Ascensus ยท 15 hours ago
Plan Document Specialist
Greensboro, NC
Full-time
Onsite
Entry, Mid Level
2+ years expAscensus is the nation's largest third-party administrator of retirement plans, partnering with advisors across the country. The Plan Document Specialist is responsible for drafting and updating plan documents, performing technical research for compliance, and ensuring the accuracy of signed documents in a timely manner.
ConsultingRetirementTraining
Responsibilities
Draft plan document including new plan documents and plan restatements
Draft plan amendments
Prepare/update Summary of Plan Description and other related documents
Prepare IRS submissions
Prepare plan termination documents and submissions
Prepare annual notices
Perform technical research to answer compliance questions or resolve compliance issues
Work with Relationship Consultant to ensure signed documents are accurate and received timely
Complete assigned projects timely, accurately and in a cost effectively manner
Proactively participate in process improvement and innovation of current systems
Ensure client plan document files and records are organized and up to date
Commitment to ongoing pension education along with staying current with regulations and law changes
Enter consulting time in timekeeping system daily
Update workflow system daily
Perform Special projects
Other duties as assigned
Qualification
Required
Responsible for the following tasks related to basic to medium complexity retirement plans: Draft plan document including new plan documents and plan restatements
Draft plan amendments
Prepare/update Summary of Plan Description and other related documents
Prepare IRS submissions
Prepare plan termination documents and submissions
Prepare annual notices
Perform technical research to answer compliance questions or resolve compliance issues
Work with Relationship Consultant to ensure signed documents are accurate and received timely
Complete assigned projects timely, accurately and in a cost effectively manner
Proactively participate in process improvement and innovation of current systems
Ensure client plan document files and records are organized and up to date
Commitment to ongoing pension education along with staying current with regulations and law changes
Enter consulting time in timekeeping system daily
Update workflow system daily
Perform Special projects
Other duties as assigned
Excellent verbal and written communication skills, including the ability to communicate technical ideas
Must possess strong organizational skills
Must have knowledge of a variety of computer software applications in word processing, spreadsheets and database software
Self-starter who will take responsibility for completing tasks in a timely fashion
Work requires continual attention to detail in reviewing materials, managing multiple projects, establishing priorities and meeting deadlines
Dependable with excellent follow through on commitments and responsibilities
Conceptual and analytical
Ability to work in a team environment and also work independently as appropriate
Ability to work in fast paced, ever changing office environment
Must be willing to maintain a flexible work schedule and work overtime as needed
Must be able to sit for long periods (at least 8 hours per day)
Must be able to work on a computer at least 8 hours per day (includes looking at a monitor, and typing using a keyboard and mouse)
Preferred
A minimum of 2 years of retirement plan administration experience or equivalent preferred
B.A. or B.S. degree preferred
ASPPA designation or actuarial exams preferred
Company
Ascensus
Ascensus delivers high-quality solutions for every segment of the retirement plan marketplace.
5001-10000 employees
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
Atlas Merchant Capital
2021-04-26Acquired
2019-02-19Secondary Market
Leadership Team
Marc Mehlman
Chief Financial Officer
Marc Doucette
Regional Vice President
Recent News
2025-10-09
Crowdfund Insider
2025-09-17
2025-09-17
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