Paralegal, ERISA

Lake Mary, FL - USA

Monthly Salary: Not Disclosed

Posted on: 21 hours ago

Vacancies: 1 Vacancy

Job Summary

Job Description

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

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Job DescriptionPosition 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 manage...