Retirement Plan Consultant

3 months 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 provides work-life balance while working with, and for, your colleagues and clients. Definiti not only invests in the tools and retirement service technology to help you be successful in your role, but also supports your professional growth with training 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 Retirement Plan Consultant (RPC) will be responsible for the day-to-day management of an assigned caseload of client plans with a focus on smaller, less complicated plans.

Primary Duties and Responsibilities

  • Single point of contact and ownership for assigned clients
  • Provide support to Senior Retirement Plan Administrators and assist in training of Associate Retirement Plan Administrators
  • Provide support to financial advisors and referral sources
  • Ability to accurately interpret and apply plan document provisions
  • Ensure compliance with DOL and IRS requirements
  • Annual compliance testing for assigned clients (402(g), 415(c), 410(b), ADP/ACP, Plan Limits, Top Heavy, etc.)
  • Preparation and filing of Form 5500 and related schedules
  • Prepare projected and actual employer plan contribution calculations using all types of allocation methods
  • Assist clients with locating missing participants and securing ERISA bonding
  • Required Minimum Distribution (RMD) determination and processing
  • Ensure proper coordination and delivery of annual required notices
  • Represent the company on client calls and in client meetings, as needed
  • Have a working knowledge of custodian websites and processes
  • Review of Associate Retirement Plan Administrator work for assigned clients
  • Support the retirement plan implementation, conversion, de-conversion and termination processes
  • Oversee plan assignments of a minimum of 40 to maximum of 110
Requirements

Competencies Required
  • Understand requirements for QDRO support
  • Understand new comparability concepts and general testing
  • Understand basics of control and affiliated service groups
  • Understand MEPs, non-qualified plans, DB and CB plan concepts
  • High Proficiency in Microsoft Office Suite
  • Demonstrated excellence in written and verbal communication
  • Must be detailed and possess strong organizational skills
  • Time management focused adhering to deadlines and timelines
Education and Qualifications
  • High school diploma or GED required
  • Bachelor's Degree in Accounting, Finance, or related field preferred
  • Minimum 2 years of experience in a financial services operation's environment
  • Broad knowledge of the retirement plan industry, willingness to obtain ASPPA QKA designation or NIPA equivalent
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
  • Designate a quiet, and well-lit space with a fast internet connection for your workspace, free of as many distractions as possible•
  • Be online and available during designated business hours in local time zone
  • Accustomed to using Microsoft Teams or virtual-meeting applications to work with colleagues regularly on video and use the chat feature for quick communications
  • Accustomed to file-storage and file-sharing tools such as Microsoft SharePoint and Citrix ShareFile
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
  • 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

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