ERISA Consultant

🕒 July 9

🌲 North Carolina, Pennsylvania – Remote

🌲 North Carolina – Remote 🔔 Pennsylvania – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

💼 Consultant

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Ascensus

WebsiteLinkedInAll Job Openings

5001 - 10000 employees

Founded 2000

💼 Consulting

🛡️ Insurance

💸 Finance

💰 Secondary Market on 2019-02

Consulting • Insurance • Finance

Ascensus is a company that values its people and emphasizes a culture guided by principles such as integrity, quality, and a commitment to high standards. It provides administrative and recordkeeping services, focusing on helping individuals achieve financially secure retirements and ensuring quality education for children. Ascensus is dedicated to diversity, inclusion, and providing equal opportunities, making it a rewarding place to work. The company also offers a wide range of benefits to its employees, including student loan refinancing and healthy living programs.

📋 Description

• Provide consulting services to internal and external clients on ERISA compliance, operational issues, plan design considerations, and correction methodologies. • Demonstrate a solid and growing knowledge of retirement plan regulations and applicable regulatory agencies (e.g., DOL, IRS). • Maintain working knowledge of Ascensus sponsored plan documents, notices, forms, and internal consulting resources. • Contribute to internal training by presenting on foundational or intermediate topics. • Draft customized 401(k) and 403(b) employer‑level plan documents using the Ascensus Plan Adoption System (PAS). • Conduct thorough reviews of individually designed and other complex retirement plan documents with oversight as needed. • Participate in departmental or cross‑functional projects, contributing technical input and completing assigned tasks on schedule.

🎯 Requirements

• Bachelor’s degree in business, finance, accounting, or a related field preferred. • Typically 3–5 years of relevant Ascensus or retirement industry experience. • Intermediate proficiency in Outlook and MS Office applications, including Word, Excel, PowerPoint, and Teams. • Strong analytical and problem‑solving abilities. • Effective written and verbal communication skills. • Strong organization, time management, and ability to prioritize multiple tasks.

🏖️ Benefits

• Competitive salary • Health insurance • 401(k) matching • Flexible working hours • Paid time off • Professional development opportunities