retirement plan specialist

State of Nebraska

<div><p><b>The work we do matters!
</b></p><p><b>Hiring Agency:
</b></p>Retirement Systems - Agency 85<br>
<p><br>
<b>Location:
</b></p>Lincoln, NE<br>
<p><br>
<b>Hiring Rate:
</b></p>$17.716<br>
<p><br>
<b>Job Posting:
</b></p>JR2025-00021848 Retirement Specialist I (Open)<br>
<p><br>
<b>Applications No Longer Accepted On </b>(If no date is displayed, job is posted as open until closed):<br>
</p><p><br>
<b>Job Description:
</b></p>Would you like the opportunity to join a small team of great communicators, and even better collaborators, serving public employees across the state of Nebraska? If so, you may have found your new home at the Nebraska Public Employees Retirement Systems (NPERS), as a Retirement Specialist I, on our four person Refunds Team.
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Under general supervision, this Retirement Specialist I position processes distributions, including refunds, and calculates annuity benefits, according to the Nebraska Retirement Statutes; functions collaboratively to problem-solve with their team and manager; works closely with our records keeper and their software system; prepares written correspondence to members and reporting agents; and performs related work as assigned.
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Not only does this position help other public servants, but it also offers great benefits! Here at NPERS, you&rsquo;ll receive 13 paid holidays, have your retirement contributions matched at 156%, and have 79% of your medical insurance premiums covered by your employer. You can earn up to 12 days of paid sick leave and 12 days of paid vacation in your first year.
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Do you have student loans? We are also a qualifying employer for the Public Service Loan Forgiveness Program (PSLF).
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Please refer to the Benefits link for more information on benefits offered to State of Nebraska employees.
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Don&rsquo;t hesitate and apply today!
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To find out more about NPERS, please visit our website at npers.ne.gov.
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Work schedule: M-F, 8-5
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Hiring rate: $17.716 per hour<br>
<p></p><br>
<p>Examples of Work:<br>
<br>
</p><p>Process retirement plan distributions. This includes:
</p><ul><li>Process regular retirements in the State and County plans, including validating applications, calculating, and auditing benefit calculations.
</li><li>Enter and audit distributions for the Deferred Compensation Plan (DCP).
</li><li>Enter and audit refunds for all retirement plans.
</li><li>Respond to and request information from plan members and employer reporting agents via written and verbal communication.
</li><li>Verify service credit and salary information utilizing multiple software systems.
</li></ul><p></p><p>Other duties may include:
</p><ul><li>Calculate purchase of service and military service.
</li><li>Prepare QDROs, by splitting accounts and calculating estimates for the member and the alternate payee.
</li><li>Prepare necessary information for Board review on applicants seeking Disability retirement.
</li><li>Respond to member inquiries regarding plan laws, agency policies and procedures, and pending legislation for the Public Employees Retirement Systems.
</li><li>Explain the workflow processes for members and reporting agents.
</li><li>Disseminate tax information and respond to additional questions from members.
</li><li>Process member requests for information and other miscellaneous requests.
</li>Additional duties related to retirement processes may be assigned.<br>
<li>
</li></ul><p></p><br>
<p><b>Requirements/ Qualifications:
</b></p><p><b>Minimum Qualifications: </b>One or more years of coursework, training and/or experience in office support/secretarial support functions including typing duties and one years experience as a Retirement Specialist Trainee or working in a similar capacity calculating benefits and providing customer service to benefit recipients about retirement plan guidelines.<br>
</p><p><br>
<b>Preferred Qualifications </b>: Experience processing retirement plan refunds, annuities, and/or other retirement distributions. Experience composing and conducting business correspondence and communications.
</p><p></p><p><b>Knowledge, Skills and Abilities
</b></p><ul><li>Possess good reasoning skills
</li><li>Knowledge and/or experience with Microsoft Office Suite products (Word &amp; Excel)
</li><li>Knowledge of general math and enjoy working with numbers
</li><li>Ability to perform math calculations
</li><li>Ability to communicate effectively
</li><li>Ability to have regular attendance and punctuality
</li><li>Ability to interact with persons of varying degrees of understanding, regarding the retirement plan(s)
</li><li>Ability to interact for extended periods of time using empathy, tact, and courtesy, when communicating with members, co-workers, and the public, in person and over the phone
</li>Ability to maintain positive internal and external relationships<br>
<li>
</li></ul><p></p><br>
<p>If you're <b>currently </b>employed by the State of Nebraska, please don't apply through this external career site. Instead, log in to Workday and open the <b>Jobs Hub - Internal Apply </b>app from your home landing page. You can access Workday anytime through the Link web page: https://link.nebraska.gov/<br>
</p><h2 class="jobSectionHeader"><br>
<b>Benefits
</b></h2><p>We offer a comprehensive package of pay, benefits, paid time off, retirement and professional development opportunities to help you get the most out of your career and life. Your paycheck is just part of your total compensation.
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Check out all that the State of Nebraska has to offer! Benefit eligibility may vary by position, agency and employment status. For more information on benefits, please visit: https://statejobs.nebraska.gov/index.html#benefits
</p><p></p><p><b>Equal Opportunity Statement
</b></p><p>The State of Nebraska values our teammates as well as a supportive environment that strives to promote diversity, inclusion, and belonging. We recruit, hire, train, and promote in all job classifications and at all levels without regard to race, color, religion, sex. age, national origin, disability, marital status or genetics.</p></div>

