Senior Defined Contribution Consultant - Remote/Hybrid

Kalos Consulting; United States; Hybride; USD 95 000 - 150 000; Plein temps

Avantages offerts par ce poste

Competitive Compensation

401(k) Profit Sharing Plan

Medical / Dental Insurance

Section 125 (cafeteria) Plan

Exam assistance

Résumé du poste

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.

Responsabilités

• Consult with clients regarding retirement plan issues.
• Focus on compliance testing and preparation of valuation reports.
• Process Government Forms like IRS Form 5500.

Connaissances

Plan Administration knowledge

Compliance testing knowledge

Strong analytical skills

Experience with FT Williams and ASC

Motivation for innovation

Formation

Bachelor’s Degree

Description du poste

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.