3(16) Consultant at DEFINITI LLC

Erie, Pennsylvania, United States -

Full Time

Start Date

Immediate

Expiry Date

29 Apr, 26

Salary

0.0

Posted On

29 Jan, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Service, Consultative Skills, Project Management, Communication Skills, Time Management, PensionPro, Microsoft Teams, Microsoft SharePoint, MS Office, 3(16) Services, Relationship Building, Remote Work, Eligibility Calculations, Payroll Monitoring, Loan Monitoring

Industry

Financial Services

Description

Description Why join our team at Definiti? If you enjoy tackling challenges and believe in delivering exceptional client service, Definiti may be perfect for you. You can make a difference by helping to improve and secure many retirements, while also helping to grow a dynamic organization. Most roles are fully remote, so you need to be comfortable using technology, be productive in a home office with a reliable internet connection to stay in touch with your team and deliver high-quality service to our clients. Definiti supports your professional growth through comprehensive training and industry credentials and certifications. Definiti is a national retirement services company that helps clients manage and administer their retirement plans. We help clients define what's possible and what’s next for their retirement plans. PURPOSE OF POSITION The 3(16) Consultant will work directly with Plan Sponsors and Financial Advisors to ensure the 3(16) responsibilities are fulfilled. The consultant will utilize strong consultative skills to establish and maintain trusted relationships ensuring their needs are fully addressed and expectations met. This position will oversee all functions related to 3(16) of an assigned caseload of 3(16) plans. PRIMARY DUTIES AND RESPONSIBILITIES Primary contact for Plan Sponsors and Financial Advisors as it relates to 3(16) Work directly with Retirement Plan Consultants to make sure 3(16) requirements are met Creation of 3(16) annual letter – ensuring all 3(16) services were completed Authorized signer for distributions and loans as required Actively manage projects and tasks in PensionPro workflow system Monitor/track upcoming eligibility calculations, fund change notices, annual notice distribution, and other items to ensure deadlines are meet Distribute newly eligible materials and required notices Oversee Payroll Submission, Payroll Monitoring and Loan Monitoring Upload year end annual census Represent the company on 3(16) client calls and meetings Share pertinent industry knowledge with 3(16) Administrators and other staff Primary contact for Plan Sponsors and Financial Advisors as it relates to 3(16) Requirements COMPETENCIES REQUIRED Prompt follow-up on open items with clients or internal team members Demonstrates excellent attendance, punctuality, and time management Conveys a professional and positive attitude while interacting with clients and internal team members Strong verbal and written communication skills and the ability to build rapport with others remotely while working productively with limited in-person interaction EDUCATION AND QUALIFICATIONS High school diploma or GED required 2 years or more experience in retirement industry required Direct client contact required 3(16) fiduciary services preferred Experience in a workflow system such as PensionPro, Pension Pal or similar preferred Intermediate MS skills to include Outlook, Word, PowerPoint, and Excel; ability to navigate web-based programs REMOTE WORKING REQUIREMENTS As a remote-first company, we have compiled expectations for a successful remote work environment: Ability to build rapport with others remotely while working productively with limited in-person interaction Have access to a reliable and consistently strong, high-speed internet connection suitable for remote work. A stable, high-speed internet connection is essential for effective communication, collaboration, and productivity while working remotely Designate a quiet, and well-lit space free of as many distractions as possible Be online and available to work during designated business hours in local time zone Accustomed to using Microsoft Teams (or similar virtual-meeting applications) to meet with colleagues regularly on video and use the chat feature for quick communications. We utilize many Microsoft Teams features (such as Channels and file storage) for announcements, relevant conversations, and file sharing. Familiarity with Microsoft Teams is a plus Accustomed with file-storage and file-sharing tools such as Microsoft SharePoint BENEFITS Definiti has a dynamic, growth-focused culture, and we are committed to offering attractive employee-centric benefits, including: A virtual-first work philosophy 401(k) with up to 4% match Flexible PTO allows you to take the time you need for wellness, vacations, and personal matters. We foster a trusting environment where employees manage their workloads responsibly. Time off doesn’t accrue. 10 paid holidays and 2 paid floating holidays Paid Parental Leave A variety of medical, dental and vision plan options including Definiti subsidized premiums Company-paid life insurance and short-term disability insurance Bonus plan eligibility

Responsibilities

The 3(16) Consultant will work directly with Plan Sponsors and Financial Advisors to fulfill 3(16) responsibilities. This includes managing projects, ensuring compliance with requirements, and maintaining relationships with clients.