*REMOTE* 401(k) Consultant

Milwaukee, WI | Fully Remote

Posted: 06/27/2022 Industry: Employee Benefits & Retirement Services Job Number: 6.21 1 KEF Pay Rate: $70,000 - $85,000 Experience: Mid-Senior Level

Job Description

DEFINED CONTRIBUTION CONSULTANT

*Remote/Work from Home*

In search of mature Retirement Plan professional with strong 401(k) Plan Administration and exceptional COMPLIANCE experience.

  • Handle a caseload of up to 85 daily valued plans
  • Plans include 401(k), Profit Sharing, 403(b) and ESOP
  • Administration & valuation testing
  • ALL Compliance testing & troubleshooting
  • Processing of 5500's
  • Process plan terminations
  • Plan installations

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Job Requirements

DEFINED CONTRIBUTION CONSULTANT

*Remote/Work from Home*

  • 5+ years Retirement Plan Administration experience
  • Extensive experience with non-discrimination/compliance testing, processing of tax forms and interpreting plan documents
  • System savvy, ideally with DATAIR
  • ASPPA designations desired (or ability to attain)
  • Experience with (or exposure to) audited plans as well as mergers & acquisitions
  • Strong organizational, time management skills
  • Deadline oriented team player
  • Proactive and self motivated (no micro-management needed)
  • Great communication skills

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Meet Your Recruiter

Kristine Fornek
Executive Recruiter / Market Specialist

SPECIALTIES:  All ERISA related positions including: Defined Contributions, Defined Benefits / Pension, Non-Qualified, Actuarial, Sales, Service, Communications, Compliance, Implementation, Investments, ESOP, 401(k) Recordkeeping, Financial Advisors, Wealth Management, Wholesaling, Executive Level, etc.

EXPERIENCE:  My area of specialty includes: Defined Benefits, Defined Contributions, Non-Qualified, Actuarial, Taft-Hartley, Investments, Insurance, Trust and Health & Welfare and Annuity.

The levels of candidates that I place include Recordkeepers, Compliance Specialists, Installation/Implementation Specialists, Service/Enrollment Specialists, Sales (Pension Wholesalers, Direct Sales, DCIO), Client Relationship Managers, ERISA Attorneys, Pension Actuaries as well as Management, Director, VP and C-level positions.  We also place Investment professionals, Analysts, Portfolio Managers, Financial Advisors & Brokers.

I’M IN THIS BUSINESS BECAUSE:  There’s no better feeling than helping someone realize their goals by assisting them in advancing their career.  I love making that connection!  My goal is to consistently build long lasting relationships with both my clients and my applicants.

CLIENTS CAN COUNT ON ME BECAUSE:  I pride myself on the quality of my work and I truly CARE about their needs.  The better I know them, the better my understanding is as to who would fit their needs.

HOBBIES: Golf, travel, stained glass, mosaics, volunteering, cooking, active with church.

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