Defined Contribution Reviewer
- Remote, worldwide
- Senior
- Posted 2 weeks ago
or apply from Claude / ChatGPT / Muse
Review role for an experienced retirement plan professional, checking defined contribution administration and compliance for a firm that serves small and mid-sized businesses.
About the role
The work covers valuations, testing and filings, plus a small client portfolio of your own. You would also be the person colleagues come to with hard technical questions.
At a glance
- Pay
- Not stated in the posting
- Remote scope
- Remote, worldwide
- Seniority
- Senior
- Skills
- ERISA, Defined contribution plans
- Posted
- 9 Oct 2026
- Last checked
- 28 Oct 2026
What you will do
- Review plan valuations, contributions, allocations, vesting and distributions
- Review annual reports, participant disclosures, Forms 5500 and 8955-SSA and client communications
- Research ERISA, IRS and Department of Labor questions and advise the team
- Manage a small portfolio of retirement plan clients
- Guide and train plan administrators on complex administration and compliance
What they look for
- Extensive technical knowledge of defined contribution plan administration
- Strong analytical skills and close attention to detail
- A collaborative approach to solving problems
How Keywordise applies for you
Alex Demo
[email protected]
From your CV
Yes, fully remote
- Sent
- 09:41
- Attached
- Your tailored CV
- 1Upload your CVAdd your CV once. It takes about a minute.
- 2Tailored to this jobKeywordise writes a CV and a cover letter for this job from your real experience.
- 3The form fills itselfName, email, experience and screening questions, field by field.
- 4Application sentYou get a receipt and follow it in your dashboard.
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Connect Keywordise to your assistant once, then send it the prompt. It applies for you.
Claude
- In Claude, open Settings, then Connectors, and choose Add custom connector.
- Name it Keywordise and paste the connector URL.
- Click Connect, log in to Keywordise and approve. Then send the prompt in a new chat.
https://keywordise.com/mcpDisconnect any time in your Keywordise settings.
ChatGPT
- In ChatGPT, open Settings, then Connectors. On plans that need it, turn on developer mode first.
- Add a new connector with the connector URL and choose OAuth. Leave the client ID and secret empty.
- Log in to Keywordise and approve. Then send the prompt in a new chat.
https://keywordise.com/mcpDisconnect any time in your Keywordise settings.
Muse
- Open Muse (muse.ai or the app) and send it the message below.
- If Muse asks how to sign in, answer OAuth. Open the sign-in link it sends, log in to Keywordise and approve.
- Send the prompt. Muse asks before it sends anything.
Add a custom connector called Keywordise. It is a remote MCP server at https://keywordise.com/mcp and uses OAuth. Give me the sign-in link.Muse is available in the US only for now.
Apply to Keywordise job 3slmxh2kxlQuestions about this job
Is this a remote job, and where can I work from?
The posting lists it as remote with no single country named, so candidates from different countries can apply.
What does this job pay?
The posting does not state a salary, so there is no figure to quote.
What experience is needed?
It is a senior role. The posting asks for: extensive technical knowledge of defined contribution plan administration; strong analytical skills and close attention to detail; a collaborative approach to solving problems. Skills it names include ERISA, Defined contribution plans.
How do I apply with Keywordise AI?
Select Apply with Keywordise AI, sign up and upload your CV. Keywordise writes a CV and a cover letter for this job from your real experience and applies for you. The 7-day free trial needs no card.
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