Industry Solutions Consultant, Defined Contribution

Wolters Kluwer’s ftwilliam.com platform empowers professionals to streamline Defined Contribution (DC) plan compliance testing, valuation, and proposal generation.

As an Industry Solutions Consultant – Defined Contribution, you’ll play a critical role in ensuring our solutions meet the highest standards of accuracy and functionality. In this position, you’ll leverage your expertise in ERISA regulations and plan design—covering Defined Contribution plans—to influence feature design and perform rigorous testing. Working within an agile team, you’ll help deliver enhancements that make a real impact for our customers, ensuring every release is reliable, compliant, and user-focused.

You will report to the Manager, Consulting - Industry Solutions and work a hybrid schedule (2 days in office, 3 days from home) from one of our local offices.

Responsibilities:

• Collaborate with the product owner and development team to refine user stories before development begins

• Create sample plans, expected results, and acceptance criteria for new features

• Manually calculate compliance tests (examples include: ADP/ACP test, 410(b) Coverage Test, Rate Group Test, Average Benefit Test) to ensure system calculations are correct

• Perform comprehensive testing of new features and document all tests conducted, including manual and automated tests

• Ensure software functionality aligns with ERISA laws and regulations

• Stay current with ERISA laws, regulations, and industry standards

• Maintain detailed documentation for future testing of similar features and enhancements

• Identify and suggest software improvements during the testing process

• Keep up to date with best practices in testing methodologies and tools

• Work closely with other Industry Solutions Consultants to develop consistent testing policies and procedures

Qualifications:

• ASPPA Credential, Qualified 401(k) Administrator (QKA); (2) Qualified 401(k) Consultant (QKC); and/or (3) Qualified Plan Administrator (QPA)

• Experience administering defined contribution plans, such as 401(k) or profit-sharing plans.

• 1 years of experience working in a development QA environment

• Experience with customer support is a plus

• Familiarity with various project management and workflow tools

• Experience with ftwilliam.com DB Compliance software is a plus

• Detail oriented

• Quick learner and self-starter

• Ability to multi-task

• Ability to work well in a team

• Ability to perform well under pressure

• Ability to perform well with minimal supervision