Defined Contribution Consultant

Location: Orlando, FL, United States
Job Number: 3873

CompanyHighlights

20+ years strong, this firm is a full-service, independent retirement consulting firm specializing in creative design and implementation of client-focused retirement benefits programs.
Unique to the industry, this team is comprised of fully credentialed, forward-thinking retirement specialists, actuaries, and ERISA attorneys that bring fresh perspectives and insights to the full process.
This form offers best-in-class service that is renowned for exceeding client expectations.

Benefits and Features

The Role You Will Play

The Defined Contribution Consultant will consult with clients and prospective clients (both as primary contact or escalated resource) regarding retirement plan issues and design alternatives.
This role is tasked with Plan Administration – with extensive knowledge and review of compliance testing (ADP/ACP) as well as 410(b), 401(a)(4), etc.), preparation of valuation reports, and identification of future design.
The Defined Contribution Consultant is responsible for valuation (both through investment platforms and brokerage accounts) as well as processing Government Forms (IRS Form 5500 and related schedules).
The Defined Contribution Consultant is entrusted to delegate and review work of Defined Contribution analysts or associates.

Community Highlights

The Defined Contribution Consultant role can be based out of Florida or Connecticut.
These regions are rich in culture, arts, dining, and entertainment plus they offer a multitude of educational options.
Connecticut is a nature-lovers sanctuary with plenty to explore in picturesque parks and rivers.
Florida is “the sunshine state” filled with recreational activities to suit all interests.

Background Profile