401(k), Cash Balance Combo Retirement Plan Administrator

Job not on LinkedIn

🔥 0 minutes ago

🔔 Pennsylvania – Remote

🔔 Pennsylvania – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

🖥️ Administration

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 10%

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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

• Complete contribution calculations and annual nondiscrimination testing for small to medium 401(k)/Cash Balance plans • Review employee census data and prepare client questions • Perform ADP/ACP, 410(b), 401(a)(4), and 401(a)(26) nondiscrimination testing • Calculate options for failed tests • Complete DC balance forward valuations, journals, and participant statements • Calculate cash balance contributions and earnings and prepare related journals and participant statements • Perform self-employment income calculations • Perform year-end estimates, plan design studies, and projections • Perform and review trust accounting and Forms 5500-SF • Conduct technical research and assist consultants with compliance and plan design issues • Identify consulting opportunities and propose value-added recommendations • Support improvements to testing procedures and programs, including testing new systems and writing procedures • Participate in team meetings and collaborative discussions • Independently manage assigned workload and update the workflow system daily • Complete projects accurately, efficiently, and on time • Protect, secure, and properly handle confidential Ascensus and client data • Provide backup support and additional assigned tasks

🎯 Requirements

• Minimum of 3 years of experience administering 401(k)/Profit Sharing/Cash Balance plans • Intermediate to advanced experience performing DC nondiscrimination testing including carve-outs, new comparability, gateway, and top-heavy • Hands-on cash balance experience, including calculating hypothetical contributions, performing 401(a)(26) and combo DC/CB nondiscrimination testing • Intermediate to advanced understanding of retirement plan regulations • Strong verbal and written communication skills, with the ability to clearly explain technical concepts • Attention to detail and accuracy • Strong analytical and problem-solving abilities • Intermediate proficiency in Excel • Basic accounting skills • Ability to work independently and collaborate with others • Strong organization, time management, and project management skills • Ability to manage multiple priorities and adjust to changing business needs • Reliable and accountable with a proven ability to follow through on commitments and responsibilities • Commitment to professional development and retirement industry education • Availability to work overtime when business needs require • Comfortable working in a fast-paced remote environment • Must have an uninterrupted virtual workspace and family care in place during business hours • Internet work speed of 25 Mbps or better for individual use • ASPPA CPC or QPA designation preferred

🏖️ Benefits

• 401(k)/Cash Balance Combo Retirement Plan • Remote work arrangement • Professional development and retirement industry education • ASPPA CPC or QPA designation support/preference • Overtime availability when business needs require • Uninterrupted virtual workspace and internet work speed requirement guidance for remote work