Retirement Plan Consultant
| Company | Ascensus |
|---|---|
| Location | Horsham, PA, USA, Indianapolis, IN, USA, Greensboro, NC, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Mid Level, Senior |
Requirements
- Bachelors degree preferred
- 3-5 years ERISA and/or Prevailing Wage experience in the retirement industry
- Experience in evaluating financial data required
- Strong Word, Excel, and Outlook skills
- Strong written and oral communication skills
- Strong evaluation and problem solving skills
- Strong attention to detail and the ability to prioritize, manage tasks and meet in conjunction with business operations, including related ERISA compliance matters
- Ability to effectively plan and assign work and supervise staff
- Ability to work in a team environment to ensure common goal of providing exceptional customer service
- Ability to react to change productively and handle other essential tasks as assigned
- Ability to work well under pressure with multiple priorities and deadlines in a high stress environment
- Ability to make reliable judgments concerning issues which, if mishandled, have the potential to create substantial financial and client relations liabilities for the company
- Must possess strong facilitation, negotiation, and conflict resolution skills
- Ability to work in a fast-paced environment, handling multiple priorities
- Ability to escalate issues to appropriate levels within an organization
- Ability to work additional hours as necessary to meet business needs
Responsibilities
- 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 to meet or exceed defined business targets, firm goals and client obligations, as applicable
- Assist clients initial and ongoing plan design and document support, including comprehending their obligations with IRS and Department of Labor regulations
- Assist clients in meeting all IRS and Department of Labor deadlines necessary for qualified retirement plan
- 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 communicating valuation reports, participant statements and annual testing results to clients
- Review or perform, as needed, the annual testing for plans and communicate results with clients
- Work with assigned coordinator(s) to provide compliant and accurate valuation reports, participant statements, trust accounting, annual testing and reporting as applicable
- Accountable for coordinating work performed by FuturePlan operations on behalf of their client(s) for Audit requirements
- Coordinate with all applicable parties, both internal and external, to ensure accurate conversion process for new clients (including but not limited to actuaries, financial advisors, attorneys)
- As applicable, work with assistant to coordinate and oversee activities that will ensure timely and accurate completion of book of business
- Assist with other tasks and projects as assigned
- 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
- 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
Preferred Qualifications
- Experience in Relius software desirable, but not required