Newport, an Ascensus company, helps employers offer their associates a more secure financial future through retirement plans, insurance and consulting services. Newport offers comprehensive plan solutions and consulting expertise to plan sponsors and the advisors who serve them. As a provider and partner, Newport is independent, experienced, and responsive.
Job Summary:
Performs compliance testing, document support, government forms preparation and review for moderately complex retirement plans. .

Essential Functions Reasonable accommodations may be made to enable people with disabilities to perform these essential functions.

• Ensures that assigned plans remain tax qualified by meeting all IRS and DOL reporting and testing requirements
• Performs reporting on all accounting and financial activity for the plan
• Prepares all non-discrimination tests and other Compliance related testing on mostly larger and/or moderately complex plans
• Performs contribution calculations on plans
• Reviews legal plan documents, all employee data and selects participant eligibility
• Reconciles and/or reviews all financial activity
• Prepares all required government forms
• Adheres to all Newport standard operating procedures and controls
• Manages multiple tasks effectively by balancing high productivity with excellent service quality
• Consistently meets and/or exceeds performance expectations with the ability to work under pressure in a very fast paced environment
• Focuses on learning in everyday activities and events
• Coordinate with and openly exchange knowledge with colleagues
• Regular, reliable, and punctual attendance

REQUIRED EDUCATION, EXPERIENCE AND CERTIFICATES, LICENSES, REGISTRATIONS

• Bachelor’s degree in a business related field or industry experience, or a combination of education and industry experience
• 2+ years of progressive plan experience in third party administration environment
• Preparing and explaining qualified plan compliance testing and government form filings
• Strong MS Office skills required

PREFERRED EDUCATION OR SKILLS FOR THIS ROLE

• ASPPA’s Retirement Plan Fundamental certificate (RPF-1 & RPF-2 exams)
• ASC and FT William

OTHER DUTIES

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or tasks that are required of the employee for this job. Duties, tasks and activities may change at any time with or without notice.
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Essential Functions Reasonable accommodations may be made to enable people with disabilities to perform these essential functions.

• Ensures that assigned plans remain tax qualified by meeting all IRS and DOL reporting and testing requirements
• Performs reporting on all accounting and financial activity for the plan
• Prepares all non-discrimination tests and other Compliance related testing on mostly larger and/or moderately complex plans
• Performs contribution calculations on plans
• Reviews legal plan documents, all employee data and selects participant eligibility
• Reconciles and/or reviews all financial activity
• Prepares all required government forms
• Adheres to all Newport standard operating procedures and controls
• Manages multiple tasks effectively by balancing high productivity with excellent service quality
• Consistently meets and/or exceeds performance expectations with the ability to work under pressure in a very fast paced environment
• Focuses on learning in everyday activities and events
• Coordinate with and openly exchange knowledge with colleagues
• Regular, reliable, and punctual attendanc