HIGHLIGHTS

Associate-level Defined Benefit retirement plan consultant supporting ERISA compliance, plan design, Form 5500 preparation, and DB plan valuations in Pennsylvania/United States. You will be the single point of contact for sponsors and advisors, manage annual testing (ADP/ACP, Top Heavy, 410(b), 415), and coordinate valuation reports and participant statements. The role involves client meetings, mentoring coordinators, and working with internal actuaries and auditors.