Remote Senior Defined-Benefit Plan Consultant

DWC ERISA Consultants LLC; United States; Remote; USD 65,000 - 85,000; Full time

Job summary

DWC ERISA Consultants LLC in the United States is seeking a Senior Plan Consultant (Defined Benefits) to perform annual nondiscrimination testing and Form 5500 filings for defined benefit plans. The role collaborates with advisors, actuaries, auditors, and sponsors to provide consulting on plan design, funding contributions, and 5500 reconciliation.

The candidate should have 5–10 years of defined benefit experience, strong Excel and communication skills, and be willing to pursue ASPPA QPA/QKA

Qualifications

• 5–10 years of experience in defined benefit or retirement plan administration.
• Ability to read and understand complex defined benefit documentation.
• Knowledge of basic accounting principles for reconciling plan assets and liabilities.
• Experience with FTWilliam.com software.
• Willingness to pursue QPA or QKA ASPPA certifications.

Responsibilities

• Performs nondiscrimination, coverage, and top-heavy testing for defined benefit plans up to 250 participants.
• Calculates annual required and discretionary employer contributions based on actuarial valuations.
• Identifies corrective actions for testing failures or contribution errors per IRS programs (e.g., EPCRS).
• Consults with plan sponsors to explain testing results, funding obligations, and corrective actions.
• Assists in the preparation of IRS Form 5500 and related schedules for defined benefit plan filings.
• Supports plan audits by preparing required financial and actuarial documentation.
• Ensures compliance with internal deadlines and regulatory filing requirements.
• Assists with gathering and reconciling historical and current plan data during plan conversions, mergers, or terminations?

Skills

Excel skills

Interpersonal skills

Written communication

Verbal communication

Problem solving

Attention to detail

Self-starter

Independence

Adaptable

Prioritization

Team collaboration

Education

QPA / QKA ASPPA certifications

Tools

FTWilliam.com

Job description

DWC ERISA Consultants LLC in the United States is seeking a Senior Plan Consultant (Defined Benefits) to perform annual nondiscrimination testing and Form 5500 filings for defined benefit plans. The role collaborates with advisors, actuaries, auditors, and sponsors to provide consulting on plan design, funding contributions, and 5500 reconciliation.

The candidate should have 5–10 years of defined benefit experience, strong Excel and communication skills, and be willing to pursue ASPPA QPA/QKA