skillventory - A Leading Talent Research Firm

Defined Contribution Consultant

skillventory - A Leading Talent Research Firm

full-time

Posted on:

Location Type: Hybrid

Location: Westlake • California • Colorado • United States

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Salary

💰 $89,000 - $180,000 per year

About the role

  • 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

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
  • 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)
Benefits
  • 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
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
retirement benefitsdefined contribution plan designlegislative requirementsregulatory requirementsnondiscrimination testingplan administrationreading plan documentsinterpreting SPDsproject managementdata analysis
Soft Skills
critical thinkingproblem-solvingcommunicationteamworkinitiativeresiliencecuriositycreativityownershipprioritization
Certifications
Bachelor's DegreeQKAQKCCEBS