Defined Benefit Consultant

23 hours ago

Washington, United States Ascensus Full time

FuturePlan is the nation’s largest third-party administrator (TPA) of retirement plans, partnering with advisors in all 50 states. FuturePlan delivers the best of both worlds: high-touch personalized service from local TPAs backed by the strength and security of a large national firm, Ascensus. Our roots go back decades, with nearly 30 outstanding legacy firms now joined together to deliver unmatched levels of service, innovation and expertise to a fast-growing client base from coast to coast. The FuturePlan team includes more than 500 credentialed plan professionals, 60 actuaries, and one of the industry’s largest in-house ERISA teams. Learn more at FuturePlan.com. Job Summary: Serve as a resource to plan sponsors and financial advisors for matters related to defined benefit and defined contribution ERISA compliance, plan design and governmental reporting. This position serves as the retirement plan expert on DC and DB plans on testing, 5500, loans and distributions and comprehends plan design and can assist on plan operation and document updates. A Defined Benefit Pension Consultant is able to handle client meetings both in person and via phone. Section 2: Job Functions, Essential Duties and Responsibilities Provide exceptional customer service, including problem solving with minimal inconvenience to clients Provide effective and timely verbal and written communications in a clear, concise and informative written manner Assist the client with all initial and ongoing plan design and document support Assist the client in meeting all IRS and Department of Labor deadlines necessary for qualified retirement plan Maintain up-to date knowledge of present legislation and proposed legislative changes with regard to ERISA law through self study and company-sponsored training sessions Accountable for most all aspects of actuarial valuation reports, participant statements, Annual Funding Notice, and AFTAP preparation Review or perform, as needed, the annual testing for plans, including ADP/ACP, Top Heavy, 410(b), 415, 401(a)(4), 401(a)(26), deductibility, and 402(g) Prepare benefit calculations and review distribution paperwork Review loan paperwork and coordinate processing of loans with asset holder Review or prepare Form 5500, draft Schedule SB for actuary, and coordinate with plan sponsor to help ensure timely filing Review or prepare annual PBGC premium filings Assist in preparation of PBGC termination filings Assist auditors if a plan is subject to an annual audit Under the direction of management, assist IRS, DOL and PBGC auditors, if the plan is subject to an IRS, DOL or PBGC audit Coordinate with all applicable parties, both internal and external, to ensure accurate takeover process for new clients including set up to match prior valuation As applicable, work with Actuarial Analysts, Enrolled Actuaries, or solely to coordinate and oversee activities that will ensure timely and accurate completion of a large book of business Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients. Our I-Client service philosophy and our Core Values of People Matter, Quality First and Integrity Always® should be visible in your actions on a day to day basis showing your support of our organizational culture. Assist with other tasks and projects as assigned Section 3: Experience, Skills, Knowledge Requirements Bachelors degree required. Math related degree preferred. Minimum 6 years of ERISA defined benefit and defined contribution experience in the retirement industry Experience in evaluation of financial data required Cash Balance Plan experience highly preferred. QPA, QKA, CPC and / or actuarial exam progress preferred Experience in ASC software desirable, but not required Strong Word, Excel, and Outlook skills Strong written and oral communication skills Strong evaluation and problem solving skills Strong attention to detail and the ability to prioritize, manage tasks and meet in conjunction with business operations, including related ERISA compliance matters Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate from @ascensus.com or @futureplan.com email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website. Ascensus provides equal employment opportunities to all associates and applicants for employment without regard to ancestry, race, color, religion, sex, (including pregnancy, childbirth, breastfeeding and/or related medical conditions), gender, gender identity, gender expression, national origin, age, physical or mental disability, medical condition (including cancer and genetic characteristics), marital status, military or veteran status, genetic information, sexual orientation, criminal conviction record or any other protected category in accordance with applicable federal, state, or local laws (“Protected Status”).

