Defined Benefit Plan Consultant

Job Summary

To support a growing team, the fully remote Defined Benefit Plan Consultant will be responsible for completing annual nondiscrimination testing and Form 5500 filings, collaborating with advisors and plan sponsors on plan design and funding contributions.

Key responsibilities

• Perform nondiscrimination, coverage, and top-heavy testing for defined benefit plans in compliance with IRS regulations
• Calculate annual employer contributions based on actuarial valuations and funding requirements
• Consult with plan sponsors and advisors on testing results, funding obligations, and necessary corrective actions

Required qualifications

• 2-3 years of experience in defined benefit or retirement plan administration (preferred)
• Ability to read and understand documentation related to defined benefit plan design and compliance
• Experience with FTWilliam.com software (preferred)
• Willingness to pursue professional certifications such as QPA, QKA, or CBS
• Strong interpersonal skills with the ability to explain complex issues to clients clearly and professionally