Qureos Mentor

Kalos Consulting

<div>
 
 
 Company Highlights
 
 
 <ul>
 <li>
 A full-service, independent retirement consulting firm with more than 20 years specializing in creative design and implementation of client-focused retirement benefits programs.
 </li>
 <li>
 Unique to the industry, this team is comprised of fully credentialed, forward-thinking retirement specialists, actuaries, and ERISA attorneys that bring fresh perspectives and insights to the full process.
 </li>
 <li>
 Offering best-in-class service to their clients that is renowned for exceeding their expectations.
 </li>
 </ul>
 
 
 
 
 
 Benefits and Features
 
 
 <ul>
 <li>
 Competitive Compensation
 </li>
 <li>
 401(k) Profit Sharing Plan
 </li>
 <li>
 Medical / Dental Insurance
 </li>
 <li>
 Section 125 (cafeteria) Plan
 </li>
 <li>
 Exam assistance
 </li>
 </ul>
 
 
 
 
 
 The Role You Will Play
 
 
 <ul>
 <li>
 The Defined Contribution Consultant will consult with clients and prospective clients (both as primary contact or escalated resource) regarding retirement plan issues and design alternatives.
 </li>
 <li>
 This role focuses on Plan Administration &ndash; with extensive knowledge and review of compliance testing (ADP/ACP) as well as 410(b), 401(a)(4), etc., preparation of valuation reports, and identification of future design.
 </li>
 <li>
 The Defined Contribution Consultant is responsible for valuation (both through investment platforms and brokerage accounts) as well as processing Government Forms (IRS Form 5500 and related schedules).
 </li>
 <li>
 The Defined Contribution Consultant is entrusted to delegate and review work of Defined Contribution analysts and/or associates.
 </li>
 </ul>
 
 
 
 
 
 Community Highlights
 
 
 <ul>
 <li>
 The Defined Contribution Consultant can work a hybrid schedule either based out of Connecticut or US Based remote working on the Eastern Time Zone.
 </li>
 <li>
 This region is rich in culture, arts, dining, and entertainment plus offers a multitude of educational options.
 </li>
 <li>
 Connecticut is a nature-lovers sanctuary with plenty to explore in picturesque parks and rivers.
 </li>
 </ul>
 
 
 
 
 
 Background Profile
 
 
 <ul>
 <li>
 7+ years of experience in defined contribution work, consulting on qualified retirement plans
 </li>
 <li>
 Expertise in DC plans
 </li>
 <li>
 Demonstrated long-term commitment with employers and progressive growth within the company
 </li>
 <li>
 Strong analytical skills paired with experience in FT Williams and ASC
 </li>
 <li>
 Highly motivated with a hunger for innovation
 </li>
 <li>
 Bachelor&rsquo;s Degree
 </li>
 <li>
 Actuarial path is a bonus, not required
 </li>
 </ul>
</div>

Defined Contribution (DC) Consultant

Join Kalos Consulting and explore 1   exciting career opportunities. They're hiring for various roles with options for remote or on-site work. Apply today and become part of their innovative team.

Kalos Consulting

ABOUT_COMPANY

Defined Contribution (DC) Consultant