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Retirement Plan Consultant

Definiti

in Telecommute / The Woodlands TX

Logo for Definiti

Definiti is a national retirement services firm with hundreds of retirement plan experts across the country, including in-house actuarial consultants, ERISA attorneys, document specialists and retirement plan consultants. From 401(k) plan design and administration, compliance, and actuarial consulting, to pension outsourcing and recordkeeping, Definiti helps organizations deliver smart retirement solutions to their employees

Purpose of Position

The Retirement Plan Consultant will be responsible for the day-to-day management of an assigned caseload of client plans with a focus on smaller, less complicated plans.

Essential functions

  • Single point of contact and “ownership” for assigned clients
  • Provide support to Senior Retirement Plan Administrators and assist in training of Associate Retirement Plan Administrators
  • 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
  • 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
  • Review of Associate Retirement Plan Administrator work for assigned clients
  • Support the retirement plan implementation, conversion, de-conversion and termination processes
  • Oversee plan assignments of a minimum of 40 to maximum of 110
  • Perform other duties as assigned


Competencies

  • 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
  • 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
  • Experienced with ASC software 
  • Understand plan documents (Basic Plan Document, Adoption Agreement, Summary Plan
  • Description (SPD), Amendments, Summary of Material Modifications (SMM) and annual notices)
  • Understand the annual lifecycle of plan (data collection, eligibility, compliance testing, trust
  • accounting and Form 5500 preparation and filing)

Required education and experience

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

Work environment

  • Prolonged periods sitting at a desk and working on a computer
  • Must be able to occasionally lift to 15 pounds
  • Regularly spend long hours sitting and using office equipment and computers
  • Regularly move from sitting to standing positions effortlessly
  • Regularly spend long hours in intense concentration reviewing and entering financial information into a computer

Travel required

Limited, not to exceed 10%. 

How to Apply

Apply Now


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