Ascensushr

NQ Plan Analyst - Newport

Remote, Maryland

Sponsorship not specifiedDetected 6 days ago

ComplianceAccountingExcelAuditingCustomer SuccessResearchCommunicationMicrosoft Office

About the role

The NQ Plan Analyst team (Direct and Private Label) oversees the day-to-day workflow for assigned clients, acting as the central coordination point between plan sponsors, participants, operational teams, and relationship management.
The NQ Plan Analyst is accountable for plan integrity, risk mitigation, and operational decision-making, including evaluation of plan activity, data accuracy, and financial transactions.
As well as serving as a key decision-maker for escalated issues, determining appropriate resolutions based on plan provisions, regulatory considerations, and operational impact.

Interpret workflows; using best practices while identifying efficiency opportunities. Support key initiatives.
Provide operational knowledge, including providing technical expertise and support to clients and internal business partners for issues.
Own operational strategy and execution for assigned plans, prioritizing work, resolving conflicts, and determining optimal approaches to deliver outcomes.
Support Relationship Manager (RM) / Client Service Manager (CSM) team in the daily service of clients, including direct correspondence with client contacts.
Coordinate with the Enrollment team to ensure correct setup of participants and elections pre-enrollment. Manage and ensure accuracy of online enrollment windows.
As a provider and partner, Newport is independent, experienced, and responsive.

Ability to work in a deadline-driven environment with a demonstrated track record of accuracy and consistency.
Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations.
Ability to write reports, business correspondence, and procedure manuals.
Ability to apply advanced mathematical concepts utilizing current spreadsheet and accounting database software programs.
Experience with non-qualified deferred compensation plan structures and 409A / 457(b) and 457(f) compliance requirements.

Act as initial point of escalation for participant inquiries through the call center; respond in accordance with standard turnaround.
Handle post-enrollment steps including auditing elections, client reporting, and providing data to load to the Production environment.
Research data issues, including information on Risk Mitigation reports, to ensure data completeness.
Act as Product Owner for Payroll and Census tools, managing updates and troubleshooting as needed.
Provide data and reporting outputs to internal teams (trading, enrollment, RM) at defined points in the workflow cycle.

Experience with non-qualified deferred compensation plan structures and 409A / 457(b) and 457(f) compliance requirements.

Newport, an Ascensus company, helps employers offer their associates a more secure financial future through retirement plans, insurance and consulting services.
Bachelor's degree in a business-related field or industry experience, or a combination of education and industry experience.
3+ years' experience working in a related position in the retirement services sector.
Implement, track, monitor, and maintain client non-qualified benefit plan accounts, fund investments and distributions.

This listing is sourced directly from Ascensushr's careers page and normalized into a canonical job model.