Ascensus
Finance • HR Tech
Ascensus is a company that values its people and emphasizes a culture guided by principles such as integrity, quality, and a commitment to high standards. It provides administrative and recordkeeping services, focusing on helping individuals achieve financially secure retirements and ensuring quality education for children. Ascensus is dedicated to diversity, inclusion, and providing equal opportunities, making it a rewarding place to work. The company also offers a wide range of benefits to its employees, including student loan refinancing and healthy living programs.
ERISA Analyst
Job not on LinkedIn
November 15
🔔 Pennsylvania – Remote
🌴 South Carolina – Remote
⏰ Full Time
🟡 Mid-level
🟠 Senior
🧐 Analyst
🦅 H1B Visa Sponsor
Ascensus
Finance • HR Tech
Ascensus is a company that values its people and emphasizes a culture guided by principles such as integrity, quality, and a commitment to high standards. It provides administrative and recordkeeping services, focusing on helping individuals achieve financially secure retirements and ensuring quality education for children. Ascensus is dedicated to diversity, inclusion, and providing equal opportunities, making it a rewarding place to work. The company also offers a wide range of benefits to its employees, including student loan refinancing and healthy living programs.
📋 Description
• Provide consulting services to internal teams, plan sponsors, and financial advisors on complex technical matters, including but not limited to plan design strategies, plan mergers, and regulatory compliance. • Conduct thorough reviews of individually designed plans and other complex retirement plans. • Support onboarding and amendment processes for 403(b) plans and customized 401(k) and 403(b) plan documents. • Prepare customized 401(k) and 403(b) employer-level plan documents using the Ascensus Plan Adoption System (PAS). • Provide support for special projects such as, IRS restatements and onboarding acquired blocks of plans.
🎯 Requirements
• Bachelor’s degree in business, finance, accounting, or a related field. • 3 years of Ascensus experience or 5 years industry experience. • Experience working with the Ascensus, Relius and Ft. William’s retirement plan documents preferred. • Demonstrate advanced Microsoft Office skills, specifically Outlook, Word, Excel, Power Point, Teams, and Lists. • Skills - Demonstrate excellent client service, excellent interpersonal skills, professional demeanor and positive attitude. • Demonstrate strong organizational and time management skills. • Accomplish detail-oriented tasks within given timeframes and standards. • Ability to effectively prioritize and complete multiple tasks timely. • Demonstrate excellent analytical and problem-solving skills. • Demonstrate sound business judgment and risk-taking skills, strong written and oral communication skills.
🏖️ Benefits
• Continuing Education - Enhance technical and industry knowledge by attending continuing education classes.
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