Retirement Plan Consultant

🕒 il y a 3 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

• Review, interpret, and advise on Plan Documents, Amendments, Notices, and Summary Plan Descriptions. • Manage relationships and consult with clients to oversee annual administration and special projects, as outlined in the scope of services. • Collaborate with Plan Sponsors, Recordkeepers, Financial Advisors, and Auditors to deliver tailored solutions that help clients maintain their qualified plans. • Analyze plan provisions and census data to determine eligibility, key/highly compensated employees, and input relevant data. • Perform contribution allocation calculations, including Match, Safe Harbor, Top Heavy, Profit Sharing, New Comparability, and income allocations for unincorporated businesses. • Conduct ADP/ACP, Coverage, Top Heavy, Non-discrimination, and other Compliance Testing, including corrective actions for failed tests and projected testing. • Prepare and reconcile trust accounting records. • Prepare Valuation and Compliance Reports. • Handle government form preparation, including Form 5500, Form 8955-SSA, & Form 5330. • Provide audit support for large plans. • Conduct annual administration reviews with Plan Sponsors and Advisor, as needed. • Complete plan specifications with recordkeepers when changes are made to plan provisions. • Continuously expand expertise and stay informed on relevant regulations. • Assist with other plan administration inquiries as required. • Actively contribute to the development and enhancement of processes and procedures, valuing creativity and innovation.

🎯 Exigences

• High School Diploma or GED required • Minimum 2 years of experience in a financial services operations environment • Broad knowledge of the retirement plan industry, willingness to obtain ASPPA QKA designation or NIPA equivalent • Exhibit strong consultative abilities to guide decision-making and problem-solving. • Demonstrate exceptional attention to detail and highly developed organizational skills. • Display excellence in both written and verbal communication. • Prioritize time management to meet deadlines and maintain project timelines. • Maintain a professional and positive demeanor when interacting with colleagues. • Ensure timely follow-up on outstanding items with internal teams. • Proficient in reconciliation processes to ensure accuracy and integrity of data. • Thrive in both independent and team-based work environments, especially in fast-paced settings. • Possess strong analytical skills to assess situations, provide effective solutions, and reconcile discrepancies.

🏖️ Avantages

• A virtual-first work philosophy for most jobs • 401(k) with up to 4% match • Flexible PTO allows you to take the time you need for wellness, vacations, and personal matters. • Time off doesn’t accrue. • 12 paid holidays, 2 paid floating holidays, and your birthday is a holiday • 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