This job listing has expired and the position may no longer be open for hire.

Senior Retirement Plan Consultant at Ascensus in Anchorage, Alaska

Posted in Other 30+ days ago.





Job Description:

Section 1: Position Summary

Serve as a resource to plan sponsors and financial advisors for matters related to ERISA compliance, plan design and governmental reporting. This position requires expert knowledge of plan design, testing, 5500's, loans and distributions. Use experience and knowledge to serve as a resource to internal associates.

Section 2: Job Functions, 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 and communicate results with clients


  • Reviews distribution paperwork and coordinates processing of distributions with asset holder


  • Reviews loan paperwork and coordinates processing of loans with asset holder


  • Reviews 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.


  • 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


Supervision

  • N/A

Section 3: Experience, Skills, Knowledge Requirements


  • Bachelor's degree preferred


  • 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.


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 provides equal employment opportunities to all associates and applicants for employment without regard to ancestry, race, color, religion, sex, (including pregnancy, childbirth, breastfeeding and/or related medical conditions), gender, gender identity, gender expression, national origin, age, physical or mental disability, medical condition (including cancer and genetic characteristics), marital status, military or veteran status, genetic information, sexual orientation, criminal conviction record or any other protected category in accordance with applicable federal, state, or local laws ("Protected Status").




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