Job Functions, Essential Duties and Responsibilities

• Provide timely, superior customer service, including problem solving and issue resolution with minimal inconvenience to clients

• Provide effective verbal and written communications in a clear, concise and informative manner

• Act 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

• Assist clients with Service and IRS Plan terminations

• Maintain up-to date knowledge of present legislation and proposed legislative changes with regard to ERISA law through self-study and company-sponsored training sessions

• Complete/Assist with payroll processing as required by the products assigned

• Responsible for all aspects of valuation reports, participant statements and annual testing

• Review 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 applicable

• Review distribution paperwork and coordinate processing of distributions with asset holder

• Review loan paperwork and coordinate processing of loans with asset holder

• Review or prepares Form 5500 and coordinate with plan sponsor to help ensure timely filing

• Assist auditors if a plan is subject to an audit

• Assist 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

• Assist 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

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 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

We are proud to be an Equal Opportunity Employer