Manager, Combo Retirement Plan Consulting

6 days ago

Erie, United States Definiti Full time
Job Type

Full-time

Description

Why join our team at Definiti? If you enjoy tackling challenges and believe in delivering exceptional client service, Definiti may be perfect for you. You can make a difference by helping to improve and secure many retirements, while also helping to grow a dynamic organization. Most roles are fully remote, so you need to be comfortable using technology, be productive in a home office with a reliable internet connection to stay in touch with your team and deliver high-quality service to our clients. Definiti supports your professional growth through comprehensive training and industry credentials and certifications.

Definiti is a national retirement services company that helps clients manage and administer their retirement plans. We help clients define what's possible and what's next for their retirement plans.

PURPOSE OF POSITION

The Manager of Combo Retirement Plan Consulting is a role designed for a motivated, detail-oriented retirement plan professional with strong leadership skills. Within the Cash Balance team, the Manager will oversee a team of combo retirement plan consultants (CRPC) and be responsible for managing workflow and ensuring deadlines, service, and compliance expectations are met. This role requires in-depth knowledge of both Cash Balance and 401(k) plans and the ability to coach and develop staff.

PRIMARY DUTIES AND RESPONSIBILITIES
  • Manage a team of 8-12 combo retirement plan consultants (CRPC)
  • Motivate, lead, and support team members to provide excellent customer service while meeting internal and regulatory deadlines
  • Interface with Actuarial Analysts and Analysts on a regular basis to coordinate continuous and holistic process improvement Clearly document CRPC processes and update as needed
  • Resolve and provide solutions for internal questions and issues that arise within team
  • Communicate with clients, financial advisors, CPAs, and other professionals on escalated service or compliance related items regarding the team of consultants.
  • Develop procedures that will improve efficiency between CRPC's, and Actuarial staff and make recommendations for changes, and assist in implementing changes within the team
  • Train and mentor CRPC staff and new hires.
  • Be a subject matter expert in combo plan administration (DC & DB) compliance testing and consulting.
  • Monitor CRPC productivity and work completion
  • Create reports monthly documenting CRPC work progress using PensionPro and provide to Director, Defined Benefit Administration.
  • Assist team with ASC software related questions surrounding Cash Balance and 401(k) plan administration
  • Review and approve billing for all DC plans within the Cash Balance Team.
  • Point of contact for a small block of key client relationships on the team
  • Lead special projects and initiatives as needed
  • Perform annual performance reviews and set personal goals for CRPC's to achieve


Requirements

COMPETENCIES REQUIRED
  • Expert knowledge of DC and DB stand alone and combo plan testing. Including minimum and maximum funding rules, ADP/ACP, 401(a)26, 415, 410(b), Top Heavy and 401(a)(4) non-discrimination testing
  • Ability to manage staff located in remote locations
  • Coach, motivate, and mentor employees to achieve company goals in a results-oriented team environment
  • Key contributor to the improvement of the company's operations processes and procedures
  • Must be detailed and possess strong organizational skills
  • Time management focused adhering to deadlines and timelines
  • Ability to analyze complex situations and provide solutions
  • High proficiency with Microsoft Office applications
  • Demonstrated excellence in written and verbal communication
  • Conveys a professional and positive attitude while leading a team in a fast-paced environment

EDUCATION AND QUALIFICATIONS
  • High school diploma or GED required
  • 3+ years of training, supervisory and/or management experience in the 401(k)/Cash Balance Combo Plan environment
  • 3+ years of experience with preparing actuarial valuations and combo compliance testing within ASC software required
  • Broad knowledge of the retirement plan industry
  • ASPPA and/or ERPA designation preferred


REMOTE WORKING REQUIREMENTS

As a remote-first company, we have compiled expectations for a successful remote work environment:
  • Ability to build rapport with others remotely while working productively with limited in-person interaction
  • Have access to a reliable and consistently strong, high-speed internet connection suitable for remote work. A stable, high-speed internet connection is essential for effective communication, collaboration, and productivity while working remotely
  • 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. We utilize many Microsoft Teams features (such as Channels and file storage) for announcements, relevant conversations, and file sharing. Familiarity with Microsoft Teams is a plus
  • Accustomed with file-storage and file-sharing tools such as Microsoft SharePoint

