The Role
Consults with clients on defined contribution retirement plan design, administration, compliance testing, valuation reports, and government filings. Reviews investment platform and brokerage account valuations, prepares IRS Form 5500 filings, identifies future plan design opportunities, and delegates or reviews analysts’ work. Requires 7+ years of qualified retirement plan consulting experience, defined contribution expertise, analytical ability, and a bachelor’s degree. QKA or QKC credentials are preferred.
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 of experience consulting on qualified retirement plans
- Expertise in defined contribution plans
- Strong analytical skills
- Bachelor's degree
- QKA or QKC credential
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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.
