Defined Benefit Consultant
Defined Benefit Consultant
Job Title: Defined Benefit Consultant
Location: USA, Remote
About Us: This client is dedicated to providing top-tier services to clients. Their team of experts works collaboratively to deliver innovative solutions and exceptional results. They are currently seeking a talented and experienced Defined Benefit Consultant to join our dynamic team.
Job Description: As a Defined Benefit Consultant, you will play a crucial role in advising our clients on their defined benefit pension plans. You will be responsible for providing strategic guidance, conducting actuarial valuations, and ensuring compliance with regulatory requirements. Your expertise will help our clients optimize their pension plans and achieve their financial goals.
Key Responsibilities:
- Manage a book of business, ensuring timely completion of tasks and minimizing rushes by requesting and following up on necessary data and documents.
- Assign tasks in Workflow, manage due dates with clients and specialists, and monitor Workflow reports for routine follow-up tasks.
- Build strong relationships with clients and TPAs, ensuring their needs are met and managing changes in client expectations and firm changes.
- Serve as the main contact for clients, advisors, CPAs, and attorneys, providing solutions to consulting and strategic issues and maintaining high client satisfaction ratings
Supervision:
- Reports to Director, Client Development
Qualifications:
- 3-5 years of Defined Benefit experience
- 3-5 years of experience with ERISA compliance
- Experience with PBGC Filings, Cash Balance plans, Actuarial Report Consulting and Funding
- Skills with financial data, problem solving and compliance
- Good communication skills, problem solving and experience mentoring/leading a team is a plus
What We Offer:
- Competitive salary and benefits package.
- Opportunities for professional growth and development.
- Collaborative and supportive work environment.
- Flexible work arrangements.
- Commitment to work-life balance.
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