BENEFITS

Definiti has a dynamic, growth-focused culture, and we are committed to offering attractive employee-centric benefits, including:
• A virtual-first work philosophy
• 401(k) with up to 4% match
• Generous paid time off starting with four weeks, in addition to 9 paid holidays and 2 paid floating holidays
• 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

  • Retirement Plan Consultant

    3 days ago

    Erie, United States Definiti Full time

    Job Type Full-time Description Why work at Definiti? If you consider yourself a problem solver and appreciate working autonomously, a career at Definiti may be perfect for you. You'll be able to directly contribute to the security and success of meaningful retirements for thousands while helping build a growing company. Most positions are fully remote, which...

  • Class A CDL Local Combo Driver

    4 weeks ago

    Erie, United States Old Dominion Freight Full time

    Class A CDL Local Combo Driver page is loaded **Class A CDL Local Combo Driver** **Class A CDL Local Combo Driver** locationsErie, PA time typeFull time posted onPosted 4 Days Ago job requisition idR-2021-5780 Old Dominion Freight Line is currently recruiting for a Driver & Dockworker to join our OD Family Culture. Based on the level of freight available,...

  • Customer Service Rep I _ Contract _ Onsite _ Erie, PA

    4 weeks ago

    Erie, United States Kaeppel Consulting Full time

    Job DescriptionJob DescriptionKaeppel Consulting is looking for a "Customer Service Rep I/First Notice of Loss (FNOL) Representative I" to work for a client in the Insurance industry. The minimum requirements are a high school degree or combo of contact center, claims handling or office management clerical experience. We also look for a customer service...

  • Customer Service Rep I _ Contract _ Onsite _ Erie, PA

    2 weeks ago

    Erie, Pennsylvania, United States Kaeppel Consulting, LLC Full time

    Kaeppel Consulting is looking for a "Customer Service Rep I/First Notice of Loss (FNOL) Representative I" to work for a client in the Insurance industry. The minimum requirements are a high school degree or combo of contact center, claims handling or office management clerical experience. We also look for a customer service background. If you've worked in...

  • Sales Consultant

    1 week ago

    Erie, United States Southern Glazer's Wine & Spirits Full time $32,000 - $38,000

     Position: Sales Consultant (American Spirits) - Erie, PADuties:Build positive, credible, lasting customer relationships based on trustDiscover and identify customer business growth needsDevelop a customer business growth plan for each account and build a pipeline of selling opportunities to drive incremental sales above base businessAnalyze data and...

  • Mortgage Consultant

    4 weeks ago

    Erie, United States Erie Federal Credit Union Full time

    Job DescriptionJob DescriptionGENERAL SUMMARYServe as Erie Federal Credit Union's Purchase and Refinance Mortgage Professional. Provide five-star service to borrowers and realtors for real estate transactions.Work directly with EFCU's Mortgage Underwriting Department while developing and implementing process workflows and successful communication...

  • Controls Engineering II

    3 weeks ago

    Erie, United States Aditi Consulting Full time

    Summary: Engineer who can test Battery Electric Locomotive component and Drives control. The engineer need to be keen and knowing power electronics - Inverters, DC-DC converters, Diodes, contactors, capacitors and controls of drives and motors. Good basics on electricals and controls will help the engineer to test and contribute to the business. Engineer...

  • Behavior Consultant

    1 month ago

    Erie, United States CONCERN Full time

    Job DescriptionJob DescriptionAre you looking to encourage growth and promote positive, healthy lives? CONCERN is a non-profit human services organization dedicated to providing child welfare, juvenile justice, and behavioral health services to children and their families. Since 1978, CONCERN has brought hope, offered opportunity, and inspired change in the...

  • Behavior Consultant

    4 weeks ago

    Erie, United States CONCERN Full time

    Job DescriptionJob DescriptionAre you looking to encourage growth and promote positive, healthy lives? CONCERN is a non-profit human services organization dedicated to providing child welfare, juvenile justice, and behavioral health services to children and their families. Since 1978, CONCERN has brought hope, offered opportunity, and inspired change in the...

