Plan Consultant ; DB

DWC, a subsidiary of FSG Parent L.P., provides plan document, compliance, consulting and government reporting services to more than 8,000 clients in all 50 states, ranging in size from single participant defined benefit plans to complex 401(k) plans including several thousand employees. In addition to our renowned responsiveness and obsession with detail, we put a commitment to client service at the center of everything we do.

We prioritize accessibility and responsiveness, and we are obsessed with detail. Every consultant at DWC has a commitment to excellence in their DNA. Our culture emphasizes helping everyone around us perform at the highest level and requires that all work be completed at an A+ level, without exception.

DWC, a subsidiary of FSG Parent L.P., provides plan document, compliance, consulting and government reporting services to more than 8,000 clients in all 50 states, ranging in size from single participant defined benefit plans to complex 401(k) plans including several thousand employees. In addition to our renowned responsiveness and obsession with detail, we put a commitment to client service at the center of everything we do.

We prioritize accessibility and responsiveness, and we are obsessed with detail. Every consultant at DWC has a commitment to excellence in their DNA. Our culture emphasizes helping everyone around us perform at the highest level and requires that all work be completed at an A+ level, without exception.
DWC is continually seeking candidates to join our team who are fiercely committed to client-centered service, passionate about helping our clients and advisors, and who truly enjoy working in the retirement plan industry.
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Responsible for completion of annual nondiscrimination testing and Form 5500 filings for defined benefit retirement plans. Collaborates directly with advisors, actuaries, auditors, and plan sponsors to provide consulting on plan design, funding contributions, and Form 5500 reconciliation.

• Performs nondiscrimination, coverage, and top-heavy testing for all defined benefit plans up to 100 participants, in accordance with documented procedures and IRS regulations.
• Calculates annual required and discretionary employer contributions based on actuarial valuations and funding requirements.
• Identifies and calculates corrective actions for testing failures or contribution errors in compliance with IRS correction programs (e.g., EPCRS).
• Consults with plan sponsors and advisors to explain testing results, funding obligations, and any necessary corrective actions.
• Assists in the preparation of IRS Form 5500 and related schedules, including Schedule SB, for defined benefit plan filings.
• Assists with gathering and reconciling historical and current plan data during plan conversions, mergers, or terminations.
• Ensures compliance with internal deadlines and regulatory filing requirements.
• Performs other duties related to defined benefit plan administration and compliance, as assigned

REQUIRED SKILLS/

EXPERIENCE:

• 2–3 years of experience in defined benefit or retirement plan administration (preferred)
• Ability to read and understand documentation related to defined benefit plan design, funding, and compliance
• Experience with  software (preferred)
• Willingness to pursue professional certifications such as the QPA, or QKA, or CBS through ASPPA or Society of Actuary and Enrolled Actuary exams
• Strong interpersonal, written, and verbal communication skills
• Self-starter with strong problem-solving skills and the ability to work independent.
• Basic customer service skills, with the ability to explain complex issues to clients clearly and professionally

For…