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Defined Contribution Associate at Fidelity - ApplyBlast

Defined Contribution Associate

Fidelity

3 months ago

4.4 on Glassdoor

Greenwood Village, CO

Onsite

Full Time

Junior

0 applicants

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About this role

As an Associate in Workplace Consulting within Fidelity's Retirement Practice, you will collaborate with large defined contribution clients to align retirement benefit programs with business objectives under ERISA and other regulatory requirements. The role involves handling projects such as defined contribution calculations, mergers and acquisitions support, retirement plan design analysis, and delivering client presentations. You will work in a team-focused environment to apply your skills in balancing multiple priorities and fostering a productive work atmosphere.

Responsibilities

Collaborate with large defined contribution clients on retirement benefit strategies
Perform defined contribution calculations and retirement plan design analysis
Support mergers and acquisitions activities for client benefit programs
Prepare and deliver client presentations on regulatory and plan matters
Develop sophisticated spreadsheets for quantitative analysis and project planning

Skills

Qualifications

Bachelor's Degree in Mathematics, Economics, Business, or related fieldASPPA QKA or QKC Certification (preferred)

About Fidelity

fidelity.com

Headquarters

Boston, Massachusetts, United States

Company Size

10001+ employees

Founded

1946

View Profile

Fidelity Investments is a leading financial services company that specializes in helping individuals and businesses achieve their financial goals through a wide range of products and services. These offerings include brokerage, retirement planning, investment management, and wealth management, as well as tools for saving and spending efficiently. With a focus on customer support and financial guidance, Fidelity aims to empower its clients to make informed financial decisions to secure their futures. The company is known for its robust online trading platforms and comprehensive financial planning resources.