DC Plan Consultant I

Alliant Insurance Services; Irvine (CA); Remote; USD 75,000 - 105,000; Full time

Job summary

Alliant Insurance Services in Irvine, CA seeks a dedicated professional to manage defined contribution plans, plan documents, and year-end testing. You will handle IRS filings and assist auditors while maintaining strong client relationships and vendor coordination.

The role supports plan administration across 401(k) projects, ensures compliance with ERISA, and drives process improvements for efficiency and profitability within the benefits department.

Qualifications

• Bachelor's degree or equivalent combination of education and experience.
• Two or more years of related work experience.
• Understanding of retirement plan types and ERISA guidelines and regulations.
• Experience with small to mid-size (250+) clients.
• Professional designation (ASPPA, NIPA, etc.) or progress toward designation, preferred.

Responsibilities

• Prepares defined contribution plan documents.
• Prepares and conducts plan year-end non-discrimination testing (ADP, ACP, Top-heavy, 410(b), 415, 414(s), etc.).
• Prepares IRS Filings (5500, 5558, 5330, etc.) and assists auditors.
• Processes distributions (withdrawals, in-service, RMD's, loans, hardships).
• Maintains ongoing client contact to assist with day-to-day service issues and vendor management.
• Works with vendors to automate the process of data collection and analysis.
• Maintains client and due diligence files.
• Records notes at meetings and prepares minutes for various investment committees.
• Assists in completing plan applications, plan document review, and plan implementation.
• Supports the 401(k) Department with general industry knowledge.
• Researches and supports new initiatives to increase our efficiency, productivity, compliance, and profitability.
• Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information).

Skills

IRS & ERISA Regulations

Interpersonal skills

Communication skills

Attention to detail

Independent work

Leadership

Planning

Analytical skills

Microsoft Office

Education

Bachelor's degree or equivalent

Two or more years of related experience

Understanding of retirement plan types and ERISA

Experience with 250+ clients

Professional designation (ASPPA, NIPA) or progress toward

Job description

Alliant Insurance Services in Irvine, CA seeks a dedicated professional to manage defined contribution plans, plan documents, and year-end testing. You will handle IRS filings and assist auditors while maintaining strong client relationships and vendor coordination.

The role supports plan administration across 401(k) projects, ensures compliance with ERISA, and drives process improvements for efficiency and profitability within the benefits department.