Defined Benefit Plan Consultant

Job Summary

To support the administration of defined benefit retirement plans, the fully remote Plan Consultant I will be responsible for conducting annual nondiscrimination testing, preparing Form 5500 filings, and collaborating with advisors and plan sponsors on compliance and funding contributions.

Key responsibilities

• Perform nondiscrimination, coverage, and top-heavy testing for defined benefit plans in accordance with IRS regulations
• Calculate annual required and discretionary employer contributions based on actuarial valuations
• Consult with plan sponsors and advisors to explain testing results 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
• Basic customer service skills with the ability to explain complex issues clearly to clients