Compliance Manager, Fiduciary

🔥 1 minute ago

🔔 Pennsylvania – Remote

🔔 Pennsylvania – Remote

⏰ Full Time

🟢 Junior

🟡 Mid-level

🚔 Compliance

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 10%

What it means: the chance that no one is really hiring for this job.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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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

• Respond to plan sponsor and participant questions • Assist in servicing accounts and overseeing participant requests • Monitor support and team emails • Prepare, maintain, and submit recordkeeper access forms for assigned plans • Perform payroll uploads for assigned plans • Conduct monthly monitoring for assigned plans • Monitor, process, and confirm force-outs • Complete annual validation forms • Review year-end compliance testing and confirm necessary corrections • Provide information for annual 5500 audits • Sign 5500 forms and assist with SPY RFS for sponsors • Prepare annual plan assessments • Prepare year-end oversight documents • Complete 404(a)(5) and 408(b)(2) assessments • Manage plan notices • Complete annual and interim notices and disclosures via Plan Notice-Assigned Plans • Serve as primary point of contact for plan sponsors, advisors, and other service providers • Participate in weekly committee meetings overseeing fiduciary governance and plan operations

🎯 Requirements

• Minimum 4 year Bachelors Degree from an accredited university • Minimum 2 years of qualified plan experience • Fiduciary Administration experience • Strong interpersonal skills • Excellent oral and written communication skills • Ability to organize, prioritize, and manage multiple tasks within established timeframe • Excellent analytical and critical thinking skills • Exceptional skills in Microsoft Office Suite and Excel preferred • Familiarity with Microsoft Word and Adobe Acrobat a plus • Preferred certifications: QKA, CPFA, CkP, AIF

🏖️ Benefits

• Remote work • Full-time employment

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