Defined Contribution Associate

skillventory - A Leading Talent Research Firm

Associate in Workplace Consulting collaborating with defined contribution clients to align retirement benefits with business objectives and compliance. Handling various projects like retirement plan design analysis and client presentations.

Posted 7/3/2026full-timeGreenwood Village • Colorado, Illinois, Texas • 🇺🇸 United StatesJuniorMid-Level💰 $67,000 - $127,000 per yearWebsite

About the role

Key responsibilities & impact

collaborating with large defined contribution clients on strategies to align retirement benefit programs with business objectives and goals
handling projects, including defined contribution calculations, mergers & acquisitions support, retirement plan design analysis
preparing and delivering client presentations
creating project plans to establish internal and external expectations

Requirements

What you’ll need

Bachelor's Degree, preferably in mathematics, economics, business, or another quantitatively thorough subject
0-3 years of experience in 401(k), 403(b) industry or benefits consulting
Curiosity about pursuing ASPPA QKA or QKC (a plus)
Curiosity about learning legislative and regulatory requirements (ERISA/IRS/DOL) for qualified and non-qualified defined contribution plan programs
Strong interpersonal and leadership skills including the ability to establish relationships at multiple organizational levels and work (as needed) with individuals in cross-office locations
Strong critical thinking and problem-solving skills
Strong oral and written communication skills
Familiarity with spreadsheet and database programs
Ability to learn quickly and develop sophisticated spreadsheets to perform quantitative analysis
Ability to balance and prioritize multiple projects in a fast-paced work environment
Outstanding collaboration skills

Benefits

Comp & perks

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

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

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

Hard Skills & Tools

Defined Contribution CalculationsRetirement Plan Design AnalysisQuantitative AnalysisSpreadsheet DevelopmentDatabase Programs

Soft Skills

Interpersonal SkillsLeadership SkillsCritical ThinkingProblem-Solving SkillsCollaboration Skills

Certifications

ASPPA QKAASPPA QKC