3(16) Consultant

Job TypeFull-timeDescriptionWhy 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 POSITIONThe 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 RESPONSIBILITIESPrimary 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 metCreation of 3(16) annual letter - ensuring all 3(16) services were completedAuthorized signer for distributions and loans as requiredActively manage projects and tasks in PensionPro workflow systemMonitor/track upcoming eligibility calculations, fund change notices, annual notice distribution, and other items to ensure deadlines are meetDistribute newly eligible materials and required noticesOversee Payroll Submission, Payroll Monitoring and Loan MonitoringUpload year end annual censusRepresent the company on 3(16) client calls and meetingsShare pertinent industry knowledge with 3(16) Administrators and other staffPrimary contact for Plan Sponsors and Financial Advisors as it relates to 3(16)RequirementsCOMPETENCIES REQUIREDPrompt follow-up on open items with clients or internal team membersDemonstrates excellent attendance, punctuality, and time managementConveys a professional and positive attitude while interacting with clients and internal team membersStrong verbal and written communication skills and the ability to build rapport with others remotely while working productively with limited in-person interactionEDUCATION AND QUALIFICATIONSHigh school diploma or GED required2 years or more experience in retirement industry requiredDirect client contact required3(16) fiduciary services preferredExperience in a workflow system such as PensionPro, Pension Pal or similar preferredIntermediate MS skills to include Outlook, Word, PowerPoint, and Excel; ability to navigate web-based programsREMOTE WORKING REQUIREMENTSAs 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 interactionHave 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 remotelyDesignate a quiet, and well-lit space free of as many distractions as possibleBe online and available to work during designated business hours in local time zoneAccustomed 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 plusAccustomed with file-storage and file-sharing tools such as Microsoft SharePointBENEFITSDefiniti has a dynamic, growth-focused culture, and we are committed to offering attractive employee-centric benefits, including:A virtual-first work philosophy401(k) with up to 4% matchFlexible 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 holidaysPaid Parental LeaveA variety of medical, dental and vision plan options including Definiti subsidized premiumsCompany-paid life insurance and short-term disability insuranceBonus plan eligibility