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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in retirement plan administration, compliance, and regulatory requirements, with a strong focus on IRS, DOL, and ERISA legislation. Proficient in analyzing financial data and preparing compliance reports while ensuring accuracy and confidentiality.
Highest-signal resume keywords
ERISA ExperienceFinancial Data AnalysisRetirement Plan Fundamentals CertificationPlan Administration SoftwareStrong Communication Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial Data AnalysisPlan AdministrationCompliance TestingRegulatory ComplianceQuality Assurance Reviews
Soft Skills
Analytical SkillsProblem SolvingAttention to DetailTask Management
Tools & Technologies
WordExcelOutlookRelius
Certifications & Qualifications
Retirement Plan Fundamentals CertificationQKA DesignationQPA Designation
Industry Keywords
IRS RegulationsDOL RegulationsERISA ComplianceRetirement IndustryPlan Consultants
About the role
Key responsibilities & impact- Apply advanced understanding of all plan types and facilitate complex interactions with Plan Consultants
- Read and interpret retirement plan provisions and related materials to ensure accuracy and regulatory compliance
- Apply IRS, DOL, and ERISA legislation and regulations when preparing, analyzing, and interpreting information
- Support DOL, IRS, and large-plan audits
- Support Plan Consultants in resolving operational and compliance issues for qualified plans
- Perform plan administration, compliance, and testing for assigned blocks of business
- Track job progress and required data to meet compliance deadlines
- Prepare annual valuation and compliance reports for clients
- Consult with Plan Consultants on plan documents, amendments, and other legal documents
- Complete assigned quality assurance reviews
- Protect and properly handle confidential Ascensus and client data
- Support the organization’s service philosophy and core values
- Assist with other assigned tasks and projects
Requirements
What you’ll need- Bachelor’s degree preferred
- 3–5 years of prior ERISA experience in the retirement industry preferred
- 3–5 years of experience in analysis of financial data required
- Strong Word, Excel, and Outlook skills
- Strong written and oral communication skills
- Strong analytical and problem solving skills
- Strong attention to detail and ability to prioritize, manage tasks, and meet business-operation and ERISA-compliance requirements
- Retirement Plan Fundamentals certification upon meeting eligibility requirements
- QKA designation preferred
- Involvement or work towards associates QPA designation preferred
- Prior experience with plan administration software, such as Relius
Benefits
Comp & perks- Equal Opportunity Employer
- Retirement Plan Fundamentals certification upon meeting eligibility requirements