Sr. Associate, Defined Contribution

Fidelity Workplace Investing-posted 4 months ago
$80,000 - $127,000/Yr
Full-time • Mid Level
Hybrid • Boston, MA
Professional, Scientific, and Technical Services
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Fidelity is well known for its outstanding investment management and benefits outsourcing services. We also offer extensive benefits consulting services consisting of design, financing, delivery, and communication of all employee benefit programs at the same high level of quality and expertise that you expect from Fidelity. We are reinventing the consulting experience for our clients through our dedication to responsiveness, expertise, and accuracy.

  • Preparing documentation for Chief Financial Officers and Human Resource Directors and/or Officers of mid to large size companies regarding their retirement and other benefit programs.
  • Managing and reviewing projects including defined contribution calculation, enhanced plan administration support, mergers & acquisitions, compliance, plan amendments and plan designs.
  • Mentoring and training associates and analysts to ensure continued development of the staff.
  • Preparing and delivering reports and client presentations.
  • Creating project plans, managing / monitoring budgets, and setting internal and client team expectations.
  • Supporting thought leadership and initiatives across the retirement practice.
  • Bachelor's Degree in Mathematics, Economics, Business, or another quantitatively rigorous subject preferred.
  • 3+ years of experience in 401(k), 403(b) industry or benefits consulting.
  • QKA, QKC or CEBS exams (a plus).
  • Superior teamwork skills.
  • Strong critical thinking and problem-solving skills.
  • Strong oral and written communication skills.
  • Strong aptitude to balance and prioritize multiple projects in a fast-paced work environment.
  • Ability to work within budgeted timeframes to maintain client profitability without sacrificing quality.
  • Strong interpersonal and leadership skills including the ability to build relationships at multiple organizational levels and work (as needed) with individuals in cross-office locations.
  • Knowledge in qualified and non-qualified defined contribution plan program design, legislative and regulatory requirements (ERISA/ IRS/DOL), and plan administration, including plans with auto-enrollment and safe harbor design features.
  • Experience and/or strong understanding in determining employer plan allocations (e.g., match, true-up and/or non-elective contributions) and performing annual nondiscrimination testing for defined contribution plans.
  • Ability to read and interpret plan documents (a plus).
  • 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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