Consultant
Definiti LLC
full-time
Posted on:
Location Type: Remote
Location: Pennsylvania • United States
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About the role
- Primary contact for Plan Sponsors and Financial Advisors as it relates to 3(16)
- Work directly with Retirement Plan Consultants to make sure 3(16) requirements are met
- Creation of 3(16) annual letter – ensuring all 3(16) services were completed
- Authorized signer for distributions and loans as required
- Actively manage projects and tasks in PensionPro workflow system
- Monitor/track upcoming eligibility calculations, fund change notices, annual notice distribution, and other items to ensure deadlines are meet
- Distribute newly eligible materials and required notices
- Oversee Payroll Submission, Payroll Monitoring and Loan Monitoring
- Upload year end annual census
- Represent the company on 3(16) client calls and meetings
- Share pertinent industry knowledge with 3(16) Administrators and other staff
Requirements
- High school diploma or GED required
- 2 years or more experience in retirement industry required
- Direct client contact required
- 3(16) fiduciary services preferred
- Experience in a workflow system such as PensionPro, Pension Pal or similar preferred
- Intermediate MS skills to include Outlook, Word, PowerPoint, and Excel; ability to navigate web-based programs
Benefits
- A virtual-first work philosophy
- 401(k) with up to 4% match
- Flexible PTO allows you to take the time you need for wellness, vacations, and personal matters. We foster a trusting environment where employees manage their workloads responsibly. Time off doesn’t accrue.
- 10 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
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
3(16) fiduciary servicesPensionProMS OutlookMS WordMS PowerPointMS Excelworkflow managementeligibility calculationsannual notice distributionpayroll monitoring
Soft Skills
client communicationproject managementorganizational skillsattention to detailinterpersonal skills
Certifications
high school diplomaGED