Definiti LLC · 1 month ago
Retirement Plan Consultant
United States
Full-time
Remote
Mid Level
2+ years expDefiniti LLC is a national retirement services company dedicated to helping clients manage and administer their retirement plans. The Retirement Plan Consultant will establish and maintain trusted relationships with clients, manage day-to-day operations of client plans, and ensure compliance with regulations while delivering tailored solutions.
ConsultingFinanceWellnessFinancial ServicesRetirement
Responsibilities
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
Qualification
Required
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
Have access to a reliable and consistently strong, high-speed internet connection suitable for remote work
Designate a quiet, and well-lit space free of as many distractions as possible
Be online and available to work during designated business hours in local time zone
Accustomed to using Microsoft Teams (or similar virtual-meeting applications) to meet with colleagues regularly on video and use the chat feature for quick communications
Accustomed with file-storage and file-sharing tools such as Microsoft SharePoint
Benefits
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. We foster a trusting environment where employees manage their workloads responsibly. 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
Company
Definiti LLC
From 401(k) plan design and administration, compliance and actuarial consulting, to pension outsourcing, recordkeeping and 3(16) fiduciary services, Definiti helps organizations deliver smart retirement solutions to their employees.
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
unknown2023-02-02Acquired
Leadership Team
Kristin Tweed-Andreski
Chief Executive Officer
Recent News
2024-02-23
Company data provided by crunchbase