Senior Consultant, HCM Benefits – Advanced Compensation
Alchemy.us
Consultant
Definiti LLC
full-time
Posted on:
Location Type: Remote
Location: Remote • Pennsylvania • 🇺🇸 United States
Visit company websiteJob Level
JuniorMid-Level
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
3(16) fiduciary servicesPensionProPension PalMS OutlookMS WordMS PowerPointMS Excelworkflow managementeligibility calculationsannual census upload
Soft skills
client communicationproject managementorganizational skillsattention to detailteam collaborationindustry knowledge sharing
Certifications
high school diplomaGED
