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Retirement Plan Consultant

Ascensus

in Telecommute

Ascensus

Section 1: Position Summary

Serve as a resource to plan sponsors and financial advisors for matters related to ERISA compliance, plan design and governmental reporting. This person is the single point of contact for employer, financial profession and plan sponsor for their accounts.  A Retirement Plan Consultant is able to handle client meetings both in person and via phone. This position serves as the retirement Plan expert on testing, 5500, loans and distributions and understands plan design and can assist on plan operation and document updates.

Section 2: Job Functions, Essential Duties and Responsibilities

  • Provide timely, superior customer service, including problem solving and issue resolution with minimal inconvenience to clients
  • Provide effective verbal and written communications in a clear, concise and informative manner
  • Act as a mentor to Retirement Plan Coordinators, collaborating to meet or exceed defined business objectives, firm goals and client obligations, as applicable 
  • Assist clients with all initial and ongoing plan design and document support, including understanding their responsibilities with IRS and Department of Labor regulations
  • Assist clients in meeting all IRS and Department of Labor deadlines necessary for qualified retirement plan
  • Assist clients with Service and IRS Plan terminations
  • Maintain up-to date knowledge of present legislation and proposed legislative changes with regard to ERISA law through self-study and company-sponsored training sessions
  • Complete/Assist with payroll processing as required by the products assigned
  • Responsible for all aspects of valuation reports, participant statements and annual testing
  • Review or perform, as needed, the annual testing for plans, including ADP/ACP, Top Heavy, 410(b), 415, 401(a)(4),deductibility, and 402(g)
  • Work with assigned coordinator(s) to provide compliant and accurate valuation reports, participant statements, trust accounting, annual testing and reporting as applicable
  • Review distribution paperwork and coordinate processing of distributions with asset holder
  • Review loan paperwork and coordinate processing of loans with asset holder
  • Review or prepares Form 5500 and coordinate with plan sponsor to help ensure timely filing
  • Assist auditors if a plan is subject to an audit
  • Assist IRS and DOL auditors, if the plan is subject to an IRS or DOL audit
  • Coordinate with all applicable parties, both internal and external, to ensure accurate conversion process for new clients (including but not limited to actuaries, financial advisors, attorneys)
  • As applicable, work with assistant to coordinate and oversee activities that will ensure timely and accurate completion of book of business
  • 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

Supervision  

  • N/A

Section 3:  Experience, Skills, Knowledge Requirements

  • Bachelor's degree preferred
  • 3-5 or more years ERISA experience in the retirement industry
  • Experience in analysis of financial data required
  • Experience in Relius software desirable, but not required
  • Strong Word, Excel, and Outlook skills
  • Strong written and oral communication skills
  • Strong analytical and problem solving skills
  • Strong attention to detail and the ability to prioritize, manage tasks and meet in connection with business operations, including related ERISA compliance matters
  • Ability to effectively plan and assign work and supervise support staff

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 10 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

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