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Documents Consultant

Newport, an Ascensus Company

in Remote / Minneapolis MN

Logo for Newport, an Ascensus Company

Newport, an Ascensus company, helps employers offer their associates a more secure financial future through retirement plans, insurance and consulting services. Newport offers comprehensive plan solutions and consulting expertise to plan sponsors and the advisors who serve them. As a provider and partner, Newport is independent, experienced, and responsive.

ESSENTIAL FUNCTIONS

Reasonable accommodations may be made to enable individuals with
disabilities to perform these essential functions.

  1. Works directly with our internal Document Specialists to review start-up plan draft documents and the mapping of existing takeover plans, which include 401(k), 401(a), 403(b) and 457(b) (both governmental and tax-exempt)
  2. Works directly with clients and financial advisors on plan design for plans on-boarding through the Newport Conversions Team
  3. Schedules and facilitates plan design calls for plans on-boarding through the Newport Conversions Team
  4. Completes the final review of adoption agreement and other plan documents (notices, Summary Plan Description, loan policy, etc.) before final document package is released
  5. Works with the ERISA Consulting Team on complex issues that arise during the on-boarding process
  6. Answers document related questions from Newport associates
  7. Reviews technical amendments as needed
  8. Manages special projects with little oversight
  9. Interacts with sales team and other associates as needed to complete projects by established deadlines
  10. Ability to multitask, prioritize projects, shift priorities, work under pressure with competing deadlines during times of heavy volume, and take direction

SUPERVISORY RESPONSIBILITIES (NONE)

REQUIRED EDUCATION, EXPERIENCE AND CERTIFICATES, LICENSES, REGISTRATIONS

  • 4-year college degree required
  • 3-5 years experience working on and able to interpret 401k plan documents
  • Effectively utilizes Microsoft Office to include Excel and Word as well as various Documents related databases

PREFERRED (BUT NOT REQUIRED) EDUCATION OR SKILLS FOR THIS ROLE ARE

  • Preferred Designations from ASPPA or NIPPA

COMPETENCIES

  • Avid learner
  • Builds collaborative relationships
  • Committed
  • Client Oriented
  • Detail Oriented
  • Excellent verbal and written communication skills
  • Fostering teamwork
  • Independent
  • Planning and organizing
  • Problem solver

TRAVEL: Less than 5%

OTHER DUTIES
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
 

At Ascensus, we aspire to make a difference for others. We are a technology-enabled services company that helps people save for retirement, education, and healthcare through our network of institutional, financial advisor, and state partners. Our culture is guided by sound principles, is committed to high standards, operates with transparency, and welcomes diversity—housed within our Core Values: People Matter. Quality First. Integrity Always.®

As a leading independent recordkeeping services partner, retirement plan third-party administrator, and government savings facilitator, we aim to hire associates who find pride in going to work every day knowing that they help more than 12 million people save for what matters.

At Ascensus, we aspire to make a difference for others. We are a technology-enabled services company that helps people save for retirement, education, and healthcare through our network of institutional, financial advisor, and state partners. Our culture is guided by sound principles, is committed to high standards, operates with transparency, and welcomes diversity—housed within our Core Values: People Matter. Quality First. Integrity Always.®

As a leading independent recordkeeping services partner, retirement plan third-party administrator, and government savings facilitator, we aim to hire associates who find pride in going to work every day knowing that they help more than 12 million people save for what matters.

Ascensus provides equal employment opportunities to all associates and applicants for employment without regard to ancestry, race, color, religion, sex, (including pregnancy, childbirth, breastfeeding and/or related medical conditions), gender, gender identity, gender expression, national origin, age, physical or mental disability, medical condition (including cancer and genetic characteristics), marital status, military or veteran status, genetic information, sexual orientation, criminal conviction record or any other protected category in accordance with applicable federal, state, or local laws (“Protected Status”). 

How to Apply

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