Ascensus
Retirement Plan Consultant
Ascensus, Phila, Pennsylvania, United States,
Section 1: Position SummaryServe 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. Additionally, this individual can easily grasp plan design with the ability to assist in plan operation and document updates.Section 2: Job Functions, Essential Duties and ResponsibilitiesProvide timely, exceptional customer service, including problem solving and issue resolution with minimal inconvenience to clientsProvide effective verbal and written communications in a clear, concise and informative mannerAct as a mentor to Retirement Plan Coordinators, collaborating to meet or exceed defined business objectives, firm goals and client obligations, as applicableAssist clients with all initial and ongoing plan design and document needs, including promoting awareness and educating all clients in regards to their obligations with the IRS and DoL regulations.Assist clients in meeting all IRS and Department of Labor deadlines necessary for qualified retirement planAssist clients with Service and IRS Plan terminationsMaintain up-to date knowledge of present legislation and proposed legislative changes with regard to ERISA law through self-study and company-sponsored training sessionsComplete/Assist with payroll processing as required by the products assignedAccountable for all aspects of valuation reports, participant statements and annual testingReview 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 applicableReview distribution paperwork and coordinate processing of distributions with asset holderReview loan paperwork and coordinate processing of loans with asset holderReview or prepares Form 5500 and coordinate with plan sponsor to help ensure timely filingAssist auditors if a plan is subject to an auditAssist IRS and DOL auditors, if the plan is subject to an IRS or DOL auditCoordinate 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 businessAssist with other tasks and projects 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
SupervisionN/ASection 3: Experience, Skills, Knowledge Requirements
Bachelors 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 analytic mentality associated with problem solving skills
Detail oriented with the ability to prioritize and manage tasks to partner with business operations, including related ERISA compliance matters
Ability to effectively plan and assign work to and oversee plan associates that are qualified to assist with plan modifications
We are proud to be an Equal Opportunity EmployerBe aware of employment fraud. All email communications from Ascensus or its hiring managers originate from @ascensus.com or @futureplan.com email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.
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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
SupervisionN/ASection 3: Experience, Skills, Knowledge Requirements
Bachelors 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 analytic mentality associated with problem solving skills
Detail oriented with the ability to prioritize and manage tasks to partner with business operations, including related ERISA compliance matters
Ability to effectively plan and assign work to and oversee plan associates that are qualified to assist with plan modifications
We are proud to be an Equal Opportunity EmployerBe aware of employment fraud. All email communications from Ascensus or its hiring managers originate from @ascensus.com or @futureplan.com email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.
#J-18808-Ljbffr