Consulting with large defined contribution clients on strategies to align retirement benefit programs with business objectives and goals under regulatory requirements
Facilitating strategic discussions with clients to understand their retirement plan needs
Developing, implementing, and delivering projects that provide solutions for those requirements
Working in a team-focused and dynamic environment
Applying skills to help engage associates and encourage a satisfying and productive work atmosphere
Bringing a unique blend of resilience, initiative, and critical thinking to thrive in fast-paced, ambiguous environments
Taking ownership of challenges and opportunities with a strong predisposition toward action and continuous improvement
Approaching problems with curiosity and creativity for innovative solutions

Bachelor's Degree, preferably in mathematics, economics, business, or another quantitatively thorough subject
6+ years of experience in retirement benefits industry and/or consulting large companies
QKA, QKC, or CEBS exams (a plus)
Well-practiced knowledge of qualified Defined Contribution plan program design, legislative and regulatory requirements (ERISA/ IRS/DOL), and plan administration
Experience and/or strong understanding in ascertaining employer plan allocations (e.g., match, true-up and/or non-elective contributions) and performing annual nondiscrimination testing for defined contribution plans
Experience with reading and interpreting qualified plan documents, SPDs, and other required employee benefit plan material
Strong capability to balance and prioritize multiple projects in a fast-paced work environment
Strong critical thinking and problem-solving skills
Strong oral and written communication skills
Experience with IRS/DOL correction programs and submissions (a plus)

Comprehensive health care coverage
Emotional well-being support
Market-leading retirement
Generous paid time off
Parental leave
Charitable giving employee match program
Educational assistance including student loan repayment, tuition reimbursement, and learning resources

Defined Contribution Consultant

Key skills