Retirement Specialist I

Johns Hopkins University Applied Physics Laboratory

<div><b>Description</b><div><br>
Are you searching for meaningful work on a total rewards team?</div><div></div><div><br>
Do you like contributing to transformational work and projects?</div><div></div><div><b><br>
If so, we're looking for someone like you to join our team at APL!</b></div><div></div><div><br>
We are seeking a Benefits Specialist to support APL&rsquo;s health and welfare plans, with a concentrated focus on APL's 403(b) and 401(a) retirement plans. As a member of APL's Talent Services team, you'll contribute to our core purpose to build community, ignite talent and partner to enable defining innovations.</div><div></div><div><b><br>
As a Benefits Specialist-Retirement Plans Administration you will&hellip;</b></div><ul><li>
Own the end-to-end participant experience and support across all retirement plan matters, exercising independent judgment to interpret plan provisions, resolve complex issues, and drive continuous improvement in processes and vendor performance. Advise participants on contributions, withdrawals, rollovers, and related transactions; partner with the record-keeper to execute transactions and resolve recordkeeping discrepancies. Lead the Military Make Up Contribution, Required Minimum Distribution (RMD), and Small Account Cash Out programs, including targeted communications to affected employees and retirees.</li><li>
Provide strategic oversight of the pension communications lifecycle; developing content, securing approvals, and scheduling/delivering educational seminars. In partnership with the Retirement Plans Administrator, direct the production of on demand &ldquo;how to&rdquo; self help videos and proactively brief internal stakeholders on upcoming communications.</li><li>
Provide leadership support on mandated compliance testing and audits, exercising judgment in issue resolution and documentation. Contribute to the preparation of Form 5500 filings, schedules, and related IRS forms, delivering draft work products for managerial review and certification.</li><li>
Co-lead the bi-weekly process to review pension contribution calculations and vendor remittance process.</li><li>
Serve as a co-lead for the administration of the Quarterly Loan Default process.</li><li>
In conjunction with Retirement Plans Manager and Retirement Plans Administrator, maintain Pension Inbox and respond to inquiries that funnel through this channel.</li><li>
Counsel staff members approaching retirement about the impact to their retirement plans. Facilitate and produce educational sessions on the Laboratory&rsquo;s retirement plans, in person or via Zoom.</li><li>
As part of rotational team, facilitate new staff orientation. Serve as a point of contact for new hire questions related to health and welfare benefits.</li><li>
Provide customer service support to staff on the pension plans, pre-retirement meetings and to retirees on pension and health &amp; welfare plans via phone and email. Resolve or raise issues to staff benefits team members.</li></ul>
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<b>Qualifications</b><div><b><br>
You meet our minimum qualifications for the job if you...</b></div><ul><li>
Posses a Bachelor&rsquo;s Degree in Human Resources or related field or equivalent professional experience, plus 2 or more years of experience in retirement plan administration or health and welfare benefits. In lieu of degree, 5+ years of relevant experience in retirement plans and/or health &amp; welfare benefits areas</li><li>
Have superior customer service, teamwork and interpersonal skills</li><li>
Possess strong problem-solving skills with demonstrated proactive initiative in tackling issues</li><li>
Have demonstrated excellent verbal and written communication and presentation skills</li><li>
