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Defined Contribution Consultant

3 months ago

Orlando, United States Kalos Consulting, Inc. Full time

CompanyHighlights

  • 20+ years strong, this firm is a full-service, independent retirement consulting firm specializing in creative design and implementation of client-focused retirement benefits programs.
  • Unique to the industry, this team is comprised of fully credentialed, forward-thinking retirement specialists, actuaries, and ERISA attorneys that bring fresh perspectives and insights to the full process.
  • This form offers best-in-class service that is renowned for exceeding client expectations.

Benefits and Features

  • Competitive Compensation
  • 401(k) Profit Sharing Plan
  • Medical / Dental Insurance
  • Section 125 (cafeteria) Plan
  • Exam assistance

The Role You Will Play

  • The Defined Contribution Consultant will consult with clients and prospective clients (both as primary contact or escalated resource) regarding retirement plan issues and design alternatives.
  • This role is tasked with Plan Administration – with extensive knowledge and review of compliance testing (ADP/ACP) as well as 410(b), 401(a)(4), etc.), preparation of valuation reports, and identification of future design.
  • The Defined Contribution Consultant is responsible for valuation (both through investment platforms and brokerage accounts) as well as processing Government Forms (IRS Form 5500 and related schedules).
  • The Defined Contribution Consultant is entrusted to delegate and review work of Defined Contribution analysts or associates.

 Community Highlights

  • The Defined Contribution Consultant role can be based out of Florida or Connecticut.
  • These regions are rich in culture, arts, dining, and entertainment plus they offer a multitude of educational options.
  • Connecticut is a nature-lovers sanctuary with plenty to explore in picturesque parks and rivers.
  • Florida is “the sunshine state” filled with recreational activities to suit all interests.

Background Profile

  • 7+ years of experience in consulting on qualified retirement plans
  • Expertise in DC plans
  • Strong analytical skills
  • Highly motivated with a hunger for innovation
  • Actuarial path a plus
  • Bachelor’s Degree