  • Lead Benefits Consultant

    2 weeks ago

    Washington, United States Aon Full time

    Health Solutions Senior Vice President - Large Market - (DC/Baltimore/Richmond office) Do you possess deep subject matter expertise in the benefits space, consulting with clients on their annual employee health benefits strategy? If so, this might be the role for you! This is a hybrid role with flexibility to work both virtually and from our...

  • Lead Benefits Consultant

    3 weeks ago

    Washington, United States Aon Full time

    Health Solutions Senior Vice President - Large Market - (DC/Baltimore/Richmond office) Do you possess deep subject matter expertise in the benefits space, consulting with clients on their annual employee health benefits strategy? If so, this might be the role for you! This is a hybrid role with flexibility to work both virtually and from our...

  • PeopleSoft Functional Consultant

    5 months ago

    Washington, United States TWO95 International Full time

    Title: PeopleSoft Functional Consultant Location: Washington, DC Duration: 6+ Months The PeopleSoft Functional Consultant should perform professional duties related to the review, assessment, and development of business processes as they relate to IT applications. Focus is on the effective implementation of business processes, usability and accuracy within...

  • Business Consultant

    6 days ago

    Washington, United States Censeo Consulting Group Full time

    About the PositionWe are seeking a skilled Business Consultant to join our team at Censeo Consulting Group. As a key member of our consulting team, you will work closely with clients to identify and address complex business challenges.Company OverviewCenseo Consulting Group is a top Washington D.C. based management consulting firm dedicated to helping public...

  • Executive Director of Digital Engineering Solutions

    6 days ago

    Washington, United States Nava Public Benefit Corp Full time

    About Nava Public Benefit CorpNava Public Benefit Corp is a consultancy and public benefit corporation dedicated to simplifying government services, making them effective, and accessible to all. Since 2013, federal, state, and local government agencies have trusted Nava to build transformative digital services that help people access public benefits.Our...

  • Digital Transformation Consultant

    7 days ago

    Washington, Washington, D.C., United States Blue Rose Consulting Group, Inc. Full time

    About Blue Rose Consulting Group, Inc.Blue Rose Consulting Group, Inc. is a leading consulting firm that provides expert services to federal clients. We are currently seeking a highly skilled Digital Transformation Consultant to join our team.Job SummaryWe are looking for a seasoned professional with experience in ServiceNow and Software Development Life...

  • Managing Consultant

    7 days ago

    Washington, United States Korn Ferry Full time

    Korn Ferry is a global organizational consulting firm. We help clients synchronize strategy and talent to drive superior performance. We work with organizations to design their structures, roles, and responsibilities. We help them hire the right people to bring their strategy to life. And we advise them on how to reward, develop, and motivate their...

  • Software Engineering Consultant

    6 days ago

    Washington, United States SoundWay Consulting Inc. Full time

    Job OverviewWe are seeking a skilled Software Engineer to join our team at SoundWay Consulting Inc. as a Software Engineering Consultant.About UsSoundWay Consulting Inc. is a leading provider of Information Technology (IT), Mission Support, and Cybersecurity Compliance & Certification solutions and services to support and advance National Security and...

  • Vice President of Engineering

    4 weeks ago

    Washington, United States Nava Public Benefit Corp Full time

    About NavaNava is a consultancy and public benefit corporation working to make government services simple, effective, and accessible to all. Since 2013, federal, state, and local government agencies have trusted Nava to build transformative digital services to help people access public benefits. Meeting our mission is an opportunity to restore trust between...

  • Senior Consultant

    3 weeks ago

    Washington, United States Econone Full time

    Senior ConsultantHave you navigated the realm of litigation consulting for the past 8+ years and find yourself pondering the next chapter in your career journey – one defined by leaving a lasting legacy? While you've collaborated with accomplished peers, is there a persistent desire for a more profound impact? Do you sense a shift in your purpose and...

