Definiti LLC
Definiti LLC is a company specializing in developing and managing workplace retirement plans, including 401(k) and cash balance plans. The company offers services aimed at financial advisors, employers, and third-party administrators, providing a comprehensive range of retirement solutions such as plan design, recordkeeping, compliance, and actuarial services. Definiti LLC positions itself as a leader in the retirement planning industry, aiming to simplify the process for employers and deliver effective retirement solutions. The company also emphasizes the importance of compliance with regulations and industry standards, offering insights and expert advice through its Definiti Academy and various resources.
Retirement funds • Actuarial • Retirement Fund Management • Recordkeeping • Retirement Plan Design
Consultant
January 21
Definiti LLC
Definiti LLC is a company specializing in developing and managing workplace retirement plans, including 401(k) and cash balance plans. The company offers services aimed at financial advisors, employers, and third-party administrators, providing a comprehensive range of retirement solutions such as plan design, recordkeeping, compliance, and actuarial services. Definiti LLC positions itself as a leader in the retirement planning industry, aiming to simplify the process for employers and deliver effective retirement solutions. The company also emphasizes the importance of compliance with regulations and industry standards, offering insights and expert advice through its Definiti Academy and various resources.
Retirement funds • Actuarial • Retirement Fund Management • Recordkeeping • Retirement Plan Design
📋 Description
• Consultant for Plan Sponsors and Financial Advisors • Oversee all functions related to 3(16) of assigned caseload • Ensure 3(16) responsibilities are fulfilled • Manage projects in PensionPro workflow system • Track eligibility calculations and notifications
🎯 Requirements
• High school diploma or GED required • 2 years or more experience in retirement industry required • Associates in Business/Accounting preferred • Experience in a workflow system such as PensionPro, Pension Pal or similar • Intermediate MS skills to include Outlook, Word, PowerPoint, and Excel; ability to navigate web-based programs
🏖️ Benefits
• A virtual-first work philosophy • 401(k) with up to 4% match • Flexible PTO allows you to take the time you need for wellness, vacations, and personal matters. • 10 paid holidays and 2 paid floating holidays • Paid Parental Leave • A variety of medical, dental and vision plan options including Definiti subsidized premiums • Company-paid life insurance and short-term disability insurance • Bonus plan eligibility
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