Retirement Plan Consultant

🕒 il y a 1 jour

🔔 Pennsylvania – Distant

🔔 Pennsylvania – Remote

⏰ Temps Plein

🟡 Intermédiaire

🟠 Senior

💼 Consultant

🦅 Parrain de Visa H1B

Cette entreprise a parrainé des visas H1B par le passé.

Postuler Maintenant

Trouver des Emplois à Distance Similaires

Configurer une alerte email pour les nouveaux emplois

📊 Vérifiez votre score de CV pour ce poste

Améliorez vos chances d'obtenir un entretien en vérifiant votre score de CV avant de postuler.

Télécharger le CV

Ascensus

Site WebLinkedInTous les Emplois

5001 - 10000 employés

Fondée en 2000

💼 Conseil

🛡️ Assurance

💸 Finance

💰 Secondary Market en 2019-02

Consulting • Insurance • Finance

Ascensus est une entreprise qui valorise ses collaborateurs et met l'accent sur une culture guidée par des principes tels que l'intégrité, la qualité et un engagement envers des normes élevées. Elle fournit des services administratifs et de tenue de dossiers, se concentrant sur l'aide aux individus pour atteindre une retraite financièrement sûre et pour garantir une éducation de qualité aux enfants. Ascensus s'engage pour la diversité, l'inclusion et l'égalité des chances, en offrant un environnement de travail gratifiant. L'entreprise propose également un large éventail d'avantages à ses employés, y compris le refinancement des prêts étudiants et des programmes de vie saine.

Description

• Serve as a resource to plan sponsors and financial advisors regarding ERISA compliance, plan design, and governmental reporting • Act as the single point of contact for employers, financial professionals, and plan sponsors for assigned accounts • Handle client meetings by video and phone • Provide timely customer service, problem solving, and issue resolution • Mentor Retirement Plan Coordinators to meet business targets, firm goals, and client obligations • Assist with initial and ongoing plan design and document support • Help clients meet IRS and Department of Labor deadlines • Maintain current knowledge of ERISA legislation and proposed legislative changes • Communicate valuation reports, participant statements, and annual testing results to clients • Review or perform annual plan testing and communicate results • Coordinate valuation reports, participant statements, trust accounting, annual testing, and reporting with assigned coordinators • Coordinate FuturePlan operations for client audit requirements • Coordinate internal and external parties during new-client conversions • Coordinate and oversee activities to ensure timely and accurate completion of the book of business • Protect, secure, and properly handle confidential Ascensus data • Assist with other assigned tasks and projects

🎯 Exigences

• Bachelor's degree preferred • 3–5 or more years of ERISA experience in the retirement industry • Experience evaluating financial data • Experience with Relius software desirable, but not required • Strong Word, Excel, and Outlook skills • Strong written and oral communication skills • Strong evaluation and problem-solving skills • Strong attention to detail and ability to prioritize, manage tasks, and meet business operations and ERISA compliance requirements • Ability to plan and assign work and supervise staff • Ability to work in a team environment • Ability to react productively to change and handle essential tasks • Ability to work under pressure with multiple priorities and deadlines in a high-stress environment • Ability to make reliable judgments concerning issues with potential financial and client-relations liabilities • Strong facilitation, negotiation, and conflict-resolution skills • Ability to work in a fast-paced environment and handle multiple priorities • Ability to escalate issues appropriately within an organization • Ability to work additional hours as necessary to meet business needs