Primary Duties Recordkeeper Data Collection and Evaluation: · Partner with colleagues to support multiple client projects · Assist in recordkeeper RFPs, fee benchmarking studies, managed account reviews, governance support projects, among other projects · Conduct due diligence reviews of recordkeepers and other DC-related service providers Subject Matter Expert: · Interact with clients and consultants on reviewing recordkeeper services · Generate analysis of recordkeeper services, fees, and managed accounts · Finalize and present quality deliverables to clients · Respond to special requests · Assist with the preparation of presentations and reports on changing laws and the impact on employers and their DC plans · Contribute to the development of new tools and approaches related to compliance consulting, recordkeeper searches, fee benchmarking studies, managed account reviews, etc. Additionally, you should have a genuine interest in investments, data analysis, and reporting, intellectual curiosity, strong project and time management skills, and a true appreciation for the value of building strong, trusted relationships with clients and fellow Callan colleagues.