Defined Contribution Consultant
About The Position
As a Consultant in Workplace Consulting (Retirement Practice), you will be consulting with large defined contribution clients on strategies to align retirement benefit programs with business objectives and goals under overarching ERISA or other regulatory requirements. This includes facilitating strategic discussions with clients to understand their retirement plan needs, then developing, implementing, and delivering projects which solution for those requirements. While working in a team-focused and dynamic work environment, you will have an opportunity to apply your skills to help engage associates and encourage a satisfying and productive work atmosphere. You will bring a unique blend of resilience, initiative, and critical thinking that enables you to thrive in fast-paced, ambiguous environments. A self-starter who takes ownership of challenges and opportunities alike, with a strong predisposition toward action and continuous improvement. High-reaching and Creative: Approach problems with curiosity and creativity, always looking for innovative solutions and new ways to add customer value. Standout Colleague: Work well across teams, valuing varied perspectives and encouraging a culture of trust and shared success. Resourceful and Organized: Adept at balancing multiple priorities—while staying focused and organized. Proactive and Curious: Take initiative, ask thoughtful questions, and actively seek out learning opportunities to grow. Thrive in ambiguous situations: Succeed in settings where the direction may not be straightforward, relying on astute reasoning and flexibility to maneuver through uncertainty. Strong Communicator: Bring clarity and confidence to both written and verbal communication, ensuring alignment and momentum across collaborators.
Requirements
- 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.
- 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
Nice To Haves
- QKA, QKC, or CEBS exams
- Experience with IRS/DOL correction programs and submissions
Responsibilities
- Consulting with large defined contribution clients on strategies to align retirement benefit programs with business objectives and goals under overarching ERISA or other regulatory requirements.
- Facilitating strategic discussions with clients to understand their retirement plan needs
- Developing, implementing, and delivering projects which solution for those requirements.
- Apply your skills to help engage associates and encourage a satisfying and productive work atmosphere.
Benefits
- comprehensive health care coverage and emotional well-being support
- market-leading retirement
- generous paid time off and parental leave
- charitable giving employee match program
- educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Number of Employees
101-250 employees
