Defined Benefit Retirement Plan Consultant
OnsitePension DBReserving & ValuationRegulatory Reporting
Role Summary
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Mid-level Retirement (Defined Benefit) consultant in Phoenix, AZ supporting ERISA compliance, annual testing, Form 5500 preparation, and valuation report coordination. You will serve as the single point of contact for plan sponsors and advisors, oversee plan associates, and coordinate with actuaries and auditors on plan conversions and audits.
JOB DESCRIPTION SUMMARY
- Serve as single point of contact for sponsors and advisors on DB plan matters
- Prepare and review valuation reports, annual testing, loans, distributions, and Form 5500
- Oversee and mentor plan coordinators and coordinate with actuaries and auditors
- 3–5+ years Defined Benefit experience required
- Experience with Relius desirable; strong Excel and financial analysis skills required
DOMAIN EXPERTISE
- Defined Benefit plan administration
- ERISA compliance and Form 5500 preparation
- Annual testing (ADP/ACP, Top Heavy, 410(b), 415, 401(a)(4), 402(g))
- Valuation report and participant statement preparation
- Analysis of financial data
KEY REQUIREMENTS
- 3+ years of Defined Benefit retirement plan experience
- Experience analyzing financial data and preparing valuation reports
- Knowledge of ERISA compliance and Form 5500 filing/testing
- Strong Excel, Word, and Outlook skills
- Ability to communicate with clients in person and by phone
TECH STACK
- Excel
