- Provide superior customer service, including problem solving with minimal inconvenience to clients
- Provide effective and timely verbal and written communications in a clear, concise and informative written manner
- Assist the client with all initial and ongoing plan design and document support
- Assist the client in meeting all IRS and Department of Labor deadlines necessary for qualified retirement plan
- Maintain up-to date knowledge of present legislation and proposed legislative changes with regard to ERISA law through self study and company-sponsored training sessions
- Responsible for most all aspects of actuarial valuation reports, participant statements, Annual Funding Notice, and AFTAP preparation
- Review or perform, as needed, the annual combined-plan testing for combo clients
- Review benefit calculations and distribution paperwork
- Review or prepare Form 5500, draft Schedule SB for actuary, and coordinate with plan sponsor to help ensure timely filing
- Review or prepare annual PBGC premium filings
- Assist auditors if a plan is subject to an annual audit
- Under the direction of leadership, assist IRS, DOL and PBGC auditors, if the plan is subject to an IRS, DOL or PBGC audit
- Coordinate with all applicable parties, both internal and external, to ensure accurate takeover process for new clients including set up to match prior valuation
- As applicable, work with Actuarial Analysts, Enrolled Actuaries, or independently to coordinate and oversee activities that will ensure timely and accurate completion of a large book of business
- 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 assigned
- Minimum 5 years of ERISA defined benefit and defined contribution experience in the retirement industry
- Experience in analysis of financial data required
- Traditional Defined Benefit and Cash Balance Plan experience highly preferred.
- Experience in ASC software desirable, but not required
- Strong Word, Excel, and Outlook skills
- Strong written and oral communication skills
- Strong analytical and problem solving skills
- Strong attention to detail and the ability to prioritize, manage tasks and meet in connection with business operations, including related ERISA compliance matters
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Defined Benefit Consultant - Lake Mary, United States - Ascensus
Description
Job Functions
, Essential Duties and ResponsibilitiesExperience, Skills, Knowledge Requirements
We are proud to be an Equal Opportunity Employer
