Retirement Plan Consultant – Defined Benefit Plans
Ascensus
full-time
Posted on:
Location Type: Remote
Location: Remote • Florida, North Carolina, Ohio, Pennsylvania • 🇺🇸 United States
Visit company websiteJob Level
Mid-LevelSenior
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
ERISA complianceplan designgovernmental reportingfinancial data analysisvaluation reportsparticipant statementsannual testingdistribution processing
Soft skills
mentoringcollaborationcommunicationproblem solvingdetail orientedtask managementplanningprioritization
Certifications
Bachelor's degree