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Defined Contribution Consultant

Defined Contribution Consultant

Kalos ConsultingStamford, Connecticut, USA
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Company Highlights

  • 20 years strong this firm is a full-service independent retirement consulting firm specializing in creative design and implementation of client-focused retirement benefits programs.
  • Unique to the industry this team is comprised of fully credentialed forward-thinking retirement specialists actuaries and ERISA attorneys that bring fresh perspectives and insights to the full process.
  • This form offers best-in-class service that is renowned for exceeding client expectations.

Benefits and Features

  • Competitive Compensation
  • 401(k) Profit Sharing Plan
  • Medical / Dental Insurance
  • Section 125 (cafeteria) Plan
  • Actuarial Exam assistance

    • The Role You Will Play

  • The Defined Contribution Consultant will consult with clients and prospective clients (both as primary contact or escalated resource) regarding retirement plan issues and design alternatives.
  • This role is tasked with Plan Administration with extensive knowledge and review of compliance testing (ADP / ACP) as well as 410(b) 401(a)(4) etc.) preparation of valuation reports and identification of future design.
  • The Defined Contribution Consultant is responsible for valuation (both through investment platforms and brokerage accounts) as well as processing Government Forms (IRS Form 5500 and related schedules).
  • The Defined Contribution Consultant is entrusted to delegate and review work of Defined Contribution analysts / associates.

    • Community Highlights

  • The Defined Contribution Consultant role can be based out of Connecticut or Florida.
  • These regions are rich in culture arts dining and entertainment plus they offer a multitude of educational options.
  • Connecticut is a nature-lovers sanctuary with plenty to explore in picturesque parks and rivers.
  • Florida is the sunshine state filled with recreational activities to suit all interests.

    • Background Profile

  • 7 years of experience in consulting on qualified retirement plans
  • Expertise in DC plans
  • Strong analytical skills
  • Highly motivated with a hunger for innovation
  • Bachelors Degree
  • QKA / QKC preferred

    • Required Experience :

    Contract

    Key Skills

    Sales Experience,Direct Sales,Hyperion,Financial Services,Financial Concepts,Banking,Oracle EBS,Securities Law,Peoplesoft,Oracle,Financial Management,Workday

    Employment Type : Full Time

    Experience : years

    Vacancy : 1

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    Consultant • Stamford, Connecticut, USA