Paralegal, ERISA
Paralegal, ERISA
Employer Active
Job Alert
You will be updated with latest job alerts via email
Share
Job Alert
You will be updated with latest job alerts via email
Job Description
FuturePlan is the nations largest third-party administrator (TPA) of retirement plans partnering with advisors in all 50 states. FuturePlan delivers the best of both worlds: high-touch personalized service from local TPAs backed by the strength and security of a large national firm Ascensus. Our roots go back decades with nearly 30 outstanding legacy firms now joined together to deliver unmatched levels of service innovation and expertise to a fast-growing client base from coast to coast. The FuturePlan team includes more than 500 credentialed plan professionals 60 actuaries and one of the industrys largest in-house ERISA teams. Learn more at .
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 @ or @ 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.
Employment Type
Full-Time
