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- Provide verbal and written communications in a clear, concise manner.
- Act as a mentor to Retirement Plan Coordinators, collaborating to meet or exceed business objectives.
- Assist clients with plan design, document updates, and IRS and DoL regulations.
- Meet all IRS and Department of Labor deadlines necessary for qualified retirement plans.
- Bachelor's degree preferred.
- 3-5 years ERISA experience in the retirement industry.
- Analysis of financial data and strong Word, Excel, and Outlook skills are required.
Defined Benefit Consultant - Dresher - Ascensus
Description
Position Summary
Expertise in ERISA compliance, plan design, and governmental reporting is required for this role. As a resource to plan sponsors and financial advisors, the successful candidate will provide timely and exceptional customer service, ensuring minimal inconvenience to clients.
Job Functions, Essential Duties, and Responsibilities
Experience, Skills, Knowledge Requirements
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