The Role
Consult with clients on design and administration of defined contribution retirement plans. Manage compliance testing (ADP/ACP, 410(b), 401(a)(4)), prepare valuation reports, process IRS Form 5500 and schedules, perform valuations across platforms, and delegate/review analysts' work.
Summary Generated by Built In
Company Highlights
- 20+ years strong, this firm is a full-service, independent retirement consulting firm specializing in creative design and implementation of client-focused retirement benefits programs.
- Unique to the industry, this team is comprised of fully credentialed, forward-thinking retirement specialists, actuaries, and ERISA attorneys that bring fresh perspectives and insights to the full process.
- This form offers best-in-class service that is renowned for exceeding client expectations.
Benefits and Features
- Competitive Compensation
- 401(k) Profit Sharing Plan
- Medical / Dental Insurance
- Section 125 (cafeteria) Plan
- Actuarial Exam assistance
- Flexible hybrid and remote work settings
The Role You Will Play
- The Defined Contribution Consultant will consult with clients and prospective clients (both as primary contact or escalated resource) regarding retirement plan issues and design alternatives.
- This role is tasked with Plan Administration – with extensive knowledge and review of compliance testing (ADP/ACP) as well as 410(b), 401(a)(4), etc.), preparation of valuation reports, and identification of future design.
- The Defined Contribution Consultant is responsible for valuation (both through investment platforms and brokerage accounts) as well as processing Government Forms (IRS Form 5500 and related schedules).
- The Defined Contribution Consultant is entrusted to delegate and review work of Defined Contribution analysts/associates.
Community Highlights
- The Defined Contribution Consultant role is flexible working a hybrid schedule out of Connecticut, or U.S.-based fully remote working on ET hours.
- This region is rich in culture, arts, dining, and entertainment plus offers a multitude of educational options.
- Connecticut is a nature-lovers sanctuary with plenty to explore in picturesque parks and rivers.
Background Profile
- 7+ years of experience in consulting on qualified retirement plans
- Expertise in DC plans
- Strong analytical skills
- Highly motivated with a hunger for innovation
- Bachelor’s Degree
- QKA / QKC preferred
Skills Required
- 7+ years consulting on qualified retirement plans
- Expertise in defined contribution (DC) plans
- Knowledge of plan administration and compliance testing (ADP/ACP, 410(b), 401(a)(4))
- Experience preparing valuation reports and processing IRS Form 5500 and related schedules
- Valuation experience with investment platforms and brokerage accounts
- Experience delegating and reviewing work of analysts/associates
- Strong analytical skills
- Bachelor's degree
- QKA or QKC certification
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The Company
What We Do
Kalos Consulting, Inc. helps growth-oriented organizations build strong, sustainable teams through recruiting, on-demand talent solutions, leadership growth, executive coaching, and strategy consulting. Its Kalos Essentials framework supports repeatable hiring systems, leadership alignment, retention, and values-based performance. The firm also provides specialized talent and consulting services spanning financial analytics, risk management, software and technology, administrative operations, and sales and marketing functions.
