Administration, actuarial and consulting for employee pensions and retiree medical plans. Responsibilities may include funding and accounting valuations, non-qualified plan accounting, plan design, government reporting, compliance, special studies, investment services, investment policy, asset allocation, performance measurement, business proposals and cultivating new clients.

Listed below are some of our current positions:

Consultant

Auburn Hills, MI

Consultant will assume a mentorship role on the team and be a key practice builder by assisting in the growth of the retirement plan practice, which could include Defined Benefit & Defined Contribution. This will be accomplished by building and developing new client business and cultivating new business within the existing client base. Other major responsibilities are:

• Consult with client to ascertain and define need or problem area, and determine scope of service required to obtain solution.
• Conduct studies or surveys on need or problem to obtain data required for solution.
• Analyze data to determine solution such as installation of alternate methods and procedures, changes in processing methods and practices, or redesign of products or services.
• Advise client on alternate methods of solving need or problem, or recommending specific solution.
• Negotiate pricing/scope for consulting service.
• Develop short-term and long-term objectives and goals for client's retirement programs.
• Overcome technical and business objections of prospective clients.
• Seek opportunities to introduce other employee benefits plans and services that will enhance the client's existing programs.
• Prepare and present financial analysis on client's current programs and recommending plan or vendor changes to reduce costs and/or improve benefits.
• Review and ensure the accuracy of all presentations to be made to clients.
• Maintain regular reports which track quality assurance of all deliverables, projects are being completed and timelines are being met.

4+ years of retirement plan consulting experience, must be with consulting or accounting firm including:

• Analytical and problem resolution
• Client relations
• Business Development
• Interpersonal skills
• Communications
• Presentations
• Organization
• Technical knowledge
• Compliance
• Annual Return Filings (5500 & 1099R)
• 403(b) Design and Installation
• Acquisitions, Mergers & Terminations
• Mentoring
• Training

Bachelors degree required. Concentration in math, actuarial science, accounting or business-related field is highly preferred. JD, CPA or actuarial background is highly preferred.

Salary: 100K to 140K + ( 8% or more target bonus )