Defined Contribution Consultant
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Job Description
Defined Contribution Consultant managing 70-100 retirement plans for SMS Retirement, a tech-enabled financial services platform delivering retirement solutions.
Responsibilities:
- Independently manage and administer a caseload of retirement plans
- Perform compliance testing (ADP/ACP, coverage, nondiscrimination, etc.)
- Deliver strategic recommendations on plan design and compliance
- Prepare annual valuations
- Complete and file Form 5500s
- Calculate employer contributions
- Perform cross-testing and allocation calculations
- Review participant distributions and loans
- Maintain up-to-date knowledge of ERISA rules and regulations
- Review plan documents and ensure operational compliance
- Communicate effectively with clients, advisors, and internal team members
Requirements:
- Experience administering defined contribution retirement plans
- Experience as a Combo Cash Balance / Defined Contribution (CB/DC) Administrator is a plus, but not required
- Strong understanding of ERISA rules and retirement plan compliance
- Proficiency in any administration software such as: ASC, Datair, Relius, FTWilliam
Benefits:
- Flexible Workplace – Hybrid and remote options available for many roles.
- Unlimited PTO – Competitive paid time off, including flexible & unlimited options.
- Inclusive Environment – A culture that values diversity, collaboration, and respect.
- Growth Opportunities – Support for ongoing learning and career development.
- Comprehensive Benefits – Health, dental, vision, life, and disability coverage.
- Workplace Perks – Incentive bonus programs, flexible hours, & more.
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