Consultant

🕒 January 30

🔔 Pennsylvania – Remote

🔔 Pennsylvania – Remote

⏰ Full Time

🟢 Junior

🟡 Mid-level

💼 Consultant

🚫👨‍🎓 No degree required

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Definiti LLC

WebsiteLinkedInAll Job Openings

201 - 500 employees

💸 Finance

🤝 B2B

🏢 Enterprise

Finance • B2B • Enterprise

Definiti LLC is a company specialized in providing comprehensive retirement plan solutions and services aimed at employers and financial advisors. They offer a range of services including 401(k) plan management, cash balance plans, actuarial services, and compliant plan recordkeeping solutions. Definiti positions itself as an expert in simplifying the complexities associated with workplace retirement plans, ensuring compliance and delivering customized solutions that fit businesses of varying sizes. The company is keen on providing top-notch pension administration services and building financial security for employees.

📋 Description

• Primary contact for Plan Sponsors and Financial Advisors as it relates to 3(16) • Work directly with Retirement Plan Consultants to make sure 3(16) requirements are met • Creation of 3(16) annual letter – ensuring all 3(16) services were completed • Authorized signer for distributions and loans as required • Actively manage projects and tasks in PensionPro workflow system • Monitor/track upcoming eligibility calculations, fund change notices, annual notice distribution, and other items to ensure deadlines are meet • Distribute newly eligible materials and required notices • Oversee Payroll Submission, Payroll Monitoring and Loan Monitoring • Upload year end annual census • Represent the company on 3(16) client calls and meetings • Share pertinent industry knowledge with 3(16) Administrators and other staff

🎯 Requirements

• High school diploma or GED required • 2 years or more experience in retirement industry required • Direct client contact required • 3(16) fiduciary services preferred • Experience in a workflow system such as PensionPro, Pension Pal or similar preferred • Intermediate MS skills to include Outlook, Word, PowerPoint, and Excel; ability to navigate web-based programs

🏖️ Benefits

• A virtual-first work philosophy • 401(k) with up to 4% match • Flexible PTO allows you to take the time you need for wellness, vacations, and personal matters. We foster a trusting environment where employees manage their workloads responsibly. Time off doesn’t accrue. • 10 paid holidays and 2 paid floating holidays • Paid Parental Leave • A variety of medical, dental and vision plan options including Definiti subsidized premiums • Company-paid life insurance and short-term disability insurance • Bonus plan eligibility