Posted in Other 30+ days ago.
Type: Full Time
The Retirement Plan Coordinator will serve as a resource to plan consultant(s), plan sponsors and financial advisors for matters related to ERISA compliance, plan administration and governmental reporting.Job Functions, Essential Duties and ResponsibilitiesProvide timely, superior customer service, including problem solving with minimal inconvenience to clients
Provide effective verbal and written communications in a clear, concise and informative manner Collaborate with assigned plan consultant(s) to meet defined business objectives, firm goals and client obligations
Prepare and assemble year end census package
Process distribution paperwork for review and coordinate processing of distributions with asset holder
Prepare loan paperwork for review and coordinates processing of loans with asset holder
Prepare periodic notices, including safe harbor, quarterly benefit, plan expense and blackout period as required.
Work with assigned consultant(s) to assist with preparation of compliant and accurate valuation reports, participant statements, trust accounting, annual testing and reporting as applicable
Assist with preparation of DOL Form 5500 and related schedules for review and coordinate filing with plan sponsor
Assist with preparation of plan documents (new plans, amendments, terminations) and associated IRS filing 5310 and 5307
Complete filing tasks and other organizational assignments as assigned
Utilize office equipment including personal computer, scanner, fax and calculator
Serve as backup for other associates during scheduled and unscheduled absences
Other assignments as dictated by business needs, directed by your assigned Consultant(s) and/or team manager
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 Secondary school diploma required; college level courses desirable
ERISA experience in the retirement industry preferable
Experience in financial institution or business environment desirable
Experience with Datair and/or Relius software desirable
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 work with assigned consultant (s) in order to prioritize assignments, manage tasks and meet deadlines in connection with business operations, including related ERISA compliance matters
Ability to organize and manage multiple simultaneous tasks and prioritize competing priorities
We are proud to be an Equal Opportunity Employer
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 10 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