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Company | Ascensus |
Address | Indiana, United States |
Employment type | FULL_TIME |
Salary | |
Category | Financial Services |
Expires | 2023-07-13 |
Posted at | 10 months ago |
Newport, an Ascensus company, helps employers offer their associates a more secure financial future through retirement plans, insurance and consulting services. Newport offers comprehensive plan solutions and consulting expertise to plan sponsors and the advisors who serve them. As a provider and partner, Newport is independent, experienced, and responsive.
- Prepares all required government forms
- Adheres to all Newport standard operating procedures and controls
- Regular, reliable and punctual attendance
- Manages multiple tasks effectively by balancing high productivity with excellent service quality
- Ensures that assigned plans remain tax qualified by meeting all IRS and DOL reporting and testing requirements
- Performs contribution calculations on plans
- Prepares all non-discrimination tests and other Compliance related testing on mostly larger and/or moderately complex plans
- Reviews legal plan documents, all employee data and determines participant eligibility
- Performs reporting on all accounting and financial activity for the plan
- Reconciles and/or reviews all financial activity
- None
- Bachelor’s degree in a business related field or industry experience, or a combination of education and industry experience
- 2+ years of progressive plan experience in third party administration environment
- Preparing and explaining qualified plan compliance testing and government form filings
- Strong MS Office skills required
- ASC and FT William
- ASPPA’s Retirement Plan Fundamental certificate (RPF-1 & RPF-2 exams)
- Customer Oriented
- Team Player
- Planning and Organizing
- Problem Solver
- Verbal and Written Communication skills
- Time Management
- Sound Judgment
- Builds Collaborative Relationships
- Analytical
- Detail Oriented
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