ERISA Consultant

Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow.

Position Summary

Primary responsibilities include providing consulting services to Ascensus clients through Ascensus’ technical access service, providing in-house consulting, conducting seminars, technical research, analysis and special projects as assigned. Primary focus in one area of Technical Expertise.

Job Functions, Essential Duties and Responsibilities

Consulting - Provide consulting services to internal and external clients on technical, plan design and corrections issues.

Training - Conduct presentations at the ERISA technical consulting meeting or other internal ERISA department training. Conduct internal basic technical training. Conduct external seminars and webinars.

Course Development - Review, audit, and update existing basic and intermediate internal or external training modules.

Legal Document Drafting - Demonstrate a functional knowledge of Ascensus documents.

Forms - Demonstrate a functional knowledge of Ascensus plan forms and notices.

Employer Level Document Drafting - Audit employer level plan document preparation. Propose customized text for employer level plan document preparation.

Document Reviews – Review and map documents.

Business Unit Policies and Procedures - Demonstrate functional knowledge of policies and procedures.

Fee-for-Service Engagements - Independently perform fee-for-service engagements. Independently perform basic external fee-for-service consultations. Assist with advanced fee-for service consultations.

Special Projects (IT, project management) - Participate in special projects.

Research - Complete basic technical research projects and present the findings.

Technical Writing - Write articles for Ascensus publications and newsletters.

Legislation, Regulatory and Judicial Review - Analyze and interpret general legislative, statutory, regulatory, or case law guidance. Determine the impact general legislative, statutory, regulatory, or case law guidance has to the industry and/or on Ascensus products, services, and/or systems.

Technical Knowledge - Demonstrate a functional knowledge of main plans and products.

Industry Knowledge - Demonstrate basic knowledge of the retirement plans industry including the applicable regulatory agencies (e.g., DOL, IRS, HHS).

Continuing Education - Enhance technical and industry knowledge by attending continuing education classes.

SLAs - Meet department service level standards.

Miscellaneous - Perform other duties and projects as assigned.

Experience, Skills, Knowledge Requirements

External Financial Services Industry Designations – Special Consideration given for CEBS, QKA, QPA, CPC preferred.

Industry Experience - 5 years of Ascensus experience or 7 years industry experience

Degrees -Bachelor’s degree in business, finance, accounting, or a related field.

Core Values & I-Client - Consistently display and model the Ascensus core values and I-Client philosophy.

Software Applications - Demonstrate intermediate proficiency in Outlook and MS Office software applications, specifically Word, Excel, Power Point, Teams.

Skills - Demonstrate excellent client service, excellent interpersonal skills, professional demeanor and positive attitude skills. Demonstrate strong organizational and time management skills. Accomplish detail-oriented tasks within given timeframes and standards. Ability to prioritize and complete multiple tasks. Demonstrate excellent analytical and problem-solving skills. Demonstrate sound business judgment and risk-taking skills, strong written and oral communication skills and strong seminar training and presentation skills.

The national average salary range for this role is $70-115K in base pay, exclusive of any bonuses and benefits. This base salary range represents the low and high end of the salary range for this position. Actual salary offered will vary and may be above or below the range based on various factors including but not limited to location, experience, performance, and internal pay alignment. We do not anticipate that candidates hired will begin at the top of the range however, from time to time, it may occur on a case-by-case basis.  Other rewards and benefits may include: 401(k) match, Medical, Dental, Vision, Paid-Time-Off, etc.  For more information, please visit careers.ascensus.com/#Benefits

Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate from @ascensus.com or @futureplan.com email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.