The Compliance Manager oversees plan operations to ensure adherence to ERISA guidelines and the Internal Revenue Code. Responsibilities include managing plan notices, performing compliance testing, and providing support for annual 5500 audits.
Ascensus
45 Remote Job Openings at Ascensus
The specialist is responsible for performing compliance nondiscrimination testing and preparing Form 5500 reporting for defined contribution plans. They must ensure retirement plans remain qualified by analyzing census data and identifying necessary corrective actions.
The Transaction Specialist is responsible for processing participant transactions such as loans, hardship distributions, and QDROs while adhering to a strict 7-step accuracy and fraud-prevention protocol. They also provide support to plan sponsors, manage administrative system updates, and assist with audit and compliance data collection.
The Senior Plan Compliance Specialist is responsible for performing nondiscrimination testing, quality reviews, and providing technical ERISA guidance to the compliance team. They will also handle escalated technical issues, manage QDRO reviews, and support plan design for existing and onboarding clients.
The specialist is responsible for reviewing plan documents for new clients to ensure compliance and providing expert consultation on plan design. They also lead process improvements, coordinate team training, and perform quality reviews on documents and forms.
The Renewal Sales Director is responsible for leading and executing retention strategies for the company's largest and most complex retirement plan clients. This role involves driving cross-functional alignment and personally engaging in high-risk renewal situations to protect and grow revenue.
The Internal Sales Consultant will cultivate partnerships with advisors and business channels to drive sales activity and support business development goals. They are responsible for managing the sales lifecycle, facilitating proposal delivery, and providing plan design consultation to enhance the customer experience.
The NQ Plan Analyst manages the end-to-end administration of non-qualified benefit plans, ensuring plan integrity and regulatory compliance. They act as a central point of coordination between plan sponsors, participants, and internal operational teams to resolve issues and execute financial transactions.
The Salesforce Software Engineer is responsible for developing technical solutions within the Salesforce Service Cloud platform while collaborating with architects and product owners. They will analyze, implement, test, and maintain software applications to support business goals and ensure system scalability.
Responsible for day-to-day financial operations including automated payment processing for RIAs and TPAs and managing government savings billings. The role involves reconciling revenue, managing fund allocations, and coordinating with strategic business consultants to ensure positive advisor experiences.
The Senior BSA acts as a bridge between business stakeholders and technical teams to translate business needs into actionable data requirements. They are responsible for maintaining the enterprise data dictionary and ensuring the data platform serves as a governed source of truth.
Serve as the primary point of contact for plan sponsors and financial advisors regarding ERISA compliance, plan design, and governmental reporting. Manage annual testing, valuation reports, and the preparation of Form 5500 while ensuring adherence to IRS and DOL regulations.
Manage and optimize offshore operational workflows and administration processes for SFRP plan servicing using Kofax and ASTRO tools. Lead and mentor a team of analysts to ensure efficiency, compliance, and excellence in service delivery.
Leads high-performing engineering, QA, DevOps, and data architecture teams to deliver scalable and secure software solutions. Drives operational efficiency through lean practices, AI integration, and alignment with enterprise technology strategy.
Client Relationship Manager, Client Services - Retirement
Ascensus
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Full Time
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14 days ago
Ascensus
Serve as the primary point of contact for elite advisor plan clients to ensure successful service experiences and plan retention. Coordinate with internal departments to resolve escalated issues and identify revenue opportunities through cross-selling.
The Processing Specialist formats and loads payroll and withholding information into participant accounts while ensuring accuracy through cross-checking. They manage plan features for 409a compliance and coordinate with internal teams to prioritize and resolve account issues.
Responsible for the creation and maintenance of fund lists and the tracking of corporate actions specific to nonqualified plan liability recordkeeping. Oversees custom earnings processing, fund setup, and pricing while acting as a subject matter expert for issue resolution.
The Reconciliation Specialist manages Non-Qualified Plan assets and liabilities by ensuring financial data integrity and recommending adjustments to trust accounts. They are responsible for processing participant payments, performing daily cash and unit reconciliations, and maintaining high-quality financial records.
Lead advanced financial analysis and operational oversight for offshore 529 plan administration. Drive process improvements and workflow automation using Kofax and Unite to ensure compliance and operational efficiency.
Lead and manage regional sales operations for the RPS division. Drive revenue growth and oversee sales strategies within the assigned territory.
Administer and maintain service and communications for Non-Qualified plan clients, including record keeping and plan statements. Provide day-to-day client support, interpret plan documents, and manage enrollment events and payroll items.
Drive revenue growth and manage client relationships through outbound sales calls and inbound lead handling. Conduct face-to-face presentations and maintain accurate documentation of all sales activities within the assigned territory.
The Engagement Leader is responsible for generating revenue by identifying new clients and designing compensation projects. They oversee the delivery of technical project deliverables and manage client relationships to ensure high professional accuracy.
