Link copied to clipboard!
Back to Jobs
Retirement Plan Coordinator at Ascensus
Ascensus
Greensboro, NC
Finance
Posted 0 days ago
Job Description
Section 1: Position SummaryThe Retirement Plan Coordinator is responsible for certain day-to-day operational duties of the plan as a co-plan administrator. This includes monitoring and oversight related to key areas of plan administration for 100-200 plans.Section 2: Job Functions Essential Duties and ResponsibilitiesReview and sign Form 5500. If changes are required ensure those are complete before e-signing.Maintain plan documents.Create report from recordkeeper and work with client to ensure forfeiture account assets are used timely and in accordance with the terms of the plan document.Ensure distribution of all required participant notices for newly eligible and annually for all participants by leveraging recordkeeper process or mailing/emailing notices directly to participants.Generate a report from the recordkeeper to monitor and ensure plan contributions are submitted timely. If plan contributions are not submitted timely ensure the correction process is completed to include lost earnings are calculated and deposited. This could also include employee communication.Review data from recordkeeper to monitor and ensure terminated participants are forced out of the plan.Monitor and ensure distributions and loans are processed timely.Produce a report from the recordkeeper to monitor and ensure newly eligible participants are offered the plan and enrolled. If participants are not offered the plan timely ensure correction process is completed so the plan remains compliant.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.Our I-Client service philosophy and our 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.Assist with other tasks and projects as assignedSupervision N/ASection 3: Experience Skills Knowledge Requirements 3 to 5 years of retirement plan experience.Bachelors degree preferred.Attention to detail required.Works independently.We are proud to be an Equal Opportunity EmployerBe aware of employment fraud. All email communications from Ascensus or its hiring managers originate from @ or @ email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting we strongly encourage you to apply directly through our website. Required Experience:IC Key Skills Corporate Risk Management,Electronics,Infection Control,Bakery,ELV,Accident Investigation Employment Type : Full-Time Experience: years Vacancy: 1
Resume Suggestions
Highlight relevant experience and skills that match the job requirements to demonstrate your qualifications.
Quantify your achievements with specific metrics and results whenever possible to show impact.
Emphasize your proficiency in relevant technologies and tools mentioned in the job description.
Showcase your communication and collaboration skills through examples of successful projects and teamwork.