Job Description

Role

Fidelity is well known for its outstanding investment management and benefits outsourcing services. We also offer extensive benefits consulting services consisting of design, financing, delivery and communication of all employee benefit programs at the same high level of quality and expertise that you expect from Fidelity.

We are reinventing the consulting experience for our clients through our dedication to responsiveness, expertise and accuracy.

The Expertise and Skills You Have

Bachelor's Degree in Mathematics, Economics, Business or another quantitatively rigorous subject preferred

4-8 years of experience in 401(k), 403(b) industry or benefits consulting

ASPPA Credentials (a plus)

Outstanding teamwork skills

Strong critical thinking and problem-solving skills

Excellent oral and written communication skills

Demonstrated experience in managing enhanced client relationship

Strong ability to balance and prioritize multiple projects in a fast-paced work environment

Ability to work within budgeted timeframes to maintain client profitability without sacrificing quality

Knowledge in qualified and non-qualified defined contribution plan program design, legislative and regulatory requirements (ERISA / IRS / DOL), and plan administration, including plans with auto-enrollment and safe harbor design features

Ability to read and interpret plan documents

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

Experience and / or deep understanding of determination of employer plan allocations(e.g., match, true-up and / or non-elective contributions) and annual nondiscrimination testing for defined contribution plans

General understanding of FICA requirements (a plus)

Experience in conducting compliance reviews, plan termination and / or fiduciary trainings (a plus)

Experience with VCP / VFCP, 5500 and 5330 filings (a plus)

Providing 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.

Managing and reviewing projects including defined contribution calculation, enhanced plan administration support, mergers & acquisitions, compliance, plan amendments and plan designs.

Mentoring and training associate consultants and analysts to ensure continued development of the staff.

Preparing reports and other deliverables for client presentations

Managing client budgets and setting internal team expectations and client deadlines. Provide comprehensive documentation on your clients.

Preparing responses to RFPs and RFIs for new prospects and participate in new business meetings with prospects as needed (a plus)

Contributing thought leadership and using your industry knowledge to lead innovation and initiatives across retirement practice.

The Team

The Fidelity Workplace Consulting Group is composed of over 400 professionals who advise clients on the management of their domestic and global benefits.

We are a fast growing business within Fidelity, providing a broad range of services that touch on every area of benefits design, strategy, funding, communication and delivery.

Most of our team comes from other leading consulting firms. While we focus on working with the Fortune 1000, we also work with Fidelity clients of all sizes.

For more information about Fidelity Workplace Consulting please visit this link :

The base salary range for this position is $85,000-$179,000 per year.

Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.

We offer a wide range of to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.

Certifications :

Last updated : 2024-05-25