- Ascensus (Philadelphia, PA)
- …paperwork and coordinate processing of loans with asset holder + Review or prepare Form 5500 , draft Schedule SB for actuary, and coordinate with plan sponsor ... governmental reporting. This position serves as the retirement plan expert on DC and DB plans on testing, ...expert on DC and DB plans on testing, 5500 , loans and distributions and comprehends plan design and… more
- Ascensus (Dresher, PA)
- …paperwork and coordinate processing of distributions with asset holder Review or prepares Form 5500 and coordinate with plan sponsor to help ensure timely ... and via phone. This position serves as the retirement Plan expert on testing, 5500 , loans and distributions. Additionally, this individual can easily grasp plan… more