Retirement Plan Consultant

4 days ago

🇺🇸 United States – Remote

🏖️ New Jersey – Remote

Although this job is listed in New Jersey, this company may be open to hiring remote in other states.

🌲 North Carolina – Remote

Although this job is listed in North Carolina, this company may be open to hiring remote in other states.

+1 more states

🏖️ New Jersey – Remote 🌲 North Carolina – Remote 🤠 Texas – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

💼 Consultant

🦅 H1B Visa Sponsor

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Ascensus

WebsiteLinkedInAll Job Openings

Retirement plan services • Education savings • ABLE accounts

5001 - 10000 employees

Founded 2000

💸 Finance

👥 HR Tech

💰 Secondary Market on 2019-02

Description

• Serve as a resource to plan sponsors and financial advisors for matters related to ERISA compliance, plan design and governmental reporting. • Provide timely, exceptional customer service, including problem solving and issue resolution with minimal inconvenience to clients. • Provide effective verbal and written communications in a clear, concise and informative manner. • Act as a mentor to Retirement Plan Coordinators, collaborating to meet or exceed defined business objectives, firm goals and client obligations, as applicable. • Assist clients with all initial and ongoing plan design and document needs, including promoting awareness and educating all clients in regards to their obligations with the IRS and DoL regulations. • Assist clients in meeting all IRS and Department of Labor deadlines necessary for qualified retirement plans. • Maintain up-to date knowledge of present legislation and proposed legislative changes with regard to ERISA law through self-study and company-sponsored training sessions. • Accountable for all aspects of valuation reports, participant statements and annual testing. • Review or perform, as needed, the annual testing for plans, including ADP/ACP, Top Heavy, 410(b), 415, 401(a)(4), deductibility, and 402(g). • Assist auditors if a plan is subject to an audit. • Coordinate with all applicable parties, both internal and external, to ensure accurate conversion process for new clients.

Requirements

• Bachelors degree preferred • 3-5 or more years 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 analytic mentality associated with problem solving skills • Detail oriented with the ability to prioritize and manage tasks to partner with business operations, including related ERISA compliance matters • Ability to effectively plan and assign work to and oversee plan associates that are qualified to assist with plan modifications