Defined Contribution Consultant

About the role

The Role As a Consultant in Workplace Consulting (Retirement Practice), you will be consulting with large defined contribution clients on strategies to align retirement benefit programs with business objectives and goals under overarching ERISA or other regulatory requirements. This includes facilitating strategic discussions with clients to understand their retirement plan needs, then developing, implementing, and delivering projects which solution for those requirements. While working in a team-focused and dynamic work environment, you will have an opportunity to apply your skills to help engage associates and encourage a satisfying and productive work atmosphere.

Responsibilities

• Consult with large defined contribution clients on strategies to align retirement benefit programs with business objectives and goals under ERISA or other regulatory requirements.
• Facilitate strategic discussions with clients to understand their retirement plan needs.
• Develop, implement, and deliver projects to address those needs.
• Work in a team-focused and dynamic work environment to apply your skills to help engage associates and encourage a satisfying and productive work atmosphere.
• Apply a unique blend of resilience, initiative, and critical thinking to thrive in fast-paced, ambiguous environments.
• Approach problems with curiosity and creativity, always looking for innovative solutions and new ways to add customer value.
• Work well across teams, valuing varied perspectives and encouraging a culture of trust and shared success.
• Balanced multiple priorities while staying focused and organized.
• Take initiative, ask thoughtful questions, and actively seek out learning opportunities to grow.
• Succeed in settings where the direction may not be straightforward, relying on astute reasoning and flexibility to maneuver through uncertainty.
• Bring clarity and confidence to both written and verbal communication, ensuring alignment and momentum across collaborators.

Requirements

• Bachelor's Degree, preferably in mathematics, economics, business, or another quantitatively thorough subject.
• 6+ years of experience in retirement benefits industry and/or consulting large companies.
• QKA, QKC, or CEBS exams (a plus).
• Well-practiced knowledge of qualified Defined Contribution plan program design, legislative and regulatory requirements (ERISA/ IRS/DOL), and plan administration.
• Experience and/or strong understanding in ascertaining employer plan allocations (e.g., match, true-up and/or non-elective contributions) and performing annual nondiscrimination testing for defined contribution plans.
• Experience with reading and interpreting qualified plan documents, SPDs, and other required employee benefit plan material.
• Strong capability to balance and prioritize multiple projects in a fast-paced work environment.
• Strong critical thinking and problem-solving skills.
• Strong oral and written communication skills.
• Experience with IRS/DOL correction programs and submissions (a plus).

Qualifications

• Bachelor's Degree, preferably in mathematics, economics, business, or another quantitatively thorough subject.
• 6+ years of experience in retirement benefits industry and/or consulting large companies.

Skills

• High-reaching and Creative: Approach problems with curiosity and creativity, always looking for innovative solutions and new ways to add customer value.
• Standout Colleague: Work well across teams, valuing varied perspectives and encouraging a culture of trust and shared success.
• Resourceful and Organized: Adept at balancing multiple priorities—while staying focused and organized.
• Proactive and Curious: Take initiative, ask thoughtful questions, and actively seek out learning opportunities to grow.
• Thrive in ambiguous situations: Succeed in settings where the direction may not be straightforward, relying on astute reasoning and flexibility to maneuver through uncertainty.
• Strong Communicator: Bring clarity and confidence to both written and verbal communication, ensuring alignment and momentum across collaborators.

Benefits

• Comprehensive health care coverage and emotional well-being support.
• Market-leading retirement.
• Moderate paid time off and parental leave.
• Charitable giving employee match program.
• Educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.

Pay

The base salary range for this position is $89,000-$180,000 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.

Schedule

Fidelity’s Onsite Working Model Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.