Co-op, Workplace Consulting

• Provide advice to Chief Financial Officers and Human Resource Directors and/or Officers of mid to large size companies regarding their retirement and other benefit programs
• Manage projects including defined contribution calculation, enhanced plan administration support, mergers and acquisitions, compliance, plan amendments and plan designs
• Prepare and deliver reports and client presentations
• Create project plans and set internal and client team expectations
• Work as part of Fidelity Workplace Consulting, a team advising clients on domestic and global benefits

• Bachelor's Degree in Mathematics, Economics, Business or another quantitatively rigorous subject preferred
• 0-3 years of experience in 401(k), 403(b) industry or benefits consulting
• Interest in pursuing QKA or QKC (a plus)
• Superior teamwork skills
• Strong critical thinking and problem-solving skills
• Excellent oral and written communication skills
• Familiarity with spreadsheet and database programs
• Ability to learn quickly and develop complex spreadsheets to perform quantitative analysis
• Aptitude to balance and prioritize multiple projects in a fast-paced work environment
• Interest in learning legislative and regulatory requirements (ERISA/IRS/DOL) for qualified and non-qualified defined contribution plan programs
• Strong interpersonal and leadership skills, including the ability to build relationships at multiple organizational levels and work as needed with individuals in cross-office locations

Demonstrates expertise in benefits consulting, particularly in 401(k) and 403(b) programs, with strong analytical skills for quantitative analysis and project management. Capable of effective communication and relationship‑building across organizational levels while managing multiple projects in a fast‑paced environment.

• Benefits Consulting
• 401(k) Industry Experience
• Quantitative Analysis
• Project Management
• Regulatory Knowledge (ERISA/IRS/DOL)

• Quantitative Analysis
• Defined Contribution Calculation
• Plan Administration Support
• Plan Design
• Project Planning

• Teamwork
• Critical Thinking
• Problem‑Solving
• Communication
• Interpersonal Skills

• QKA
• QKC

• Retirement Programs
• Benefit Programs
• Compliance
• Mergers and Acquisitions
• Client Presentations

• Spreadsheet Programs
• Database Programs