consulting with large defined contribution clients on strategies to align retirement benefit programs with business objectives and goals under overarching ERISA or other regulatory requirements
facilitating strategic discussions with clients to understand their business and employee benefit programs
project development, implementation, and delivery
working in a team-focused and dynamic work environment
applying skills to help engage associates and encourage a satisfying and productive work atmosphere
involved with creative solutioning for new and prospective clients to the firm and growing existing client relationships

Bachelor's Degree, preferably in mathematics, economics, business, or another quantitatively thorough subject
12+ years of experience in retirement benefits industry and/or consulting large companies
QKA, QKC, CPC 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
Experience in leading client relationships, and identifying opportunities to grow those relationships
Experience with IRS/DOL self-corrections correction programs (e.g. EPCRS)
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
Outstanding partnership skills and ability to inventively influence others across groups

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

Senior Defined Contribution Consultant

Key skills