Ascensus

Retirement Plan Consultant – Defined Benefit Plans

Ascensus

full-time

Posted on:

Location Type: Remote

Location: Florida • North Carolina • United States

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About the role

  • Serve as a resource to plan sponsors and financial advisors for matters related to ERISA compliance, plan design and governmental reporting
  • Handle client meetings both in person and via phone
  • Act as a mentor to Retirement Plan Coordinators, collaborating to meet or exceed defined business objectives, firm goals and client obligations
  • Assist clients with all initial and ongoing plan design and document needs
  • Promote awareness and educating all clients regarding their obligations with the IRS and DoL regulations
  • Maintain up-to-date knowledge of present legislation and proposed legislative changes with regard to ERISA law
  • Accountable for all aspects of valuation reports, participant statements and annual testing
  • Review distribution paperwork and coordinate processing of distributions with asset holder
  • Assist IRS and DOL auditors, if the plan is subject to an IRS or DOL audit
  • Coordinate with all applicable parties to ensure accurate conversion process for new clients

Requirements

  • Bachelor's 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
Benefits
  • Health insurance
  • Retirement plans
  • Paid time off
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
ERISA complianceplan designgovernmental reportingfinancial data analysisvaluation reportsparticipant statementsannual testingdistribution processing
Soft Skills
mentoringcollaborationcommunicationproblem solvingdetail orientedtask managementplanningprioritization
Certifications
Bachelor's degree