Implementation Coordinator, RPS Product Support Services
Ascensus
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Full Time
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a month ago
Ascensus
Manage client relationships through the implementation of new products, mergers, and transitions while acting as a liaison for operational and technical support. Ensure compliance with IRA, ESA, and HSA regulations and coordinate process improvements to enhance customer retention.
Provide technical consulting and support to clients regarding ERISA compliance, plan design, and operational issues for retirement plans. Draft and review customized employer-level plan documents and contribute to internal training and knowledge sharing.
Provide advanced technical consulting services to internal and external clients regarding ERISA plan design, corrections, and compliance. Conduct technical research, develop training modules, and manage specialty document reviews and audits.
The Software Engineer is responsible for analyzing, implementing, testing, and maintaining software applications within a Scrum team. They must ensure solutions adhere to architecture strategies and coding standards while protecting confidential data.
Drive growth in non-qualified retirement plan services and institutional life insurance programs by building relationships with advisors and C-suite executives. Develop and execute sales strategies to meet revenue goals while managing a network of referral sources and partners.
Define the long-term user experience vision for web, mobile, and AI interfaces to help clients achieve financial goals. Lead the UX discipline by collaborating with cross-functional teams to translate business strategy into actionable design direction.
Builds and maintains relationships with key clients for defined contribution retirement plans using a record-keeping platform. Resolves team escalations, documents procedures, and collaborates with plan sponsors and third-party vendors to resolve issues.
Lead marketing measurement and performance insight generation across paid, earned, and owned channels to improve business outcomes. The role involves both strategic leadership and hands-on execution of complex analyses and dashboard development.
Provide high-quality customer service via phone, email, and chat for various employee benefit and retirement savings plans. Process financial and non-financial transactions while ensuring compliance with plan provisions and HIPAA regulations.
Design, configure, and support analytics capabilities within NICE CXone Interaction Analytics to convert customer interactions into performance measures. Build and maintain categories, rules, dashboards, and reporting structures to identify operational improvement opportunities.
Lead the UX strategy and execution for complex web and mobile financial solutions while driving a user-centered design culture. Collaborate across business, analytics, and development teams to solve large-scale problems and improve organizational processes.
Senior Vice President, Workplace Solutions (529/ABLE plans)
Ascensus
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Full Time
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2 months ago
Ascensus
Lead the end-to-end strategy, product development, and national distribution of workplace-based 529 and ABLE savings solutions. Responsible for building a distribution network, managing the P&L, and collaborating with cross-functional teams to scale the offering across Fortune 1000 employers.
Lead the strategic direction and tactical execution of sales enablement marketing programs to drive growth, client retention, and lead generation. Manage the creation and optimization of sales collateral, digital campaigns, and marketing technology to support the sales lifecycle.
Develop and maintain automated test suites and frameworks to ensure high-quality software delivery within an Agile Scrum team. Responsibilities include executing integration, API, and exploratory tests while incorporating them into the continuous delivery pipeline.
Provide legal and regulatory counsel to executives and business leaders regarding complex products and compliance issues. Draft and negotiate complex contracts and plan documents while managing disputes and overseeing outside counsel.
Responsible for creating and analyzing comprehensive reports for bank and insurance company owned life insurance policies. The role involves monitoring portfolio trends and ensuring data accuracy to maintain strong client relationships.
Nonqualified Deferred Compensation Plan Communications Consultant
Ascensus
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Full Time
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3 months ago
Ascensus
Create and execute customized communication campaigns to educate participants on nonqualified deferred compensation plans. Partner with marketing and compliance teams to develop multi-media educational materials that drive plan engagement and participation.
The role involves reconciling census and financial data to prepare accounting and funding valuation reports for various pension plans. Responsibilities include drafting routine deliverables, updating software assumptions, and interfacing with clients on administration tasks.
Lead the end-to-end delivery of an enterprise portfolio of agentic AI initiatives from discovery and design to launch and adoption. Partner with executive leaders and cross-functional teams to implement scalable AI agents that improve customer experience and operational performance.
The role involves serving as the technical expert and project manager for defined benefit pension plans, handling annual funding, accounting, and compliance requirements. Responsibilities include preparing and technically reviewing annual service offerings, managing client contact, and overseeing employee pension statement projects.
VP, Sales Consultant - Houston Territory (Retirement Industry)
Ascensus
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Full Time
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4 months ago
Ascensus
The primary responsibility is to facilitate the growth of new relationships and business for FuturePlan by driving sales with financial professionals and strategic alliance platforms to meet assigned sales goals. This includes directly coordinating sales activities for key Plan Sponsor relationships and actively working with internal and external sales consultants to drive sales and marketing.
The primary responsibility is to drive retirement plan sales growth by engaging with Financial Professionals, TPAs, RIAs, and DC I/O Firms, promoting both internal and partner product options. This involves advising professionals during prospecting, attending sales calls, maintaining relationships, and conducting a minimum of sixty meetings monthly.
