Position Purpose: Primary responsibilities include providing assistance to attorneys and consults in delivering consulting, compliance, legal services including preparation and assembly of documents and special projects as assigned.
Essential Duties and Responsibilities:
Document management
- Organizing, indexing and tracking files and documents
ERISA Department Support
- Providing administrative support for attorneys and consultants related to retirement plan technical consulting, Internal Revenue Service (IRS) tax code, Department of Labor (DOL) regulations and other regulatory agencies
Regulatory responses
- Prepare response to audit requests and subpoenas to regulatory agencies
QDRO processing
- Prepare responses to Qualified Domestic Relations Orders to participants and attorneys
Legal Retirement Plan Document Drafting
- Demonstrate a functional knowledge of Ascensus retirement plan documents
Abandoned Plans
- Assist with the determination and processing of abandoned plans
Forms
- Demonstrate a functional knowledge of Ascensus retirement plan forms and notices
Employer Level QRP Document Drafting
- Complete employer level qualified retirement plan documents
Fee-for-Service Engagements
- Assist with fee-for-service engagements including IRS and DOL Correction Programs, Controlled Group Determinations and IRS Determination Letter Filings
Industry Knowledge
- Demonstrate basic knowledge of the retirement plans industry including the applicable regulatory agencies (e.g., DOL and IRS)
Continuing Education
- Enhance technical and industry knowledge by attending continuing education classes
SLAs
- Meet department service level standards
- Perform other duties and projects as assigned
Minimum Requirements:
Degrees
- Associate degree in paralegal studies
- Certification from the National Association of Legal Assistants (NALA) or the American Alliance Certified Paralegal (AACP) credential offered by the American Alliance of Paralegals, Inc.
Core Values & I-Client
- Consistently display and model the Ascensus core values and I-Client philosophy
Software Applications
- Demonstrate basic proficiency in Outlook and MS Office software applications, specifically Word, Excel, Access and Power Point
Skills
- Demonstrate excellent client service skills
- Demonstrate 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 prioritize and complete multiple tasks
- Demonstrate excellent analytical and problem solving skills
- Demonstrate strong written and oral communication skills
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.
Top Skills
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.
