Retirement Plan Consultant - Combo Plans

Yesterday

Apply Now

Receive Emails with Similar Jobs

Definiti LLC

WebsiteLinkedInAll Job Openings

Retirement funds • Actuarial • Retirement Fund Management • Recordkeeping • Retirement Plan Design

201 - 500

Description

• Why join our team at Definiti? If you enjoy tackling challenges and believe in delivering exceptional client service, Definiti may be perfect for you. • You can make a difference by helping to improve and secure many retirements, while also helping to grow a dynamic organization. • Most roles are fully remote, so you need to be comfortable using technology, be productive in a home office with a reliable internet connection to stay in touch with your team and deliver high-quality service to our clients. • Definiti supports your professional growth through comprehensive training and industry credentials and certifications. • Definiti is a national retirement services company that helps clients manage and administer their retirement plans. • We help clients define what's possible and what’s next for their retirement plans. • The Retirement Plan Consultant (RPC) Combo Plans will be responsible for the day-to-day management of an assigned caseload of Defined Benefit/Cash Balance/401(k) Combo Plans.

Requirements

• 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) • Proficiency with Microsoft Office applications • Demonstrated excellence in written and verbal communication • Must be detailed and possess strong organizational skills. • Solutions oriented • Understand requirements for QDRO support • High school diploma or GED required • Bachelor’s degree preferred • 401(k) Plan Compliance testing required • Experience with Cash Balance and Defined Benefit Plans a plus • ASC software strongly preferred; would consider equivalent software (Datair, etc) • 3+ years of retirement industry experience in financial services operations • Broad knowledge of the retirement plan industry • Willingness to obtain ASPPA QKA designation or NIPA equivalent

Benefits

• A virtual-first work philosophy • 401(k) with up to 4% match • Generous paid time off starting with four weeks, in addition to 9 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