Ascensus

ERISA Consultant

Ascensus

full-time

Posted on:

Location Type: Office

Location: Dresher • North Carolina, Pennsylvania, South Carolina • 🇺🇸 United States

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Job Level

Mid-LevelSenior

About the role

  • Serve as a subject matter expert providing advanced retirement plan consulting, plan document review and analysis, plan document drafting and customization, technical analysis, and special projects as assigned
  • Provide advanced consulting services to internal teams, plan sponsors, and financial advisors on complex technical matters including plan design strategies, plan mergers, and regulatory compliance
  • Stay up to date with general legislative, statutory and regulatory guidance and complete advanced technical research
  • Conduct thorough reviews of individually designed plans and other complex retirement plans to assist with sale, onboarding, and on-going system configuration of plans
  • Translate and map non-Ascensus plan documents to the Ascensus document and perform full plan comparison and protected benefit reviews for plans that are merging
  • Support onboarding and amendment processes for 403(b) plans and customized 401(k) and 403(b) plan documents and prepare customized employer-level plan documents using the Ascensus Plan Adoption System (PAS)
  • Propose customized language to meet client specific plan design needs and remain compliant with current regulations
  • Provide project management support for special projects such as IRS restatements and onboarding acquired blocks of plans
  • Enhance technical and industry knowledge by attending continuing education classes

Requirements

  • ASPPA QKC preferred
  • Bachelor’s degree in business, finance, accounting, or a related field
  • 5 years of Ascensus experience or 7 years industry experience
  • Experience working with the Ascensus, Relius and Ft. William’s retirement plan documents preferred
  • Demonstrate advanced knowledge of the retirement industry including the applicable regulatory agencies (e.g., DOL, IRS)
  • Demonstrate advanced Microsoft Office skills, specifically Outlook, Word, Excel, Power Point, Teams, and Lists
  • Demonstrate excellent client service, excellent interpersonal skills, professional demeanor and positive attitude
  • Demonstrate strong organizational and time management skills and ability to accomplish detail-oriented tasks within given timeframes
  • Ability to effectively prioritize and complete multiple tasks timely
  • Demonstrate excellent analytical and problem-solving skills
  • Demonstrate sound business judgment and risk-taking skills, strong written and oral communication skills
  • Successfully demonstrate job responsibilities of Senior ERISA Analyst (prior consultant level completion)
Benefits
  • Continuing Education - Enhance technical and industry knowledge by attending continuing education classes.
  • Reasonable accommodations for qualified individuals with disabilities, in accordance with the American with Disabilities Act and applicable state laws.
  • Equal Opportunity Employer policies and affirmative action to employ and advance qualified women, minorities, and covered veterans.

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
retirement plan consultingplan document reviewplan document draftingtechnical analysisplan design strategiesregulatory complianceproject managementanalytical skillsproblem-solving skillstime management
Soft skills
client serviceinterpersonal skillsprofessional demeanorpositive attitudeorganizational skillsdetail-orientedprioritizationwritten communicationoral communicationbusiness judgment
Certifications
ASPPA QKC