Responds to plan sponsor and participant questions
Assists in servicing accounts and overseeing participant requests
Assist in monitoring support and team emails
Prepare, maintain, and submit recordkeeper access forms for assigned plans
Payroll uploads for Assigned Plans
Monthly Monitoring for Assigned Plans
Force out monitoring and processing and confirmation
Annual Validation Forms
YE Compliance Testing Review and any necessary correction confirmations
Provides information for annual 5500 audit
Signs 5500 and assists with SPY RFS to sponsors
Prepares Annual Plan Assessments
Prepares year end oversight documents
Completes 404(a)(5) and 408(b)(2) assessments
Provides information for annual 5500 audit
Plan Notice Management
Completes annual and interim notices and disclosures via Plan Notice-Assigned Plans Skills/Abilities
Bachelor's Degree from an accredited university preferred
2+ years of Qualified Plan Experience
Preferred certification(s) OKA, CPFA, CkP, AIF
Strong interpersonal skills
Excellent oral and written communication skills
Ability to organize, prioritize, and manage multiple tasks within established timeframe
Excellent analytical and critical thinking skills
Exceptional skills in Microsoft Office Suite, Excel, preferred.

Being familiar with Microsoft Word and Adobe Acrobat a plus The national average salary is $55,000 - $75,000, exclusive of any bonuses and benefits. This salary range represents the low and high end for this position. Actual salary offered will vary and may be above or below the range based on various factors including but not limited to location, experience, performance, and internal pay alignment. We do not anticipate that candidates hired will begin at the top of the range however, from time to time, it may occur on a case-by-case basis. Other rewards and benefits may include: 401(k) match, Medical, Dental, Vision, Paid-Time-Off, etc. For more information, please visit careers.ascensus.com/#Benefits . Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate from @ascensus.com or @futureplan.com email addresses. We will never ask you for payment or require you to purchase any equipment. 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