Junior Defined Contribution Consultant
About the Role:
We are seeking a motivated and detail-oriented Defined Contribution Consultant with at least 3 years of experience in plan administration. This role is ideal for someone who has a solid foundation in compliance testing, is proficient with FT William software, and enjoys working directly with clients to deliver exceptional service.
Key Responsibilities:
- Support the full administration of defined contribution plans, including annual compliance and reporting.
- Perform and assist in reviewing compliance testing (ADP/ACP, Top Heavy, 410(b), 415, etc.).
- Prepare and file Form 5500 and related schedules using FT William.
- Serve as a client-facing consultant, providing timely and professional communication and support.
- Ensure plans remain compliant with IRS and DOL regulations, and assist with corrective actions when necessary.
- Collaborate with internal teams and external partners to resolve plan-related issues.
- Assist with audit preparation and respond to regulatory inquiries as needed.
Qualifications:
- Minimum 3 years of experience in defined contribution plan administration.
- Strong client-facing experience with excellent communication and interpersonal skills.
- Proficiency with FT William software is required.
- Working knowledge of retirement plan compliance and regulatory requirements.
- Highly organized with strong attention to detail.
- ASPPA or CEBS coursework or credentials are a plus.
What We Offer:
- A supportive and collaborative team environment.
- Opportunities for professional growth and development.
- Competitive compensation and benefits.
- Flexible work arrangements.
FAQs
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