• Form 5500 Expert

    WTW (Philadelphia, PA)
    **Description** As a Form 5500 PACS Project Manager you will apply your technical and project management skills to lead a variety of 5500 and related ... timeline, deliverables, and quality standards + Perform technical review of complex Form 5500 returns and communicate results to the team. Support for additional… more
    WTW (12/19/24)
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  • Defined Benefit Consultant

    Ascensus (Dresher, 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 (11/19/24)
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  • Client Relationship Manager

    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
    Ascensus (11/08/24)
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