401K Retirement Plan Administrator - REMOTE
Company: Ascendo Resources
Location: Las Vegas
Posted on: May 14, 2022
Job Description:
Requirements
Responsibilities:
- Provide Compliance production support for client base,
including Compliance Testing, Plan Valuation, and Form 5500
completion.
- Assist with the preparation and mailing of Annual
Questionnaires and Census Requests.
- Track receipt of information needed to perform Compliance
Testing and Plan Valuation.
- Download Financial/Trust Statements as needed for the Plan
Valuation.
- Perform Trust accounting, as needed.
- Reconcile Individual Brokerage Accounts as needed.
- Communicate with Actuaries regarding paired Plans.
- Assist Plan Sponsors with processing Loans and Distributions as
needed.
- Promote client retention and identify opportunities to build
existing relationships through exceptional customer service and
consultation.
- Communicate timely, effectively, and professionally both
internally and externally.
- Offer recommendations for improvement in processes and
procedures.
- Maintain awareness of Regulatory and Law changes as they affect
Retirement Plans and assist in disseminating information internally
as needed.
- Help guide Plan Sponsors and Plan Advisors with technical
Regulatory Compliance issues.
- Attend industry and Company seminars and webinars to
attain/maintain accreditation and develop industry related
knowledge.
- Perform other job-related duties and special projects as
assigned.
Qualifications
- Bachelor's Degree in related field
- Current or goal-oriented accreditation through ABA, ASPPA
and/or NIPA
- Prior experience in the Retirement Plan industry
- Strong communication skills, both written and verbal
- Strong computer literacy, including Excel, Word, and Adobe
- Familiarity with Access beneficial
- Prior experience with ASC Compliance Testing, ASC DGEM, ASC
CATTS, and ASC Gemini Portal software beneficial
- Prior experience with the FTWilliam Form 5500 software and
portal beneficial
- Familiarity with Plan Provider systems beneficial
- Strong organizational and problem-solving skills, with the
ability to track multiple tasks and issues, set goals and
prioritize tasks in a fast-paced environment
"Ascendo is a certified minority owned staffing firm, we welcome
and celebrate diversity. Ascendo is an Equal Opportunity Employer
and does not discriminate on the basis of race, color, religion,
sex including pregnancy and gender identity), national origin,
political affiliation, sexual orientation, marital status,
disability, genetic information, age, retaliation, parental status,
military service or any non-merit factor."
Keywords: Ascendo Resources, Las Vegas , 401K Retirement Plan Administrator - REMOTE, Other , Las Vegas, Nevada
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