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Retirement Plan Consultant

DWC - The 401(k) Experts

in Telecommute / Portland OR

Are you a proud pension geek with a passion for helping others and the desire to work in a cool and unique culture? DWC – The 401(k) Experts could be the place for you.

Over the last 20 years we have developed a culture focused on the client and investment advisor experience. Our culture emphasizes helping everyone around us perform at the highest level and requires all work to be completed at an A+ level, without exception.

Experience

We are currently seeking candidates with at least one year of experience providing plan compliance and government reporting services.   At minimum you must be able to perform the following:

• All compliance tests
• Controlled group determination
• Top-heavy determination
• New comparability profit sharing calculations
• Understand and interpret plan documents
• Respond to all incoming communications within two hours during the workday without exception
• Excellent writing skills related to responding to all inquiries and preparing consulting reports
• Follow through on all promises to clients, advisors, and recordkeepers (includes our service guarantees)

Separately, we are also looking for consultants interested in preparing plan document and VCP applications.

All candidates must be technologically savvy and proficient in Microsoft Office applications and Relius. 

If you do not enjoy communicating with our clients, advisors, or recordkeepers – this will not be a fit. 

Compensation & Next Steps

DWC offers a competitive compensation and benefits package with a strong emphasis on year-end profit sharing and discretionary, performance-based bonuses. We also provide health, life, and long-term disability insurance…and a 401(k) profit sharing plan…obviously.

How to Apply

If this sounds like the gig for you, send us an e-mail careers@dwc401k.com and include the following:

• Resume in PDF format with the file name format of ‘Last Name, First Name – Resume
• Optimal compensation
• Cover letter explaining why you think you are a good fit for DWC

That e-mail will be your first impression, which is a big deal at DWC! So before you click send, ask yourself if it makes you stand out from the crowd, shows attention to detail and demonstrates strong communication skills in a way that makes you a good fit for DWC’s commitment to excellence.

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