[Hiring] Senior Plan Compliance Specialist @Ascensus

Role Description

This position specializes in the compliance of ERISA qualified retirement plans. Primary responsibilities are to assist with plan compliance and quality control.

• Ability to perform or quality review nondiscrimination testing and other compliance related tasks completed by plan compliance team members.
• Participate in staff development of plan compliance team by providing ERISA technical guidance and quality review feedback.
• Expert understanding of qualified plan retirement plan contributions (including New Comparability).
• Perform QDRO reviews for accuracy and completeness and determine the award to alternate payee.
• Review death distributions to determine beneficiary and payout period.
• Update compliance materials, participant forms, letters and distribution packages for law changes/disclosures within recordkeeping software and web access by client.
• Effectively execute resolution to escalated technical issues from clients and/or internal staff.
• Identify and utilize internal and external resources for compliance resolution.
• Provide plan design support for existing and onboarding clients.
• Participate in compliance related projects and other duties as assigned.
• Maintain an expert level knowledge of qualified plan regulations.
• Possess a strong understanding of department processes, procedures and standards.

Qualifications

• College degree or relevant work experience required.
• QKA (Qualified 401 (k) Administrator) designation preferred.
• 10+ years of Retirement or Pension experience preferred.

Requirements

• Ability to operate the following: PC, calculator, copy/scan/fax machine, telephone.
• Ability to work with the following software: Relius Administration, FTWilliams, CRM, Access, Excel, Word, Adobe, Relius Documents.
• Ability to read and interpret plan documents.
• Ability to work both independently and in a team environment.
• Ability to meet regulatory deadlines as well as team and personal goals.
• Strong problem solving and analytical skills.
• Ability to handle multiple projects and prioritize workload.
• Excellent communication skills, both written and verbal.
• Able to react to change productively.
• Expert knowledge of ERISA, IRS, and DOL regulations.

Benefits

• 401(k) match.
• Medical, Dental, Vision.
• Paid-Time-Off.