DB/DC Consultant

If you excel at solving your clients’ the company(k) problems, you deserve better than a job that is just “okay”. Do you want the flexibility and convenience of working from home? Are you looking for a position with career advancement opportunities? Are you tired of working insane overtime? If so, the company may have a “wow” position for you!

Overview of the Position

The company is looking to fill fully remote Defined Contribution Account Manager positions. We will provide you with a home office set-up including a computer and a phone. The company has been offering remote work for over 10 years. We offer a great work experience for our remote employees!

Our consultant position focuses on client/advisor service and is supported by a strong implementation group, plan document team, defined benefit team, production team, quality assurance team, special projects team, and a loan and distribution department. Our Account Managers are organized into teams that work toward firm goals with special recognition given to individuals with exceptional performance. Each Team Leader schedules weekly calls to discuss upcoming deadlines and developments within the company and the industry.

About the company

The company is a vibrant and growing national third party, non-producing administration firm. We have a nationally recognized sales team allowing us to grow continuously and provide career advancement opportunities for our professionals.

What the company Offers You

This position supports a great work-life balance with a 37.5 hour work week, generous PTO, and overtime pay. We also financially support professional designations and offer regular, recurring professional training. We offer a competitive compensation package including medical insurance, dental insurance, disability insurance, life insurance, a the company(k) plan, and an HSA.

Job Responsibilities

• Maintain client and advisor relationships with a high active client retention rate

• Maintain a caseload of DB/DC Combo plans

• Manage and prioritize your workload towards weekly goals in a results-oriented team environment

• Exemplify superior client service and the ability to consult with clients regarding plan operation and design

• Work with other the company departments, record-keepers, and advisors to ensure a great client experience

• Document all client interactions in our workflow management system

• Perform work according to the company policies and procedures

• Expand professional knowledge through seminars and self-study

• Clearly communicate with the client and advisor on the complexities of combo plans including annual funding requirements, plan design, and deadlines (funding, 5500, PBGC, amendments, etc.)

Qualifications

• Five or more years of combo plan experience or five or more years of defined contribution plan experience  and  defined benefit plan experience

• Superior knowledge of ADP/ACP, 415, 410(b), Top Heavy and the company(a)(4) non-discrimination testing

• Working knowledge of cash balance plans including hypothetical allocations, top heavy requirements, and minimum and maximum funding requirements

• General understanding of actuarial valuations

• General knowledge of PBGC coverage and its requirements

• NIPA credential, ASPPA credential, or a 4 year college degree

• Excellent written and verbal communication skills

• Excellent time management, organizational skills, and ability to multi-task

• Ability to proactively and independently manage a book of business

• High level of critical thinking

• Committed to lifelong learning and coachable

Compensation and Benefits

• Base Salary $95,000 - $120,000

• Salaried, non-exempt

• Medical, dental, disability, and life insurance

• Paid time off

• the company(k) plan with employer match

Work Location/Hours

• Work from home

• Must work from USA and be authorized to work for any US employer

• We will supply all necessary computer equipment

• 37.5-hour work week

• You may choose a start time between 7:30 am and 8:30 am

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