Defined Benefit Consultant (remote opportunities available!) (Roseville)

Ascensus, Inc in Roseville, CA

  • Type: Full Time
position filled
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:
  • Heads project teams and or provides training for Consultants or Assistants
  • Serves as technical resource for Consultants and Assistants
  • 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, 401(a)(4),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
  • 3-5 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 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
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.
Ascensus is an Equal Opportunity Employer and does not discriminate on the basis of race, color, creed, national origin, ancestry, religion, age, citizenship, sex, marital or veteran status, disability or handicap, sexual orientation or any other basis prohibited by applicable law. Ascensus also takes affirmative action to employ, and advance in employment, qualified women, minorities, and covered veterans. Ascensus also makes reasonable accommodations for qualified individuals with disabilities, in accordance with the Americans with Disabilities Act and applicable state laws

You may be interested in these similar jobs!
District Operations Specialist - Roseville, CA
Syngenta in Roseville, CA

Syngenta is looking for an organized and customer-focused sales operations professional to join our Western Commercial Unit sales team, headquartered…

Read More
Specialist, Cashwrap (Sacramento)
Forever 21 in Sacramento, CA

Job Purpose: The Cash wrap Specialist will support the ongoing success of all operational and service function within the store which includes al…

Read More
Remote credentialed tax professional (Roseville)
Intuit in Roseville, CA

Overview If you are a highly motivated individual with an active credential (CPA/EA/Practicing Attorney) and excellent communication skills, we need …

Read More
Credentialed tax professional - cpa, enrolled agent or attorney - remote (Citrus Heights)
Intuit in Citrus Heights, CA

Overview If you are a highly motivated individual with an active credential (CPA/EA/Practicing Attorney) and excellent communication skills, we need …

Read More
Physician: CA Facility Seeks a Temporary Psychiatrist | JOB-2624157 (Roseville)
CompHealth in Roseville, CA

There is a new locum tenens adult psychiatry opportunity now available in California. Your assignment schedule will be Monday - Friday from 8 am - 5:…

Read More
Physician: Psychiatrist Is Needed for Temporary Coverage in CA | JOB-2624160 (Folsom)
CompHealth in Folsom, CA

There is a new locum tenens adult psychiatry opportunity now available in California. Your assignment schedule will be Monday - Friday from 8 am - 5:…

Read More
Psychiatry Physician in California (Sacramento)
Global Medical Staffing in Sacramento, CA

Psychiatry physician job in California : We have multiple correctional opportunities in the Los Angeles area (outpatient, adult and C&A; opportunitie…

Read More
Credentialed bilingual tax advisor - cpa - remote (Roseville)
Intuit in Roseville, CA

Overview Join Our Virtual Tax Network At Intuit, our mission is to power prosperity around the world. Tax experts support that mission to our TurboTax

Read More
Bilingual spanish tax expert - cpa - seasonal remote (Folsom)
Intuit in Folsom, CA

Overview Join Our Virtual Tax Network At Intuit, our mission is to power prosperity around the world. Tax experts support that mission to our TurboTax

Read More
Credentialed tax professional - cpa enrolled agent or attorney - seasonal remote (Folsom)
Intuit in Folsom, CA

Overview If you are a highly motivated individual with an active credential (CPA/EA/Practicing Attorney) and excellent communication skills, we need …

Read More