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Manager, Retirement Plan Consulting Expert

2 months ago

Erie, Pennsylvania, United States Definiti Full time
About the Role

Definiti is a national retirement services company that helps clients manage and administer their retirement plans. We are seeking a highly motivated and detail-oriented professional to join our team as a Manager of Combo Retirement Plan Consulting.

Key Responsibilities
  • Manage a team of 8-12 combo retirement plan consultants (CRPC) and oversee workflow to ensure deadlines, service, and compliance expectations are met.
  • Motivate, lead, and support team members to provide excellent customer service while meeting internal and regulatory deadlines.
  • Interface with Actuarial Analysts and Analysts 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 the team.
  • Communicate with clients, financial advisors, CPAs, and other professionals on escalated service or compliance related items.
  • Develop procedures to improve efficiency between CRPCs and Actuarial staff, and make recommendations for changes.
  • 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 documenting CRPC work progress 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 CRPCs to achieve.
Requirements
  • 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 combo compliance testing required.
  • ASC strongly preferred.
  • Broad knowledge of the retirement plan industry.
  • ASPPA and/or ERPA designation preferred.
Remote Working Requirements
  • 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.
  • Designate a quiet, well-lit space free of distractions.
  • 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.
  • Accustomed with file-storage and file-sharing tools such as Microsoft SharePoint.
Benefits
  • 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.