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.
Roles & Responsibility:
- Monitor receipt of Census information to completion of Compliance Tests, Trust Accounting and Form 5500 reporting and being delivered to client on a timely basis.
- Experience in retirement plan recordkeeping/administration with knowledge of IRS and Department of Labor.
- Lead the design and delivery of a portfolio of Compliance tests to monitor compliance with Regulation and internal policy
- Expert knowledge of Compliance Testing, Trust Accounting and Form 5500 of 401K plans and administration.
- Preferably ASPPA certified or equivalent.
- Conducting test checks/ testing reviews – Quarterly/Semi-annual / Annual basis
- Proven leadership, management, and direct supervisory skills.
- High level written and verbal communication and presentation skills.
- Develop SLAs, lead process development and improvement
- Understanding root cause / identifying control breaks
- Implementation and Organizational Change Management skills
Education and experience:
- Graduate / Postgraduate in Finance/Accounting background
- Proven track record of working effectively in flexible work environment in a result-oriented approach
Skill Requirement:
- Should have communication skills, Problem solving and analytical skills
- Basic MS Office knowledge and preference to good working knowledge of Excel
- Must be able to adapt the assignments quickly
- Flexibility in work culture (She/he should be flexible in Day/Night shift based on business requirement)
Good Knowledge in Reconciliation concepts
Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate from @ascensus.com or @futureplan.com 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.
Skills Required
- Graduate or Postgraduate in Finance or Accounting
- Brief understanding of financial services, specifically 401(k) plan administration
- Proven track record of working effectively in a flexible work environment
- Ability to process loans, distributions, census, trust accounting, packaging, 5500, valuation imports
- Ability to perform process review and high-volume accurate processing
- Good communication skills
- Problem solving and analytical skills
- Basic MS Office knowledge
- Good working knowledge of Excel
- Adaptability to assignments and willingness to self-learn
- Flexibility to work day/night shifts based on business requirements
- Good knowledge of reconciliation concepts
- Organizational and time management skills; ability to meet deadlines
- Ability to work independently and in a team environment
Ascensus Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Ascensus and has not been reviewed or approved by Ascensus.
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Flexible Benefits — Flexible and remote options are positioned as a meaningful part of the overall rewards experience and can help offset base-pay concerns for some roles.
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Healthcare Strength — Healthcare coverage is presented as broad and modern, including medical, dental, vision, mental-health resources, and navigation support programs.
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Parental & Family Support — Family-oriented benefits stand out through paid parental leave and practical supports like breast-milk shipping for traveling, breastfeeding employees.
Ascensus Insights
What We Do
Ascensus helps millions of people save for what matters—retirement, education, and healthcare. We’re also one of the savings plan industry’s leading providers of outsourced services. Our technology, market insights, and business knowledge enhance the growth and success of our partners, their clients, and savers. Ascensus is the largest independent recordkeeping services provider, third-party administrator, and government savings facilitator in the United States. For more information, visit ascensus.com.
