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Retirement Plan Specialist (Entry to Sr. level) Recent grads welcome!

Location:Dresher, PA
Level:Full Time
Category: Client Operations

Description

Position Purpose:                Primary responsibilities include providing consulting services to Ascensus clients through Ascensus’ technical access service, providing in-house consulting, conducting seminars, technical research, analysis and special projects as assigned.

Essential Duties and Responsibilities:  

Phones

  • Answer 1-800 QRP queues

Training

  • Conduct presentations at the ERISA technical consulting meeting or other internal ERISA department training
  • Co-teach QRP seminars and webinars

Legal Retirement Plan Document Drafting

  • Demonstrate a functional knowledge of Ascensus retirement plan documents

Forms

  • Demonstrate a functional knowledge of Ascensus retirement plan forms and notices

Employer Level QRP Document Drafting

  • Complete employer level qualified retirement plan documents

Employer Plan Document Reviews

  • Review prototype document for application in Plan Services Group/Document Compliance Services

Fee-for-Service Engagements (Corrections, Controlled Group Determinations, Determination Letter Filings)

  • Assist with fee-for-service engagements
  • Independently create interdepartmental correspondence regarding fee-for-service engagements
  • Assist with basic external fee-for-service consultations

Special Projects (IT, project management)

  • Participate in special projects

Research

  • Complete basic QRP research projects and present basic QRP research findings

Retirement Technical Knowledge (QRP and specialty plans (e.g., 403(b), 457, DB, Cash Balance, ESOP, non-qualified, 409A))

  • Demonstrate a basic understanding of the main features and common differences between the various plan types (e.g., QRP, 403(b), 457, DB, Cash Balance, ESOP)

Industry Knowledge

  • Demonstrate basic knowledge of the retirement plans industry including the applicable regulatory agencies (e.g., DOL and IRS)

Continuing Education

  • Enhance technical and industry knowledge by attending continuing education classes

SLAs

  • Meet department service level standards
  • Perform other duties and projects as assigned

Probationary Period

  • Complete QRP new associate training and pass oral evaluation within 12-18 weeks

Minimum Requirements:

Internal Exams

  • Internal QP Oral Exam

Degrees

  • Bachelor’s degree in business, finance, accounting or a related field

Core Values & I-Client

  • Consistently display and model the Ascensus core values and I-Client philosophy

Software Applications

  • Demonstrate basic proficiency in Outlook and MS Office software applications, specifically Word, Excel, and Power Point

Skills

  • Demonstrate excellent client service skills
  • Demonstrate excellent interpersonal skills, professional demeanor and positive attitude
  • Demonstrate strong organizational and time management skills
  • Accomplish detail oriented tasks within given timeframes and standards
  • Ability to prioritize and complete multiple tasks
  • Demonstrate excellent analytical and problem solving skills
  • Demonstrate strong written and oral communication skills
  • Demonstrate strong seminar training and presentation skills

"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."



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

 

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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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