Plan Termination Consultant
Ascensus(1 month ago)
About this role
The Deconversion Consultant is the primary contact for clients and advisors when a retirement plan is being terminated or transitioned, owning the end-to-end deconversion experience. The role ensures accurate, compliant plan closeouts and coordinates across internal teams to deliver a seamless transition for clients.
Required Skills
- Deconversion
- Plan Administration
- Compliance Testing
- Form 5500
- Trust Accounting
- Reconciliation
- ERISA
- Salesforce
- Excel
- Client Communication
+2 more
Qualifications
- Bachelor's Degree
About Ascensus
ascensus.comEveryone deserves to feel financially secure. We help more people save through partnerships with leading financial institutions and state governments.
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