  • LCSW Behavioral Health Consultant

    2 months ago

    Erie, United States Community Health Net Full time

    Summary Provides consultation to primary care team, including the patients’ medical, dental, and psychiatric providers.  Responsible for supporting and coordinating the mental and physical health care of Community Health Net patients’ medical provider and consulting psychiatrist. Essential Duties and Responsibilities Perform Behavioral Health...

  • LCSW Behavioral Health Consultant

    2 weeks ago

    Erie, Pennsylvania, United States Community Health Net Full time

    Summary Provides consultation to primary care team, including the patients' medical, dental, and psychiatric providers. Responsible for supporting and coordinating the mental and physical health care of Community Health Net patients' medical provider and consulting psychiatrist. Essential Duties and Responsibilities Perform Behavioral Health consultation for...

  • LCSW Behavioral Health Consultant

    2 weeks ago

    Erie, United States Community Health Net Full time

    Summary Provides consultation to primary care team, including the patients’ medical, dental, and psychiatric providers.  Responsible for supporting and coordinating the mental and physical health care of Community Health Net patients’ medical provider and consulting psychiatrist. Essential Duties and Responsibilities Perform Behavioral Health...

  • Controls Engineering I

    1 month ago

    Erie, United States Aditi Consulting Full time

    Summary: The System Controls Engineering Contractor will work as part of the Engineering team. Primarily help document controls, process test data. Essential Responsibilities Create applicable documentation of control systems and subsystems. Analyze and process Test Data. Compare with simulation data. Create Control diagrams using Visio and/or...

  • Controls Engineering I

    4 weeks ago

    Erie, United States Aditi Consulting Full time

    Summary: The System Controls Engineering Contractor will work as part of the Engineering team. Primarily help document controls, process test data. Essential Responsibilities Create applicable documentation of control systems and subsystems. Analyze and process Test Data. Compare with simulation data. Create Control diagrams using Visio and/or...

  • Key Account Sales Consultant

    4 weeks ago

    Erie, United States MSC Full time

    Build a better career with MSC. Serving customer and community starts with the very best people doing their very best work. That is precisely what we have at MSC Industrial Supply Co., a leading North American distributor of metalworking and maintenance, repair, and operations (MRO) products and services. Watch HERE to find out why you should work at MSC and...

  • Associate Behavior Consultant

    1 month ago

    Erie, United States Barber National Institute Full time

    New Hire Sign-On Bonus $4,000 Enjoy a fulfilling career addressing the behavioral needs of children and adolescents in the Intensive Behavioral Health Services (IBHS) program. Complete behavioral assessments including FBAs to determine the behavioral health needs of children and adolescents on your caseload under the direction of a BCBA. Develop, monitor,...

  • Associate Behavior Consultant

    4 weeks ago

    Erie, United States Barber National Institute Full time

    New Hire Sign-On Bonus $4,000 Enjoy a fulfilling career addressing the behavioral needs of children and adolescents in the Intensive Behavioral Health Services (IBHS) program. Complete behavioral assessments including FBAs to determine the behavioral health needs of children and adolescents on your caseload under the direction of a BCBA. Develop, monitor,...

  • Controls Engineering I

    2 weeks ago

    Erie, Pennsylvania, United States Aditi Consulting Full time

    Summary:The System Controls Engineering Contractor will work as part of the Engineering team. Primarily help document controls, process test data.Essential ResponsibilitiesCreate applicable documentation of control systems and subsystems.Analyze and process Test Data. Compare with simulation data.Create Control diagrams using Visio and/or Simulink.Minimum...

  • Sales Consultant

    2 days ago

    Erie, United States Adda Infusion LLC Full time

    Job DescriptionJob DescriptionDescription:Location: Signature Windows + Doors Boulder (Hybrid)At Signature Windows + Doors, we have defined what we call “The Signature Difference”:Superior Window + Door People that deliver excellenceand provide the best experience to the clientand for the team.Our commitment to excellence extends beyond our products. It...

  • Sales Consultant

    4 weeks ago

    Erie, United States Adda Infusion LLC Full time

    Job DescriptionJob DescriptionDescription:Location: Signature Windows + Doors Boulder (Hybrid)At Signature Windows + Doors, we have defined what we call “The Signature Difference”:Superior Window + Door People that deliver excellenceand provide the best experience to the clientand for the team.Our commitment to excellence extends beyond our products. It...