Defined Benefit Retirement Plan Consultant
Ascensus, LLC.
Role Summary
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Associate-level Defined Benefit retirement plan consultant supporting ERISA compliance, plan design, Form 5500 preparation, and DB plan valuations in Pennsylvania/United States. You will be the single point of contact for sponsors and advisors, manage annual testing (ADP/ACP, Top Heavy, 410(b), 415), and coordinate valuation reports and participant statements. The role involves client meetings, mentoring coordinators, and working with internal actuaries and auditors.
JOB DESCRIPTION SUMMARY
- Serve as single point of contact for sponsors and advisors on DB plan matters
- Manage Form 5500 preparation, distributions, loans, and ERISA compliance
- Oversee annual testing and valuation reports (ADP/ACP, Top Heavy, 410(b), 415)
- Client-facing role with in-person and phone meetings and coordinator oversight
- 3–5 years of Defined Benefit experience; Relius experience desirable
DOMAIN EXPERTISE
- Defined benefit plan administration
- Form 5500 preparation and ERISA compliance
- Annual testing and plan valuations (ADP/ACP, Top Heavy, 410(b), 415, 401(a)(4))
- Reviewing loan and distribution processing
- Experience analyzing financial data
KEY REQUIREMENTS
- 3+ years of Defined Benefit plan experience (3–5 years preferred)
- Experience analyzing financial data related to retirement plans
- Hands-on experience with annual testing and valuation reports
- Knowledge of ERISA, IRS, and Department of Labor reporting requirements
- Strong Excel, Word, and communication skills
TECH STACK
- Excel
