Ascensus is one of the nation’s largest independent providers of retirement, college, and healthcare savings services, supporting more than 43,000 retirement plans and nearly 3 m
Paralegal, QDRO
Location
Florida + 1 moreAll locations: Florida | Pennsylvania
Posted
9 days ago
Salary
0
Seniority
Senior
Job Description
Paralegal, QDRO
Ascensus
• Review Service Agreement to confirm QDRO review and determination services are included in the client contract. • Review Domestic Relations Orders submitted for qualification under applicable retirement plans. • Determine whether DROs meet the requirements of a Qualified Domestic Relations Order under ERISA and the IRC. • Communicate with plan participants, alternate payees, attorneys, and internal departments regarding the QDRO qualification process. • Draft correspondence explaining deficiencies in proposed orders and suggest appropriate revisions. • Maintain accurate records of all QDRO-related activity. • Provide support to client service teams to assist plan administrators regarding compliance and procedural updates. • Ensure all determinations are consistent with plan provisions and applicable federal law. • Monitor developments in QDRO regulations and best practices. • Assist in developing and maintaining QDRO procedures.
Job Requirements
- Associate’s or Bachelor’s degree; Paralegal certification preferred.
- 3+ years of paralegal or legal assistant experience, with specific experience in QDROs or retirement plan administration.
- Working knowledge of ERISA, IRC, and other laws affecting retirement plans.
- Strong analytical and legal writing skills.
- High attention to detail and ability to manage multiple files with competing deadlines.
- Excellent written and verbal communication skills.
- Proficiency in Microsoft Office and document management systems, including Workfront, Fresh Services, Chorus, IMPACT, CLIFF, and BOX.com.
Benefits
- Health insurance
- Retirement plans
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