DC Compliance Consultant
virtual vocationsNew York (NY)
About the role
Managing a significant book of clients, the remote DC Compliance Consultant will provide expert guidance on retirement plan features, ensure compliance with regulatory requirements, and oversee the administration of retirement plans.
Key responsibilities:
Process complex plan transactions, including rollovers, distributions, loans, and hardship withdrawals
Resolve escalated participant and client inquiries in a timely and professional manner
Manage and complete compliance, financial, and regulatory reports accurately and on time Required qualifications 5+ years of employee benefits or defined contribution retirement/recordkeeping experience
Bachelor's degree in business or finance preferred
Experience with Schwab Retirement Technologies (SRT) or similar recordkeeping systems
Understanding of defined contribution compliance work, including testing and 5500s
Advanced skill level in Microsoft Office products, particularly Excel
Before you apply
Applying takes about a minute. These four things decide how fast it moves after that.
Your profile is current
It's what we read first. Occupations, seniority and locations matter more than a long history.
Two examples you can talk through
Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.
A number in mind
What you're on now and what would make you move. We negotiate better when we know both.
Your notice period
Employers plan around it, and it's the question that stalls offers most often.
Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.
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