Retirement Plan Consultant

🔥 0 minutes ago

🏖️ New Jersey – Remote

🏖️ New Jersey – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

💼 Consultant

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 10%

What it means: how likely this posting is sitting open without active hiring.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

• Serve as a resource to plan sponsors and financial advisors on ERISA compliance, plan design, and governmental reporting • Act as the single point of contact for employers, financial professionals, and plan sponsors • Handle client meetings in person and via phone • Provide retirement plan expertise on testing, Form 5500, loans, and distributions • Assist with plan operation and document updates • Provide customer service, problem solving, and issue resolution • Mentor Retirement Plan Coordinators • Assist clients with plan design, document needs, and IRS and Department of Labor obligations • Help clients meet IRS and Department of Labor deadlines • Process plan terminations, payroll, distributions, and loans as required • Maintain knowledge of ERISA legislation and regulatory changes • Prepare or review valuation reports, participant statements, trust accounting, annual testing, and reporting • Review or perform ADP/ACP, Top Heavy, 410(b), 415, 401(a)(4), deductibility, and 402(g) testing • Review or prepare Form 5500 and coordinate timely filing • Assist with plan, IRS, and Department of Labor audits • Coordinate new-client conversion processes with actuaries, financial advisors, attorneys, and other parties • Coordinate and oversee activities to ensure timely and accurate completion of the book of business • Protect confidential Ascensus and client data

🎯 Requirements

• Bachelor’s degree preferred • 3–5 or more years of ERISA experience in the retirement industry • Experience in analysis of financial data required • Experience in Relius software desirable, but not required • Strong Word, Excel, and Outlook skills • Strong written and oral communication skills • Strong analytical mentality associated with problem-solving skills • Detail-oriented with the ability to prioritize and manage tasks • Ability to partner with business operations on ERISA compliance matters • Ability to plan, assign, and oversee work of qualified plan associates

🏖️ Benefits

• Company-sponsored training sessions • High-touch personalized service environment backed by a large national firm • Equal Opportunity Employer