor relationships and will be knowledgeable of plan administration and ERISA. 

Primary Duties and Responsibilities

  • Single point of contact and “ownership” for assigned clients
  • Provide support to financial advisors and referral sources
  • Ability to accurately interpret and apply plan document provisions
  • Ensure compliance with DOL and IRS requirements
  • 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 projected and actual employer plan contribution calculations using all types of allocation methods
  • Trust accounting/financial reporting
  • Custodian downloads, uploads and imports
  • Contribution reconciliations
  • Facilitate vesting updates with custodian
  • Plan payroll processing, as needed
  • Preparation of custodian correction/update forms, as needed
  • Provide support to Senior Retirement Plan Consultants and assist in training of Retirement Plan Associates
  • Review of Retirement Plan Associate work for assigned clients
  • 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
  • Support the retirement plan implementation, conversion, de-conversion and termination processes
  • Collection and review of annual census data and employer questionnaire
  • Census imports and data checks
  • Determining plan eligibility
  • Determining Highly Compensated Employee (HCE) and Key Employee status
  • Loan and distribution support
  • Perform other duties as assigned

Competencies Required

  • Experienced with ASC software
  • Proficiency with Microsoft Office applications
  • Demonstrated excellence in written and verbal communication
  • Must be detailed and possess strong organizational skills
  • Time management focused adhering to deadlines and timelines
  • Proficient with numbers and basic calculations
  • Solutions oriented
  • Ability to work independently and as part of a team in a fast paced environment
  • A demonstrated track-record of consistently meeting and/or exceeding performance expectations
  • Understand Form 5500 long form and requirements for audit support
  • Understand requirements for QDRO support
  • Understand new comparability concepts and general testing
  • Understand basics of control and affiliated service groups
  • Understand MEPs, non-qualified plans, DB and CB plan concepts

Education and Qualifications

  • Minimum 2 years of experience in a financial services operations environment
  • Broad knowledge of the retirement plan industry, willingness to obtain one or more ASPPA QKA designation or NIPA equivalent
  • Bachelor’s Degree in Accounting, Finance or related field: equivalent experience may be considered in lieu of degree

How to Apply

Apply Now

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