• Senior Compliance Analyst

    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 (01/10/25)
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