Defined Contribution (DC) Consultant

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