401K Retirement Plan Administrator - REMOTE
Company: Ascendo Resources
Location: Fort Worth
Posted on: May 15, 2022
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
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
Promote client retention and identify opportunities to build
existing relationships through exceptional customer service and
Communicate timely, effectively, and professionally both internally
Offer recommendations for improvement in processes and
Maintain awareness of Regulatory and Law changes as they affect
Retirement Plans and assist in disseminating information internally
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
Perform other job-related duties and special projects as
Bachelor's Degree in related field
Current or goal-oriented accreditation through ABA, ASPPA and/or
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
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, Fort Worth , 401K Retirement Plan Administrator - REMOTE, Other , Fort Worth, Texas
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