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ERISA Consultant


in Brainerd MN / Dresher PA


Position Summary

Primary responsibilities include providing consulting services to Ascensus internal and external clients, technical research & analysis, conducting training seminars to internal or external clients and special projects as assigned.

Job Functions, Essential Duties and Responsibilities

  • Provide consulting on retirement plan or IRA technical topics via the phones to internal and external clients.
  • Research and provide updates on ERISA and regulatory guidance that may impact our plan sponsors and our internal processes and procedures
  • Prepare technical communications for internal and external use
  • Draft forms and documents applicable to retirement plan or IRA processing
  • Assist with complex retirement compliance projects (document restatements, IRS correction programs, etc)
  • Complete protected benefit and plan design reviews and consult with client regarding such
  • Effectively collaborate with team members to facilitate team objectives
  • Interact with business partners, sales consultants, team colleagues and other personnel as needed to answer ERISA or regulatory compliance consulting questions and complete assigned projects by deadlines
  • Provide training on a variety of ERISA subjects related to qualified retirement plans including defined contribution, defined benefit, 403(b), and 457(b) plans and/or also IRAs to internal or external clients.
  • Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients.
  • Our I-Client service philosophy and our Core Values of People Matter, Quality First and Integrity Always® should be visible in your actions on a day to day basis showing your support of our organizational culture.
  • Assist with other tasks and projects as assigned

Experience, Skills, Knowledge Requirements

  • Bachelor's degree REQUIRED
  •  CPA, MBA, JD or PMP preferred but not required
  • Demonstrate intermediate proficiency in Outlook and MS Office software applications, specifically Word, Excel, and Power Point
  • Capable of working with others in a collaborative team environment
  • Able to multitask, shift priorities, and work under pressure with competing deadlines
  • Able to communicate professionally and effectively verbally and in written form
  • Able to read, analyze and interpret general business and technical procedures or governmental regulations
  • Able to respond effectively to questions from internal and external clients
  • Detail-oriented
  • Self-motivated
  • Possess excellent interpersonal and PC skills
  • Preferred Designations from ASPPA or NIPA
  • This position may include 10%-30% travel

We are proud to be an Equal Opportunity Employer

Ascensus is a place to have a career, not just a job. As the largest US independent retirement and college savings services provider, we put our focus on people.  Our culture is guided by sound principles, is committed to high standards, operates with transparency, and welcomes diversity. When you join our team, you get to go to work every day knowing that you help over 10 million Americans save for retirement and college.

Ascensus is an Equal Opportunity Employer and does not discriminate on the basis of race, color, creed, national origin, ancestry, religion, age, citizenship, sex, marital or veteran status, disability or handicap, sexual orientation or any other basis prohibited by applicable law. Ascensus also takes affirmative action to employ, and advance in employment, qualified women, minorities, and covered veterans. Ascensus also makes reasonable accommodations for qualified individuals with disabilities, in accordance with the Americans with Disabilities Act and applicable state laws

How to Apply

Apply online using this link:  https://www.applytracking.com/tp/rj6.orYOh-e_K

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