- Ascensus (Dallas, TX)
- …from record keeping system for preparation of government forms for client + Prepares Form 5500 and related schedules using government forms software + Submits ... financial reports and Form 5500 package for review, correction, approval...awareness and understanding of legislative changes, IRS rulings, and expert opinions related to the processing of retirement plans… more
- Ascensus (Dallas, TX)
- …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