Manage Defined Benefit, Cash Balance, and 401(k) retirement plans; perform contribution calculations, nondiscrimination and coverage testing, compliance reviews, and plan termination coordination. Collaborate with actuaries on valuations, funding, and plan design while providing guidance to internal and external clients. Track project milestones, maintain CRM documentation, monitor regulatory changes, and communicate complex retirement plan requirements effectively.
Compliance Consultant – Actuarial Services
Summary…
July Business Services (JULY) is seeking an individual to join our growing Actuarial Services Team as a Compliance Consultant. In this role, you will enjoy the unique challenge of putting your existing retirement plan knowledge and service skills to work alongside a team of other retirement plan professionals with a focus on Defined Benefit and Cash Balance Plans. The ideal candidate will have deep expertise in non-discrimination testing, compliance, and regulatory reporting, and a strong working knowledge of 401(k) plan administration. This person will also be a liaison between the actuarial and client service teams.
The Gig…
- Assist in managing a portfolio of Defined Benefit (DB), Cash Balance (CB), and related 401(k) plans, ensuring timely and accurate service delivery.
- Monitor annual plan projects, calendars, and milestones.
- Perform and review contribution calculations, non-discrimination and coverage testing (e.g., 401(a)(4), 410(b), 401(a)(26), 415 limit) for DB and DC plans.
- Conduct compliance reviews to proactively identify and help fix operational failures or plan qualification issues.
- Manage and coordinate plan termination timelines to ensure all requirements are met to pay out benefits.
- Coordinate with actuaries on plan valuations, funding requirements, and potential plan design changes.
- Deliver expert guidance on plan administration and effectively communicate complex topics - particularly cross-tested and combo arrangements—to internal and external contacts.
- Maintain knowledge regarding industry trends and legislative/regulatory requirements and changes specifically retaining to Retirement Plans.
- Maintain documentation on client projects and responses within JULYs CRM software tool.
- Ad hoc projects and tasks as assigned
Our Needs…
- 3+ Years Retirement Plan experience. DB/CB experience is appreciated but not required.
- Solid computer skills including MS Office suite: Outlook, Word, Excel, Power Point, and Teams
- Professional and concise verbal, non-verbal, and written communication skills
- Strong attention to detail and sense of urgency
- Collaborative rapport and team skills with stellar interpersonal and relationship management skills
- Exceptionally organized individual who juggles multiple projects with minimal oversight
- Self-starting, resourceful, solution seeker who works well independently
- Can do, client focused attitude who thrives on accountability, credibility, and trustworthiness
- Team player with willingness to do no matter how small or large the task
- Positive attitude
Our Wants…
- Bachelor’s Degree
- 3+ years of experience in retirement plan administration, with a focus on DB and Cash Balance plans.
- Desire to deliver the best internal and external client service possible
- Dedicated employee who finds enjoyment in service with a smile
- Ability to handle difficult conversations in a positive and professional manner
Our Values…
- Build a winning culture
- Pursue excellence
- Deliver WOW service
- Foster strong relationships
- Have a servant’s heart
- Drive innovation
We know that if we live our values, we will serve our mission of transforming small business retirement plans through innovation, expertise, and service and achieve our vision of enriching lives by shaping the future of retirement.
Our Benefits…
- 401(k) Plan with fully vested 5% employer match
- Company pays 100% of employee health insurance
- Generous Paid Time Off Policy
- Ability to work remotely
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