Have exceptional organizational skills, ability to meet deadlines and attention to detail</li><li>
Have the ability to conduct difficult conversations with staff and supervisors on sensitive topics</li><li>
Hold U.S. citizenship or permanent resident status, as required to access APL facilities and networks, subject to applicable laws</li></ul><div></div><div><b><br>
You'll go above and beyond our minimum requirements if you...</b></div><ul><li>
Possess a Master&rsquo;s Degree in Human Resources, Business Administration or related field</li><li>
Have formal benefits training such as CEBS or ASPPA courses or workshops</li><li>
Have obtained, or is willing to obtain, Certified Plan Sponsor Professional (CPSP) designation from Plan Sponsor Council of America (PSCA)</li></ul>
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<b>About Us</b><div><b><br>
Why Work at APL?</b></div><div></div><div><br>
The Johns Hopkins University Applied Physics Laboratory (APL) brings world-class expertise to our nation&rsquo;s most critical defense, security, space and science challenges. While we are dedicated to solving complex challenges and pioneering new technologies, what makes us truly outstanding is our culture. We offer a vibrant, welcoming atmosphere where you can bring your authentic self to work, continue to grow, and build strong connections with inspiring teammates.</div><div></div><div><br>
At APL, we celebrate our differences of perspectives and encourage creativity and bold, new ideas. Our employees enjoy generous benefits, including a robust education assistance program, unparalleled retirement contributions, and a healthy work/life balance. APL&rsquo;s campus is located in the Baltimore-Washington metro area. Learn more about our career opportunities at http://www.jhuapl.edu/careers.</div><div></div><div><br>
All qualified applicants will receive consideration for employment without regard to race, creed, color, religion, sex, gender identity or expression, sexual orientation, national origin, age, physical or mental disability, genetic information, veteran status, occupation, marital or familial status, political opinion, personal appearance, or any other characteristic protected by applicable law. APL is committed to providing reasonable accommodation to individuals of all abilities, including those with disabilities. If you require a reasonable accommodation to participate in any part of the hiring process, please contact Accommodations@jhuapl.edu.</div><div><br>
</div><div>The referenced pay range is based on JHU APL&rsquo;s good faith belief at the time of posting. Actual compensation may vary based on factors such as geographic location, work experience, market conditions, education/training and skill level with consideration for internal parity. For salaried employees scheduled to work less than 40 hours per week, annual salary will be prorated based on the number of hours worked. APL may offer bonuses or other forms of compensation per internal policy and/or contractual designation. Additional compensation may be provided in the form of a sign-on bonus, relocation benefits, locality allowance or discretionary payments for exceptional performance. APL provides eligible staff with a comprehensive benefits package including retirement plans, paid time off, medical, dental, vision, life insurance, short-term disability, long-term disability, flexible spending accounts, education assistance, and training and development. Applications are accepted on a rolling basis.</div><br>
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<b>Minimum Rate</b><br>
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$62,900 Annually
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<b>Maximum Rate</b><br>
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$180,300 Annually</div>

