Consultant

🕒 il y a 4 mois

🔔 Pennsylvania – Distant

🔔 Pennsylvania – Remote

⏰ Temps Plein

🟢 Junior

🟡 Intermédiaire

💼 Consultant

🚫👨‍🎓 Aucun diplôme requis

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Definiti LLC

Site WebLinkedInTous les Emplois

201 - 500 employés

💸 Finance

🤝 B2B

🏢 Entreprise

Finance • B2B • Enterprise

Definiti LLC est une entreprise spécialisée dans la fourniture de solutions et de services complets pour les plans de retraite, destinés aux employeurs et aux conseillers financiers. Elle propose une gamme de services comprenant la gestion de plan 401(k), des plans à solde de caisse, des services actuariels et des solutions de tenue de registre conformes. Definiti se positionne comme un expert dans la simplification des complexités des plans de retraite en milieu de travail, en garantissant la conformité et en offrant des solutions personnalisées adaptées aux entreprises de différentes tailles. L'entreprise est déterminée à fournir des services d'administration de retraite de premier ordre et à renforcer la sécurité financière des employés.

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

🎯 Exigences

• 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

🏖️ Avantages

• 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