Senior Plan Compliance Specialist

Job not on LinkedIn

🔥 10 hours ago

🇺🇸 United States – Remote

💵 $80k - $95k / year

⏰ Full Time

🟠 Senior

🚔 Compliance

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Ascensus

WebsiteLinkedInAll Job Openings

5001 - 10000 employees

Founded 2000

💼 Consulting

🛡️ Insurance

💸 Finance

💰 Secondary Market on 2019-02

Consulting • Insurance • Finance

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

• Ability to perform or quality review nondiscrimination testing and other compliance related tasks completed by plan compliance team members • Participate in staff development of plan compliance team by providing ERISA technical guidance and quality review feedback • Expert understanding of qualified plan retirement plan contributions (including New Comparability) • Perform QDRO reviews for accuracy and completeness and determine the award to alternate payee • Review death distributions to determine beneficiary and payout period • Update compliance materials, participant forms, letters and distribution packages for law changes/disclosures within recordkeeping software and web access by client • Effectively execute resolution to escalated technical issues from clients and/or internal staff • Identify and utilize internal and external resources for compliance resolution • Provide plan design support for existing and on boarding clients • Participate in compliance related projects and other duties as assigned • Maintain an expert level knowledge of qualified plan regulations

🎯 Requirements

• College degree or relevant work experience required • QKA (Qualified 401 (k) Administrator) designation preferred • 10+ years of Retirement or Pension experience preferred • Ability to operate the following: PC, calculator, copy/scan/fax machine, telephone • Ability to work with the following software: Relius Administration, FTWilliams, CRM, Access, Excel, Word, Adobe, Relius Documents • Ability to read and interpret plan documents • Strong problem solving and analytical skills • Excellent communication skills, both written and verbal.

🏖️ Benefits

• 401(k) match • Medical • Dental • Vision • Paid-Time-Off