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Retirement Plan Administrator (DB/cash balance combo exp. req.) - Remote opportunities available!

Location:Tampa, FL
Level:Full Time
Category: Client Operations

Description

Essential Duties and Responsibilities:

  • 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.
  • The I-Client philosophy and the 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
  • Provide timely, superior customer service, including problem solving and issue resolution with minimal inconvenience to clients
  • Provides effective verbal and written communications in a clear, concise and informative manner
  • Acts 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
  • Assists clients with Service and IRS Plan terminations
  • Maintains up-to date knowledge of present legislation and proposed legislative changes with regard to ERISA law through self study and company-sponsored training sessions
  • Completes/Assist with payroll processing as required by the products assigned
  • Responsible for all aspects of valuation reports, participant statements and annual testing
  • Reviews or performs, 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
  • Reviews distribution paperwork and coordinates processing of distributions with asset holder
  • Reviews loan paperwork and coordinates processing of loans with asset holder
  • Reviews or prepares Form 5500 and coordinates with plan sponsor to help ensure timely filing
  • Assists auditors if a plan is subject to an audit
  • Assists 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

 

 

Minimum Requirements:

  • Bachelors degree preferred
  • 1-3 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 deadlines 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 EEO employer M/F/D/V.

 

 

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What makes any career at Ascensus so rewarding?

  • Collaborative, idea-sharing environment
  • Professional development
    • In-house training
    • Tuition reimbursement
  • Generous reward programs
  • Paid time off (additional purchase plan)
  • Medical, dental & vision benefits
  • Health savings account (employer contribution up to $1,100)
  • 401(k) & 529 match programs
  • Volunteer/charitable-giving programs
  • Business casual dress
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