Benefits Specialist - Retirement Plans Administration

Salas O'Brien

<p></p><div><p>The expected base salary range for this role is $100,000-$115,000 per year DOE. Actual compensation will be determined based on a number of factors including skills, experience, qualifications, and location.</p>
<p>
This role is also eligible for performance-based bonuses and a comprehensive U.S. based benefits package, including:</p>
<ul>
<li>Medical, dental, and vision insurance</li>
<li>401(k) with company match</li>
<li>5 weeks of paid time off and company holidays</li>
<li>Wellness programs and employee assistance resources</li>
<li>Professional development support</li>
</ul>
<p>For more information, visit our full benefits overview here - www.salasobrien.com/benefits</p>
<p><b>
Job Summary:</b> The Retirement Plan Manager is a subject matter expert role responsible for analyzing and administering company-wide retirement and financial wellness offerings for our diverse team. The role will spearhead our US and Canada retirement programs, ensuring that we continue to attract, support, and retain the best talent in our industry. Joining a fast-paced and respected firm on a dramatic growth path, the Retirement Plan Manager will have the opportunity to develop broad retirement plan and financial wellness strategies with a direct impact on our future success.</p>
<p><b>
General duties:</b></p>
<ul>
<li> Manage a competitive retirement, financial and education benefits strategy that cost-effectively meets the evolving needs of our diverse employee base and promotes financial wellbeing.</li>
<li> Oversee administration for our US and Canada retirement, financial and education benefit programs, including data and integrations across internal and external systems and partners. Develop and execute controls to ensure benefits are well managed and mitigate operational risk.</li>
<li>Develop communication strategies to engage employees in exploring available benefit programs, taking an active role in managing their overall financial wellbeing.</li>
<li>Manage and develop strong partnerships with the plan recordkeepers, investment advisor, and third-party administrator. Assess vendor performance regularly and collaborate with vendors to resolve issues and ensure seamless administration.</li>
<li> Complete in-depth due diligence during the M&amp;A process related to retirement benefit packages. Partner with vendors and incoming M&amp;A entities to ensure the retirement plan merger process is thorough and complete.</li>
<li> Recommend revisions and modifications to plans based on performance in conjunction with our investment advisor, recordkeeper, and third-party administrator.</li>
<li>Provide support and assistance to employees with benefit-related inquiries, claims, and issues. Act as the point of contact for escalated benefit matters and offer timely resolutions.</li>
<li>Develop processes and procedures to assure timely and accurate reporting and compliance with all regulatory requirements, including ERISA, DOL and other applicable laws.</li>
<li>Maintain knowledge of trends, developments, best practices, and legal and regulatory changes in retirement planning and administration.</li>
<li>Lead the annual retirement audit process and internal retirement committee</li>
</ul>
<p><b>Skills</b></p>
<ul>
<li>Strong understanding of fiduciary responsibilities including management of retirement/investment committees required</li>
<li>Extensive M&amp;A experience including benefit comparisons, plan terminations and 401(k) mergers preferred</li>
<li>Knowledge of different retirement plan types and operations preferred</li>
<li>Experience with Canada RRSP plans is helpful</li>
<li>Excellent analytical and decision-making skills</li>
<li>Extensive knowledge of retirement plan programs, including federal legislation</li>
<li>Ability to influence and manage change within a virtual environment</li>
<li>Superior verbal and written communication</li>
<li>Extremely proficient in Microsoft Office Suite; Advanced Excel skills a must</li>
<li>Excellent organizational skills and attention to detail.</li>
<li>Excellent time management skills with a proven ability to meet deadlines.</li></ul><br>
<p></p>
<p><b>
Qualifications</b></p>
<ul>
<li><b>Educational Background:</b> Bachelor's degree in Human Resources, Management, Business Administration or related field preferred</li>
<li><b>Experience: </b>Minimum Five years&rsquo; experience working with corporate retirement plans required</li>
<li><b>Collaboration:</b> Demonstrated ability to work effectively with others to achieve shared goals. Strong collaborative interpersonal skills to build partnerships and foster trust.</li>
<li><b>Adaptability:</b> Flexibility and willingness to work on various projects and tasks, embracing new challenges with enthusiasm.</li>
<li><b>Initiative:</b> Demonstrated ability to work independently and take initiative to drive projects forward.</li><br>
</ul>
<p><b>Location</b>: Remote - US</p>
<p><b>
Travel</b>: none</p>
<p><b>About Us:</b></p>
<p>
Founded in 1975, Salas O&rsquo;Brien is an employee-owned engineering and professional services firm focused on achieving impact for our clients, our team, and the world. We know that tomorrow&rsquo;s requirements are today&rsquo;s opportunities, and we are here to design lasting solutions for pressing challenges.</p>
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We work across a variety of industries providing integrated engineering and consulting services. Our specialized experience includes design for data centers, healthcare, science and technology, high-rise buildings, clean energy, education, and other building types as well as structural and building sciences, infrastructure asset management, advanced robotics, and more.</p>
<p>
Our technical expertise is paired with an exceptional team of business development, human resources, finance and accounting, information technology, and marketing professionals, all of whom play a key role in bringing our commitments to life every day.</p>
<p><b>
Equal Opportunity Employment Statement</b></p>
<p>
Salas O&rsquo;Brien provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state/provincial, or local laws. Salas O&rsquo;Brien will accommodate the disability-related needs of applicants as required by law.</p>
<p><b>
Third-Party Agency Notice</b><br>
Salas O&rsquo;Brien does not accept unsolicited resumes from external recruiters or agencies. We only work with approved partners engaged directly by our Talent Acquisition team for specific searches. Unsolicited submissions will not be eligible for placement fees.</p>
<p>
#LI-remote</p><p></p><h4 class="jobSectionHeader"><b>
Experience</b></h4>
Required<ul><li>
5 year(s): Minimum Five years&rsquo; experience working with corporate retirement plans required</li></ul><h4 class="jobSectionHeader"><b>
Education</b></h4>
Preferred<ul><li>
Bachelors or better in Human Resource Administration or related field</li></ul><p>
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities<br>
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.</p></div>

