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Plan Termination Consultant at Ascensus | JobVerse
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Plan Termination Consultant
Ascensus
Remote
Website
LinkedIn
Plan Termination Consultant
United States
Full Time
2 hours ago
Visa Sponsor
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Key skills
Problem Solving
About this role
Role Overview
Prepare necessary government forms required for a plan termination.
Compliance testing, analysis and corrective actions.
Preparation of annual valuation and Form 5500 filing.
Perform projected and year end non-discrimination testing.
Calculation and allocation of annual employer contributions (including New Comparability).
Identify and resolve plan discrepancies.
Census review, eligibility calculations, trust accounting and asset reconciliation.
Ensure compliance with DOL and IRS requirements.
Process final distribution of assets to participants.
Work with clients, plan sponsors, participants and others during the plan termination process regarding distribution of plan assets.
Effectively communicates with clients, brokers, and staff in answering questions and problem solving.
Monitors and follows up on pending plan termination requests.
Track progress of all plan terminations to ensure deadlines are met.
Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus.
Requirements
2-3 years of experience working with ERISA qualified plans.
Finance and accounting experience is an additional asset for this position.
High school diploma or equivalent required; two or four year degree preferred.
Coursework in pension plan administration or work towards certification a plus.
Benefits
Excellent customer service skills.
Strong attention to detail and ability to communicate effectively both in writing and verbally.
Effective analytical and problem-solving skills.
Great organization skills with the ability to prioritize effectively & efficiently.
Excellent at documentation and follow through.
Ability to make sound decisions.
Results oriented.
Strong knowledge of MS Office including Excel, Word and Outlook.
Experience with ASC is preferred.
Apply Now
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