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Defined Contribution (DC) Consultant

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Company Highlights

  • A full-service, independent retirement consulting firm with more than 20 years specializing in creative design and implementation of client-focused retirement benefits programs.
  • 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.
  • Offering best-in-class service to their clients that is renowned for exceeding their expectations.


Benefits and Features

  • Competitive Compensation
  • 401(k) Profit Sharing Plan
  • Medical / Dental Insurance
  • Section 125 (cafeteria) Plan
  • Exam assistance


The Role You Will Play

  • 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.
  • This role focuses on Plan Administration – 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.
  • 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).
  • The Defined Contribution Consultant is entrusted to delegate and review work of Defined Contribution analysts and/or associates.


Community Highlights

  • The Defined Contribution Consultant can work a hybrid schedule either based out of Connecticut or US Based remote working on the Eastern Time Zone.
  • This region is rich in culture, arts, dining, and entertainment plus offers a multitude of educational options.
  • Connecticut is a nature-lovers sanctuary with plenty to explore in picturesque parks and rivers.


Background Profile

  • 7+ years of experience in defined contribution work, consulting on qualified retirement plans
  • Expertise in DC plans
  • Demonstrated long-term commitment with employers and progressive growth within the company
  • Strong analytical skills paired with experience in FT Williams and ASC
  • Highly motivated with a hunger for innovation
  • Bachelor’s Degree
  • Actuarial path is a bonus, not required

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