Location Note: This a hybrid and/or remote role. Can work from our Wakefield, MA, or Melville, NY office.

The Purpose of Your Role:

Do you want to work for a friendly, growing organization where people truly make the difference? How about a role that offers a fun, collaborative work environment and provides plenty of opportunity for future career advancement within the organization?

We are seeking a knowledgeable, team-oriented Plan Consultant for our Retirement Plan Consulting Defined Benefit Team who has experience with the administration, valuation and compliance of traditional defined benefit and cash balance plans. Filling this critical role is an integral part of Sentinel’s Retirement Plan Services growth plan. This successful candidate must demonstrate a willingness to learn, strong attention to detail, excellent analytical and communication skills with a growth mindset.

What you'll bring to Sentinel:

Integrity – Your customer-centric attitude and commitment to doing what is right for our clients and their participants.

Expertise – You are a team player and continuous learner. You share your knowledge with your team, embrace new learning opportunities, and search for ways to improve our operations.

Empowerment – You demonstrate organizational skills, the ability to manage priorities, deadlines, and troubleshoot issues independently.

Excellence – Your detail-oriented approach leads to quality processing results for our clients and your communication skills allow you to communicate effectively with clients and internal team members.

Innovation – You learn quickly, collaborate with others, and share your ideas for improving our service.

What you’ll be responsible for:

• Performing and/or reviewing actuarial valuations of qualified defined benefit retirement plans in accordance with IRS rules and regulations
• Performing annual IRS compliance testing, including aggregated plan testing with defined contribution plans
• Preparation of AFTAP certifications
• Preparation of Schedule SB attachment to Form 5500 and assistance with preparation and filing of Form 5500
• Preparation of PBGC premium filings and submission of filings
• Answering a wide variety of client questions related to plan administration and participant inquiries
• Collaborating both internally and externally to facilitate the responsible handling of plan assets
• Developing/maintaining strong client relationships across many different industries with varying levels of financial experience
• Calculate and process benefits calculations and projected benefits estimates
• Assisting clients and prospects with plan design and redesign, including but not limited to aligning their DB plan (and DC plans) with objectives

About you:

We value people who are hard-working and smart. You need to be the kind of switched-on self-starter who can handle a broad variety of tasks efficiently, accurately and positively. Our industry is forever changing and we are looking for someone who is flexible and willing to embrace change.

What you need to have:

• BA/BS degree in Mathematics, Economics, Statistics or other business-related field.
• Attained Enrolled Actuary Credential
• 5+ years of Enrolled Actuary experience.
• Experience with Relius Administration is preferred but will not disqualify candidates.
• ASPPA credential is a plus.
• Ability to read and interpret retirement plan documents as well as IRS rules and regulations.
• Excellent communication skills
• Detail oriented
• Ability to multitask
• Intermediate to advanced knowledge of Microsoft Excel including the use of formulas and overall ability to learn and use different software packages.

What you’ll be part of:

Sentinel Benefits & Financial Group is devoted to making a difference in the lives of our people, our clients and our community. The core values that you will bring are Integrity, Expertise, Empowerment, Excellence and Innovation. We work hard, but we also recognize the value of balancing business with personal life. That’s why Sentinel Benefits offers a flexible work environment for our employees. Arrangements include teleworking and flexible schedules that are made with managers on an individual basis according to specific job responsibilities.

Some of our Benefits:

• PTO (vacation, sick, personal time bank)
• 12 Paid Holidays (10 stated and 2 floating holiday)
• 2 Community Volunteer Days
• 5 Summer Half Days
• Medical, Dental, Vision
• A retirement plan allowing for traditional (pre-tax) and Roth (after-tax) 401(k) Contributions – and yes, there’s a match!
• Life Insurance
• LTD & STD
• Parental Leave

See What We Stand For: https://www.sentinelgroup.com/About-Us/Join-Our-Team

Who we are:

Sentinel Benefits & Financial Group proudly serves more than 3,800 clients throughout the U.S., and for over 35 years, we’ve remained devoted to making a difference in the lives of our people, our clients and our community. With nearly 240 professionals tied to our mission to deliver great service—and a 9-year average associate tenure—we have become the only provider who makes benefits EASY: easy for your people; easy for your business; and easy for you.

Our ultimate goal is to take a holistic approach to help people prepare for their future health + wealth needs. From retirement plans to group health insurance to reimbursement accounts to financial planning, we engineer solutions and then continuously strive to make them better. Our in-house experts—and their commitment to excellence—define who we are. In 2021, 2022, and 2023 Sentinel earned a Top Workplace USA Award from Energage and was recognized by The Boston Globe as a Top Place to Work in 2020. Sentinel is also one of the largest employee benefits firms in Massachusetts (Boston Business Journal) and was named a 2022 Retirement Plan Adviser of the Year in the Mentorship category (PLANADVISER Magazine).

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