Technical Resource Consultant - Retirement Plans

Definiti LLC; United States; Remote; USD 70,000 - 90,000; Full time

Benefits offered by this job

401(k) with up to 4% match

Flexible PTO

Medical, dental and vision plans

Job summary

A national retirement services company is seeking a Technical Resource Consultant. This remote position involves leading consulting projects, managing compliance with regulatory standards, and ensuring accurate client service. Candidates should have a strong background in retirement plans, exceptional communication skills, and the ability to manage multiple priorities effectively. The role supports governance and regulatory compliance efforts, contributing to both operational accuracy and industry expertise.

Qualifications

• 5+ years of full cycle administration experience required.
• Proven experience managing plan corrections and consulting projects.
• Understanding of PEP structure and fiduciary responsibilities.

Responsibilities

• Collaborate with Legal and Governance teams for compliance.
• Manage consulting engagements, including scope and billing.
• Review Definiti’s Pooled Employer Plans for fiduciary standards.

Skills

Verbal and written communication skills

Attention to detail

Customer service focus

Ability to manage multiple projects

Education

High School Diploma or GED

Bachelor’s degree in accounting, finance, or related field

Tools

Microsoft Office Suite

PensionPro

FT Williams

Job description

Overview

Technical Resource Consultant - Retirement Plans

Definiti is a national retirement services company helping clients manage and administer their retirement plans. We support professional growth through comprehensive training and industry credentials. Most roles are fully remote, with focus on delivering high-quality client service and accurate governance and regulatory compliance for retirement plans.

Purpose of the position: The Technical Resource Consultant is a client-facing role responsible for leading and executing consulting projects, including administrative tasks, documented corrections, and ensuring accurate billing. This role supports the governance and regulatory compliance of Definiti’s Pooled Employer Plan (PEP), maintaining fiduciary oversight and operational accuracy. Working with the Governance team, the Consultant will monitor legislation and regulatory updates and help create internal documentation, SOPs, and educational resources for key stakeholders. The position may involve due diligence and data integration related to mergers and acquisitions.

Primary duties and responsibilities

• Collaborate with Legal and Governance teams to support ongoing compliance with ERISA and DOL regulations.
• Manage the execution of consulting engagements, including scope definition, billing oversight, and fee tracking.
• Identify and work on operational corrections under EPCRS and DFVCP.
• Ensure accurate documentation and timely delivery of consulting project outcomes.
• Stay current on legislative and regulatory developments affecting retirement plans.
• Contribute to the development of firm-wide responses to new regulatory requirements.
• Partner with team leaders and internal departments to assess technical needs and implement improvements.
• Assist in consulting and performing annual compliance testing, trust accounting preparation, and tax filings as needed for special projects.
• Review and monitor Definiti’s Pooled Employer Plans to ensure adherence to fiduciary standards.
• Represent the company on client calls and in client meetings as needed.
• Assist with onboarding data and systems integration during acquisitions.
• Provide guidance and communication to client-facing teams, plan sponsors, financial advisors, and marketing as changes occur.
• Research complex technical topics and provide clear, documented answers.
• Identify trends in technical inquiries and contribute to internal training and resource planning.
• Maintain internal Teams channels and SOPs with up-to-date technical guidance and documentation.

Education and qualifications

• High School Diploma or GED required
• Bachelor’s degree in accounting, finance, or related field preferred
• 5+ years of full cycle administration experience required
• Ability to read and interpret plan documents
• Understanding of PEP structure, fiduciary responsibilities, and regulatory framework
• Proven experience managing plan corrections and consulting projects
• Intermediate MS skills (Outlook, Word, PowerPoint, Excel); ability to navigate web-based programs
• Experience with PensionPro and FT Williams preferred
• ASPPA or NIPA designation (QKC, or APA) strongly preferred

Competencies

• Strong verbal and written communication skills and the ability to build rapport remotely
• Ability to manage multiple projects and priorities simultaneously
• Professional customer-service focus internally and externally including Financial Advisors
• Attention to detail for billing, fee collection and project completion
• Maintain accurate documentation and metrics for all technical questions
• Sound judgment, discretion, and integrity
• Ability to assess issues, stay composed under pressure, and respond thoughtfully

Remote working requirements

• Ability to build rapport remotely and work productively with limited in-person interaction
• Reliable, high-speed internet connection suitable for remote work
• Quiet, well-lit workspace with minimal distractions
• Be online and available during designated business hours in local time zone
• Familiarity with Microsoft Teams for video meetings, chat, channels, and file storage
• Familiarity with file storage and sharing tools such as Microsoft SharePoint

Benefits

• Virtual-first work philosophy
• 401(k) with up to 4% match
• Flexible PTO; time off does not accrue
• 10 paid holidays and 2 paid floating holidays
• Medical, dental and vision plan options with Definiti-subsidized premiums
• Company-paid life insurance and short-term disability insurance