Retirement Plan Consultant

Ascensus•Dresher, PA

18h

About The Position

Serve as a resource to plan sponsors and financial advisors for matters related to ERISA compliance, plan design and governmental reporting. This person is the single point of contact for employer, financial profession and plan sponsor for their accounts. A Retirement Plan Consultant is able to handle client meetings both on video and via phone. This position requires advanced knowledge of plan design, testing, 5500’s, loans and distributions and can assist on plan operation and document updates.

Requirements

Bachelors degree preferred
3-5 or more years ERISA 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

Nice To Haves

Experience in Relius software desirable, but not required

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.
Assist with other tasks and projects as assigned