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Retirement Plan Consultant

Location:Indianapolis, IN
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.



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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