• Retirement Plan Consultant

    Ascensus (Trenton, NJ)
    …loan paperwork and coordinate processing of loans with asset holder Review or prepares Form 5500 and coordinate with plan sponsor to help ensure timely filing ... 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
    Ascensus (03/13/25)
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