ERISA Compliance Specialist
Ascensus
full-time
Posted on:
Location Type: Hybrid
Location: Lake Mary • Florida, North Carolina, Pennsylvania • 🇺🇸 United States
Visit company websiteJob Level
Mid-LevelSenior
About the role
- The ERISA Compliance Specialist works with various team members to provide comprehensive governance to qualified plan sponsors.
- Utilize expertise to develop and deliver qualified plan and governance analytics.
- Author custom reports and present findings to clients.
- Advise clients on compliance, plan design, and administration.
- Prepare client reports, manage projects, and provide ongoing support for corporate qualified plans.
- Stay current with changes in ERISA and related legislation, and ensure fiduciary best practices.
- Continuously monitor and interpret changes in ERISA legislation.
Requirements
- Bachelor’s degree in accounting, math, business, or related field.
- 3+ years of ERISA and defined contribution qualified plan experience with emphasis on 401(k) plan administration, compliance, consulting, or legal issues.
- Computer proficiency, particularly working knowledge of Word, MS-Excel, and Power Point.
- Experience with various major 401(k) recordkeeping service front provider organizations.
- Licenses (FINRA Series 6 or 7, 66)
- QKA designation
- Project and time management skills required
- Attention to detail, accuracy, analysis, and self-revision required
Benefits
- Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions.
- Health insurance
- 401(k) matching
- Flexible work hours
- Paid time off
- Remote work options
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
ERISA compliance401(k) plan administrationqualified plan governanceanalyticsreport writingproject managementdata analysiscompliance consultinglegal issuesfiduciary best practices
Soft skills
attention to detailaccuracyself-revisiontime managementcommunicationclient advisingpresentation skillsorganizational skillsteam collaborationproblem-solving
Certifications
FINRA Series 6FINRA Series 7FINRA Series 66QKA designation