Defined Benefit Retirement Plan Consultant
Pension DBReserving & ValuationRegulatory ReportingExperience Studies
Role Summary
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Associate-level retirement plan consultant focused on defined benefit (DB) plans in Portland, OR. You'll manage valuation reports, annual testing (ADP/ACP, Top Heavy, 410(b), 415, 401(a)(4), 402(g)), Form 5500 preparation, and ERISA compliance while serving as primary client contact. Role requires 3+ years of DB experience and strong Excel/financial analysis skills.
JOB DESCRIPTION SUMMARY
- Manage valuation reports, participant statements, and annual DB testing
- Serve as single point of contact for plan sponsors and advisors
- Prepare/review Form 5500 and coordinate audits with IRS/DOL
- Work with coordinators and actuaries during client conversions
- Ideal for candidates with 3+ years of defined benefit plan experience
DOMAIN EXPERTISE
- Defined benefit plan administration
- Valuation reports and annual testing
- Form 5500 preparation and filing
- ERISA compliance and plan design
- ADP/ACP and other annual tests (410(b), 415, 401(a)(4), 402(g))
KEY REQUIREMENTS
- 3+ years of defined benefit (DB) retirement plan experience
- Experience analyzing financial data for retirement plans
- Hands-on experience with valuation reports and annual testing
- Knowledge of ERISA compliance, plan design, and Form 5500 process
- Strong Excel, Word, and Outlook proficiency
TECH STACK
- Excel
- Word
- Outlook
