Note: The job is a remote job and is open to candidates in USA. July Business Services (JULY) is seeking an individual to join their growing Actuarial Services Team as a Compliance Consultant. The role involves managing a portfolio of Defined Benefit and Cash Balance plans, ensuring compliance and effective communication between actuarial and client service teams.

Responsibilities

• 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

Skills

• 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
• 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

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

Company Overview