Serve as a resource to plan sponsors and financial advisors for matters related to defined benefit and defined contribution ERISA compliance, plan design and governmental reporting.
Use experience and knowledge to serve as a resource to internal associates.
This position serves as the retirement plan expert on DC and DB plans on combined-plan testing, 5500, loans and distributions and understands plan design and can assist on plan operation and document updates.Job Functions, Essential Duties and ResponsibilitiesProvide superior customer service, including problem solving with minimal inconvenience to clientsProvide effective and timely verbal and written communications in a clear, concise and informative written mannerAssist the client with all initial and ongoing plan design and document supportAssist the client in meeting all IRS and Department of Labor deadlines necessary for qualified retirement planMaintain up-to date knowledge of present legislation and proposed legislative changes with regard to ERISA law through self study and company-sponsored training sessionsResponsible for most all aspects of actuarial valuation reports, participant statements, Annual Funding Notice, and AFTAP preparationReview or perform, as needed, the annual combined-plan testing for combo clientsReview benefit calculations and distribution paperworkReview or prepare Form 5500, draft Schedule SB for actuary, and coordinate with plan sponsor to help ensure timely filingReview or prepare annual PBGC premium filingsAssist in preparation of PBGC termination filingsAssist auditors if a plan is subject to an annual auditUnder the direction of leadership, assist IRS, DOL and PBGC auditors, if the plan is subject to an IRS, DOL or PBGC auditCoordinate with all applicable parties, both internal and external, to ensure accurate takeover process for new clients including set up to match prior valuationAs applicable, work with Actuarial Analysts, Enrolled Actuaries, or independently to coordinate and oversee activities that will ensure timely and accurate completion of a large book of businessResponsible 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.Our I-Client service philosophy and our 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.Assist with other tasks and projects as assignedExperience, Skills, Knowledge Requirements Minimum 5 years of ERISA defined benefit and defined contribution experience in the retirement industryExperience in analysis of financial data requiredTraditional Defined Benefit and Cash Balance Plan experience highly preferred.Experience in ASC software desirable, but not requiredStrong Word, Excel, and Outlook skillsStrong written and oral communication skillsStrong analytical and problem solving skillsStrong attention to detail and the ability to prioritize, manage tasks and meet in connection with business operations, including related ERISA compliance mattersWe are proud to be an Equal Opportunity Employer