Retirement Plan Consultant

🔥 12 minutes ago

🔔 Pennsylvania – Remote

🔔 Pennsylvania – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

💼 Consultant

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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 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

🎯 Requirements

• 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