  • Consultant

    3 weeks ago

    Washington, United States The Fannie Mae Full time

    Strategy Advisor/Consultant - Enterprise Strategy (Flexible Hybrid)Full-timeTarget Hiring Range (1): 135000Target Hiring Range (2): 176000At Fannie Mae, futures are made. The inspiring work we do helps make a home a possibility for millions of homeowners and renters. Every day offers compelling opportunities to impact the future of the housing industry while...

  • Consultant

    3 weeks ago

    Washington, United States The Fannie Mae Full time

    Strategy Advisor/Consultant - Enterprise Strategy (Flexible Hybrid)Full-timeTarget Hiring Range (1): 135000Target Hiring Range (2): 176000At Fannie Mae, futures are made. The inspiring work we do helps make a home a possibility for millions of homeowners and renters. Every day offers compelling opportunities to impact the future of the housing industry while...

  • Senior Business Systems Consultant

    7 days ago

    Washington, United States InterSources Full time

    Job OverviewA highly skilled Senior Business Systems Consultant is sought to analyze and develop requirements for software development, test, and delivery. This role involves capturing, verifying, and managing requirements, as well as working with stakeholders to define system objectives based on user needs.Key Responsibilities• Develop detailed systems...

  • Global Benefits Analyst

    1 week ago

    Washington, United States Lockton, Inc. Full time

    Job Summary: Major Responsibilities: Support Consultants in providing client services for an assigned book of global employee benefits business. Client services are defined as providing administrative, technical and research support for Lockton’s Global Benefits Practice and coordinating special projects as assigned. General Duties Include: Assist...

  • PMO Consultant

    4 days ago

    Washington, United States Genesis Consulting Partners, LLC Full time

    Job Description Job Summary: Genesis Consulting is seeking a PMO Consultant with expertise in business transformation and technological integration for our GSA ETSNext initiative. This role involves utilizing advanced methodologies like Lean, Agile, Kanban, and SAFe to manage complex teams responsible to develop, deliver, and support applications aimed at...

  • Consultant

    2 weeks ago

    Washington, United States Palladium Full time

    Consultant: Spanish-English Translator for the Data, Informatics and Analytical Solutions DivisionCompany Overview:About Palladium - Palladium is a global leader in the design, development and delivery of Positive Impact - the intentional creation of enduring social and economic value. We work with governments, businesses, and investors to solve the...

  • Data Management Consultant

    3 days ago

    Washington, Washington, D.C., United States Blue Altair Full time

    At Blue Altair, we're transforming the digital universe one star at a time.We're seeking a seasoned Data Management Consultant to join our vibrant team driving digital change. As a trusted partner in digital transformation, we offer abundant opportunities for you to achieve, excel, and surpass even your own expectations.**Job Overview:**The ideal candidate...

  • PeopleSoft Functional Consultant

    13 hours ago

    Washington, DC, United States Two95 International Inc. Full time

    Title: PeopleSoft Functional Consultant Location: Washington, DC Duration: 6+ Months The PeopleSoft Functional Consultant should perform professional duties related to the review, assessment, and development of business processes as they relate to IT applications. Focus is on the effective implementation of business processes, usability and accuracy...

  • Genesis Consulting Partners, LLC | PMO Consultant | washington

    4 days ago

    washington, United States Genesis Consulting Partners, LLC Full time

    Job Description Job Summary:Genesis Consulting is seeking a PMO Consultant with expertise in business transformation and technological integration for our GSA ETSNext initiative. This role involves utilizing advanced methodologies like Lean, Agile, Kanban, and SAFe to manage complex teams responsible to develop, deliver, and support applications aimed at...

  • Genesis Consulting Partners, LLC | PMO Consultant | washington

    3 days ago

    washington, United States Genesis Consulting Partners, LLC Full time

    Job Description Job Summary:Genesis Consulting is seeking a PMO Consultant with expertise in business transformation and technological integration for our GSA ETSNext initiative. This role involves utilizing advanced methodologies like Lean, Agile, Kanban, and SAFe to manage complex teams responsible to develop, deliver, and support applications aimed at...