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Posted 03/31/2022

Job Summary

The Defined Contribution Plan Analyst is responsible for all testing and service on assigned client’s plans. This includes but is not limited to the setup and maintenance of all retirement plan specifications and census information, annual compliance testing, preparation of required forms and fielding questions from client contacts. This position works under general supervision exercising a great deal of initiative and independent judgement in the performance of any assigned tasks. In this role both technical and project management skills are utilized.

Our firm provides the proper candidate with the ability to work remote while being connected to the rest of the team. Provides the opportunity for client management and direct client contact. We provide creative plan designs for small businesses, unique relationship with senior tax CPA’s who help provide creative solutions specific to the business, opportunities for growth and advancement in a growing firm.

Duties / Responsibilities

  • Assist in the development and review of plan specification for retirement administration clients from plan documents, summary plan descriptions and proposal calculations
  • Identify and load essential data for plan conversions and annual administration & testing.
  • Prepare annual compliance tests and instruct client on necessary corrective actions
  • Prepare annual 5500 returns as well as any related schedules or Form 5330 for plan corrections.
  • Prepare and or review participant distributions forms for client plans.
  • Assist auditors by providing reports and documents for large plan audits.
  • Act as liaison with actuary or Defined Benefit team on any combined plan designs

Required Skills / Abilities

  • Ability to work in collaborative team environment and individually
  • Excellent analytical capabilities with great attention to detail.
  • Ability to solve problems efficiently while being innovative and creative.
  • Proficient in the use of Microsoft Windows and Microsoft Office suite (word and excel).
  • Excellent Organization skills, with the ability to multi task and track multiple tasks and issues, set and prioritize tasks in a fast-paced environment.
  • Basic Project Management skills.
  • Willingness and flexibility to work additional hours to finish projects during peak seasons
  • Qualified Pension Administrator (QPA) designation from the American Society of Pension Actuaries (ASPPA) or similar level of certification or testing achieved in National Institute of Pension Administrators (NIPA) or willingness to pursue ASPPA exams
  • Performs other duties as assigned.

Education and Experience

  • Bachelor’s degree preferred with focus in Accounting or Mathematics a plus.
  • Defined Contribution administration experience (two years or more) preferred.
  • Defined Benefit experience a plus.

Salary commensurate with experience. Submit resume or inquiries to [email protected]

Posted 05/05/2021

Retirement Plan Consultant - Remote/Work from home

Job Description

Serve as a resource to plan sponsors and financial advisors for matters related to ERISA compliance, plan design and governmental reporting. Use experience and knowledge to serve as a resource to internal associates

Essential Duties and Responsibilities:

  • Perform all tasks required as part of the Annual Valuation process for Qualified Retirement Plans, primarily Defined Contribution - PS, MP, 401k, 403b.
  • Provide superior customer service, including problem solving with minimal inconvenience to clients
  • Provides effective and timely verbal and written communications in a clear, concise and informative written manner
  • Assists the client with all initial and ongoing plan design and document support
  • Assists the clients in meeting all IRS and Department of Labor deadlines necessary for qualified retirement plan
  • Maintains up-to date knowledge of present legislation and proposed legislative changes with regard to ERISA law through self study and company-sponsored training sessions
  • Responsible for all aspects of valuation reports, participant statements and annual testing
  • Reviews or performs, as needed, the annual testing for plans, including ADP/ACP, Top Heavy, 410(b), 415, 414(s), 401(a)(4) general test/ new comparability , deductibility, and 402(g)
  • Reviews distribution paperwork and coordinates processing of distributions with asset holder
  • Reviews loan paperwork and coordinates processing of loans with asset holder
  • Reviews or prepares Form 5500 and coordinates with plan sponsor to help ensure timely filing
  • Assists auditors if a plan is subject to an audit
  • Assists IRS and DOL auditors, if the plan is subject to an IRS or DOL audit
  • Coordinate with all applicable parties, both internal and external, to ensure accurate conversion process for new clients
  • As applicable, work with assistant to coordinate and oversee activities that will ensure timely and accurate completion of book of business
  • Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients.
  • The I-Client philosophy and the Core Values of People Matter, Quality First and Integrity Always® should be visible in your actions on a day to day basis showing your support of our organizational culture.

Minimum Requirements:

  • Bachelors degree preferred
  • ASPPA and or NIPA credentials preferred
  • 3-5 years ERISA experience in the retirement industry
  • Experience in Datair software preferred
  • Experience with DB and CB plans desirable
  • Experience in analysis of financial data required
  • Strong Word, Excel, and Outlook skills
  • Strong Adobe skills
  • Strong written and oral communication skills
  • Strong analytical and problem solving skills
  • Strong attention to detail and the ability to prioritize, manage tasks and meet in connection with business operations, including related ERISA compliance matters
  • Ability to effectively plan and assign work and supervise support staff
  • Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients.
  • The I-Client philosophy and the Core Values of People Matter, Quality First and Integrity Always® should be visible in your actions on a day to day basis showing your support of our organizational culture.

Ascensus is a place to have a career, not just a job. As the largest US independent retirement and college savings services provider, we put our focus on people. Our culture is guided by sound principles, is committed to high standards, operates with transparency, and welcomes diversity. When you join our team, you get to go to work every day knowing that you help over 10 million Americans save for retirement and college.

Please apply here: http://adtrk.tw/tp/rj6-jlROn_e_K

 

We highly recommend The BenefitsLink Job Board for both posting open positions and
seeking employment in the employee benefits field.

DATAIR Employee Benefit Systems, Inc. makes no representations about the companies or positions listed. The listing company is solely responsible for the accuracy of the information provided.
 

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