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401(k) Compliance Administrator

Ascensus

in San Diego CA

Position Summary

Serve as a resource to plan consultants for matters related to ERISA compliance and Plan corrections.  Assists Compliance Department with correction and drafting of SCP, VCP forms, as well as calculation of late interest and missed deferral opportunities.  Some client communication.  Separately includes assisting the Marketing/New Client Department with intake of Takeovers, New Client and implementation.

Job Functions, Essential Duties and Responsibilities

  • Provide effective verbal and written communications in a clear, concise and informative manner.
  • Collaborate with assigned plan consultants to meet defined business objectives, firm goals and client obligations
  • Assist plan consultants in meeting all IRS and Department of Labor deadlines applicable to qualified retirement plans
  • Maintain knowledge of present legislation and proposed legislative changes with regard to ERISA law through self study and company-sponsored training sessions
  • Complete filing tasks and other organizational assignments as assigned
  • Assist with government filings for Plan corrections -- VCP, SCP, etc.
  • Assist with review of takeover data for implementation of new clients
  • Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients.
  • Our I-Client service philosophy and our Core Values of People Matter, Quality First and Integrity Always® should be visible in your actions on a day to day basis showing your support of our organizational culture.
  • Assist with other tasks and projects as assigned

Experience, Skills, Knowledge Requirements

  • ERISA experience in the retirement industry
  • Experience in financial institution or business environment desirable
  • Strong Word and Outlook skills
  • Strong Excel skills with an emphasizes on Excel Formulas
  • Strong written and oral communication skills
  • Strong analytical and problem solving skills
  • Strong attention to detail and the ability to work with assigned consultant (s) in order to prioritize assignments, manage tasks and meet deadlines in connection with business operations, including related ERISA compliance matters
  • Ability to organize and manage multiple simultaneous tasks and prioritize competing priorities

We are proud to be an Equal Opportunity Employer

Ascensus is a place to have a career, not just a job. As the largest US independent retirement and college savings services provider, we put our focus on people.  Our culture is guided by sound principles, is committed to high standards, operates with transparency, and welcomes diversity. When you join our team, you get to go to work every day knowing that you help over 6 million Americans save for retirement and college.

Ascensus is an Equal Opportunity Employer and does not discriminate on the basis of race, color, creed, national origin, ancestry, religion, age, citizenship, sex, marital or veteran status, disability or handicap, sexual orientation or any other basis prohibited by applicable law. Ascensus also takes affirmative action to employ, and advance in employment, qualified women, minorities, and covered veterans. Ascensus also makes reasonable accommodations for qualified individuals with disabilities, in accordance with the Americans with Disabilities Act and applicable state laws

How to Apply

Apply online using this link:  https://www.applytracking.com/track.aspx/wfBjs


This ad has been viewed 681 times. It expires on 3/27/2019.

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