Senior Defined Contribution Consultant
About the Role:
We are looking for an experienced and client-focused Defined Contribution Consultant with at least 7 years of hands-on experience in full-scope plan administration. The ideal candidate will have a strong background in compliance testing, deep familiarity with FT William software, and a proven ability to communicate effectively with clients.
Key Responsibilities:
- Oversee end-to-end administration of defined contribution plans, ensuring accuracy and compliance.
- Conduct and review complex compliance testing (ADP/ACP, Top Heavy, 410(b), 415, etc.).
- Prepare and file Form 5500 and related schedules using FT William.
- Serve as the primary point of contact for clients, providing expert guidance and responsive support.
- Interpret and apply IRS and DOL regulations to ensure plan compliance and recommend corrective actions when needed.
- Collaborate with internal teams and external partners to resolve plan issues and deliver high-quality service.
- Support audits and regulatory inquiries with thorough documentation and professional communication.
Qualifications:
- Minimum 7 years of experience in defined contribution plan administration.
- Strong client-facing experience with the ability to build and maintain professional relationships.
- Proficiency with FT William software is required.
- In-depth knowledge of retirement plan compliance and regulatory requirements.
- Excellent communication, problem-solving, and organizational skills.
- ASPPA or CEBS credentials are a plus.
What We Offer:
- A collaborative and supportive team environment.
- Opportunities to work with a diverse client base.
- Competitive compensation and benefits.
- Flexible work arrangements.
FAQs
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