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Retirement Plan Document Specialist


in Encino CA / Telecommute

Job Functions, Essential Duties and Responsibilities

  • Draft plan document including new plan documents and plan restatements
  • Draft plan amendments
  • Prepare/update Summary of Plan Description and other related documents
  • Prepare IRS submissions
  • Prepare plan termination documents and submissions
  • Prepare annual notices
  • Perform technical research to answer compliance questions or resolve compliance issues
  • Work with Relationship Consultant to ensure signed documents are accurate and received timely
  • Complete assigned projects timely, accurately and in a cost effectively manner
  • Proactively participate in process improvement and innovation of current systems
  • Ensure client plan document files and records are organized and up to date
  • Commitment to ongoing pension education along with staying current with regulations and law changes
  • Enter consulting time in timekeeping system daily
  • Update workflow system daily
  • Perform Special projects
  • Provide back up to other teams as assigned
  • 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 

  • Excellent verbal and written communication skills, including the ability to communicate technical ideas
  • Must possess strong organizational skills
  • Must have knowledge of a variety of computer software applications in word processing, spreadsheets and database software
  • Self-starter who will take responsibility for completing tasks in a timely fashion
  • Work requires continual attention to detail in reviewing materials, managing multiple projects, establishing priorities and meeting deadlines
  • Dependable with excellent follow through on commitments and responsibilities
  • Conceptual and analytical
  • Ability to work in a team environment and also work independently as appropriate
  • Ability to work in fast paced, ever changing office environment
  • Must be willing to maintain a flexible work schedule and work overtime as needed
  • A minimum of 2 years of retirement plan administration experience or equivalent preferred
  • B.A. or B.S. degree preferred
  • ASPPA designation or actuarial exams preferred

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

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This ad has been viewed 1367 times. It expires on 4/29/2019.

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