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Finance / Legal
Retirement Plan Consultant
@Definiti Llc
[Hiring] Retirement Plan Consultant @Definiti Llc
Mar 25, 2025 - Definiti Llc is hiring a remote Retirement Plan Consultant. 💸 Salary: unspecified. 📍Location: USA.
This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more.
Role Description
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.
- Assigned case of 130-150 combination plans, primarily Cash Balance/401k Plans and serve as single point of contact
- Ability to accurately interpret and apply plan document provisions
- Ensure compliance with DOL and IRS requirements
- Preparation and review of 401(k) Plan Trust Accounting
- Annual compliance testing for assigned clients (402(g), 415(c), 410(b), ADP/ACP, Plan Limits, Top Heavy, etc.)
- Preparation and filing of Form 5500 and related schedules
- Closely working with assigned Actuarial Analyst and Consulting Actuary
Qualifications
- 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
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
Remote Working Requirements
- Ability to build rapport with others remotely while working productively with limited in-person interaction
- Have access to a reliable and consistently strong, high-speed internet connection suitable for remote work
- Designate a quiet, and well-lit space free of as many distractions as possible
- Be online and available to work during designated business hours in local time zone
- Accustomed to using Microsoft Teams (or similar virtual-meeting applications) to meet with colleagues regularly on video
- Accustomed with file-storage and file-sharing tools such as Microsoft SharePoint
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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| 📍 | Be aware of the location restriction for this remote position: USA |
| ‼ | Beware of scams! When applying for jobs, you should NEVER have to pay anything. Learn more. |
Back to Remote jobs >
Finance / Legal
Finance / Legal
|
Salary
💸
unspecified
|
Remote
Location
USA
|
|
Job Type
full-time
|
Posted
Mar 25, 2025
|
️
| 📍 | Be aware of the location restriction for this remote position: USA |
| ‼ | Beware of scams! When applying for jobs, you should NEVER have to pay anything. Learn more. |
