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401K Retirement Plan Consultant (remote opportunities available!)

Location:St. Petersburg, FL
Level:Full Time
Category: Client Operations

Description

Position Purpose:             

Serve as a resource to plan sponsors and financial advisors for matters related to ERISA compliance, plan design and governmental reporting. Use experience and knowledge to serve as a resource to internal associates

 

Essential Duties and Responsibilities:

  • Heads project teams and or provides training for Consultants or Assistants
  • Serves as technical resource for Consultants and Assistants
  • Provide superior customer service, including problem solving with minimal inconvenience to clients
  • Provides effective and timely verbal and written communications in a clear, concise and informative written manner
  • Assists the client with all initial and ongoing plan design and document support
  • Assists the clients in meeting all IRS and Department of Labor deadlines necessary for qualified retirement plan
  • 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
  • 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)
  • 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
  • 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.
  • 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.

 

Minimum Requirements:

  • Bachelors degree preferred
  • 3-5 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
  • 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.
Apply Now    

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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