Defined Contribution (DC) Consultant

Kalos Consulting; United States; Hybrid; USD 95,000 - 150,000; Full time

Benefits offered by this job

Competitive Compensation

401(k) Profit Sharing Plan

Medical / Dental Insurance

Section 125 (cafeteria) Plan

Exam assistance

Job summary

A retirement consulting firm is seeking a Defined Contribution Consultant to engage with clients on retirement plan solutions. This hybrid or remote role demands over 7 years of experience in defined contributions and a Bachelor’s Degree. Responsibilities include consulting on retirement issues, ensuring compliance, and preparing valuation reports. The firm is recognized for its commitment to exceeding client expectations and offers an environment rich in culture and nature.

Qualifications

• 7+ years of experience in defined contribution work and consulting on retirement plans.
• Ability to delegate and review work of analysts and associates.
• Demonstrated long-term commitment with employers.

Responsibilities

• Consult with clients regarding retirement plan issues.
• Focus on compliance testing and preparation of valuation reports.
• Process Government Forms like IRS Form 5500.
• Delegate and review work of Defined Contribution analysts and associates.

Skills

Plan Administration knowledge

Compliance testing knowledge

Strong analytical skills

Experience with FT Williams and ASC

Motivation for innovation

Education

Bachelor’s Degree

Tools

IRS Form 5500 knowledge

Job description

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 either a hybrid schedule 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.
• 7+ years of experience in defined contribution work, consulting on qualified retirement plans with expertise in defined contributions
• 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

Seniority level: Mid-Senior level

Employment type: Full-time

Job function: General Business and Consulting

Industries: Financial Services and Pension Funds