Retirement Plan Manager

Day & Zimmermann

<div><p><b>About Day and Zimmermann</b></p><p>
When you&rsquo;ve been around for more than a century, you know a thing or two! At Day &amp; Zimmermann, we take our lifetime of experience and make things better! Our 37,000+ employees help bring big ideas to life every day. We&rsquo;re pushing the boundaries of innovation in construction &amp; engineering, operations &amp; maintenance, staffing, and security &amp; defense. And that&rsquo;s not all. Did we mention that we have 900+ worldwide locations with $3 billion USD in annual revenue? Come join our in on purpose &ndash; We put people to work, we protect American freedoms, and we help our customers power and improve the world. We do what we say.&reg; http://www.dayzim.com</p><div><div><div><h2 class="jobSectionHeader"><b>
Job Summary</b></h2></div><div><p>
The Sr. Analyst, Retirement Plan administers multiple complex defined contribution plans and provides support for defined benefit plans. Uses reporting tools and data analysis skills to monitor plans and ensure compliance with plan documents and ERISA/DOL requirements. Works closely with HR Business Partners, Payroll, and external vendors to resolve escalated retirement plan issues and support various projects. Also supports compensation team on data analysis and audits.</p></div></div><div><div><h2 class="jobSectionHeader"><b>
Responsibilities</b></h2></div><div><ul><li>
Administer 401(k) plans and certain pension plan functions. Partner with plan vendors to ensure compliance, implement plan changes/new groups as needed, troubleshoot problems and process non-recurring specialized transactions. Respond to escalated inquiries from employees, HR representatives, and third parties. Participate in RFPs, implementations, and other projects.</li><li>
Gather and analyze data from multiple payroll systems and recordkeepers to ensure compliant operation of plans. Perform data analysis to support business needs including labor negotiations and benchmarking.</li><li>
Coordinate annual compliance events including: annual report filing and SAR/Fee Disclosure and SPD distribution, audits, and year-end testing for 401(k) plans. Provide support for quarterly Benefits Committee meetings.</li><li>
Compose/maintain participant communications and presentations for employees and HR. Develop and execute annual education plan with 401(k) recordkeeper. Promote financial wellness offerings and education on company intranet.</li><li>
Support the compensation team with data analysis and regular audits of data.</li></ul></div></div><div><div><h2 class="jobSectionHeader"><b>
KSAs (Knowledge, Skills, and Abilities)</b></h2></div><div><ul><li>
Strong analytical, problem-solving, and organizational skills</li><li>
Proficiency in Microsoft Excel required; experience with HRIS database reporting preferred</li><li>
Knowledge of ERISA/DOL/IRS compliance as it relates to benefit plans</li><li>
Knowledge of 401(k) plan administration</li><li>
Excellent verbal and written communication skills</li></ul></div></div><div><div><h2 class="jobSectionHeader"><b>
Minimum Qualifications</b></h2></div><div><div><ul><li>
Bachelor's degree or equivalent experience is preferred.</li><li>
A minimum of 5 years of experience in benefits administration or a related field is required.</li><li>
Certification as an Employee Benefits Specialist (CEBS) through IFEBP or as a Certified Benefits Professional (CBP) is preferred.</li></ul></div></div></div><div><div><h2 class="jobSectionHeader"><b>
Essential Functions</b></h2></div><div><h3 class="jobSectionHeader"><b>
Physical Tasks</b></h3><ul><li>
Regular visual acuity to view a computer screen and read documentation and reports.</li><li>
Regular manual dexterity and repetitive hand motions for keyboarding, data entry, and use of standard office equipment.</li><li>
Minimal physical exertion. Pushing/pulling, balancing, stooping, grasping, reaching, lifting, climbing, walking, and kneeling/crouching/crawling are not generally required for this role.</li></ul><h3 class="jobSectionHeader"><b>
Mental Tasks</b></h3><ul><li>
Ability to think, concentrate, and maintain focus for extended periods.</li><li>
Ability to read and interpret complex documents in English.</li><li>
Ability to write complex documents in English.</li><li>
Ability to communicate information clearly and effectively in a professional setting.</li><li>
Ability to reason, apply judgment, and make sound decisions.</li></ul></div></div><div><div><h2 class="jobSectionHeader"><b>
Compensation and Benefits</b></h2></div><div><p>
In compliance with this state's pay transparency laws, the salary range for this role is $80,640 to $120,960. This is not a guarantee of compensation or salary. Final offer amounts may vary based on factors including but not limited to experience and geographic location. The specific programs and options available to an employee may vary depending on date of hire, schedule type, and the applicability of collective bargaining agreements.</p><p></p><p><br>
We care about our employees and it shows. Our staff receive a competitive salary and a comprehensive benefits package that includes medical and prescription coverage, dental and vision insurance, life and AD&amp;D insurance, disability coverage, flexible spending accounts, 100 percent paid maternity leave for up to 12 weeks, parental leave, family leave, other paid time off, voluntary benefits, employee discount programs, and optional pet insurance. #LI-CE1</p></div></div></div><p><b>
Diversity, Inclusion &amp; Equal Employment Opportunity</b></p><p></p><p><br>
Day &amp; Zimmermann is committed to maintaining an inclusive workforce, where employees are hired, retained, compensated and promoted based on their contributions to our Company. Our collective strength is rooted in over a century of diverse employees and businesses, commitment to success, and delivery on promises made. Federal and state Equal Employment Opportunity laws prohibit employment discrimination based on race, color, religion, sex, sexual orientation, age, national origin, citizenship status, veteran status and disability status. Day &amp; Zimmermann is committed to providing an equal opportunity work environment in full compliance with these laws. If you are an individual with a disability and you require an accommodation in the application process, please email reasonableaccommodation@dayzim.com, and please specify which position you are interested in, including job title and location.</p></div>

