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401K Retirement Plan Administrator - REMOTE

Company: Ascendo Resources
Location: Fort Worth
Posted on: May 15, 2022

Job Description:


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.

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, Fort Worth , 401K Retirement Plan Administrator - REMOTE, Other , Fort Worth, Texas

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