Sr. Analyst, Retirement Plan

Ascensus

<div><p>Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow.</p><p></p><p><b><br>
Section 1: Position Summary</b></p><p>
The ERISA Analyst serves as a subject matter expert providing retirement plan consulting, plan document review and analysis, plan document drafting and customization, technical analysis, and special projects as assigned.</p><p></p><p><b>
Section 2: Job Functions, Essential Duties and Responsibilities</b></p><p><b>
ERISA Consulting</b> &ndash; Provide consulting services to internal teams, plan sponsors, and financial advisors on complex technical matters, including but not limited to plan design strategies, plan mergers, and regulatory compliance. Demonstrate basic knowledge of the retirement industry including the applicable regulatory agencies (e.g., DOL, IRS). Stay up to date with general legislative, statutory and regulatory guidance, and be able to complete basic technical research.</p><p><b>
Plan Document Review &amp; Analysis</b> &ndash; Conduct thorough reviews of individually designed plans and other complex retirement plans to assist with the sale, onboarding, and on-going system configuration of plans. Translate and map non-Ascensus plan documents to the Ascensus document. Perform full plan comparison and protected benefit reviews for plans that are merging.</p><p><b>
Document Drafting &amp; Customization &ndash; </b>Support onboarding and amendment processes for 403(b) plans and customized 401(k) and 403(b) plan documents. Prepare customized 401(k) and 403(b) employer-level plan documents using the Ascensus Plan Adoption System (PAS). Propose customized language to meet client specific plan design needs and remain compliant with current regulations.</p><p><b>
Special Projects (IT, project management)</b> &ndash; Provide support for special projects such as, IRS restatements and onboarding acquired blocks of plans.</p><p><b>
Continuing Education</b> - Enhance technical and industry knowledge by attending continuing education classes.</p><p></p><p><b>
Section 3: Experience, Skills, Knowledge Requirements
</b></p><p><b>Technical Expertise Designations/Exams</b> &ndash; ASPPA QKA preferred</p><p><b>
Degrees</b> - Bachelor&rsquo;s degree in business, finance, accounting, or a related field.</p><p><b>
Industry Experience</b> - 3 years of Ascensus experience or 5 years industry experience. Experience working with the Ascensus, Relius and Ft. William&rsquo;s retirement plan documents preferred.</p><p><b>
Core Values &amp; I-Client</b> - Consistently display and model the Ascensus core values: People Matter. Quality First. Integrity Always.</p><p><b>
Software Applications</b> - Demonstrate advanced Microsoft Office skills, specifically Outlook, Word, Excel, Power Point, Teams, and Lists.</p><p><b>
Skills</b> - Demonstrate excellent client service, excellent interpersonal skills, professional demeanor and positive attitude. Demonstrate strong organizational and time management skills. Accomplish detail-oriented tasks within given timeframes and standards. Ability to effectively prioritize and complete multiple tasks timely. Demonstrate excellent analytical and problem-solving skills. Demonstrate sound business judgment and risk-taking skills, strong written and oral communication skills.</p><p><i>
Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate from @ascensus.com </i><i>or @futureplan.com</i> <i>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.</i></p></div>

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