ERISA Consultant

🕒 September 17

🐊 Florida, Iowa, +1 more states – Remote

🐊 Florida – Remote 🌾 Iowa – Remote 🔔 Pennsylvania – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

💼 Consultant

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 20%

What it means: the chance that no one is really hiring for this job.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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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 correction services to Ascensus and FuturePlan clients through IRS and DOL correction programs • Complete Microsoft Excel calculations for clients • Audit and deliver correction packets • Provide in-house and external consulting on technical correction issues, IRS and DOL guidance, and internal processes • Conduct correction presentations and internal basic technical training • Review, audit, and update internal and external training procedures related to IRS and DOL corrections • Perform fee-for-service correction engagements and assist with advanced correction consultations • Participate in IT and project management special projects • Complete technical research and present findings on correction procedures, fiduciary correction programs, and prohibited transaction exemptions • Write correction articles and update ERISA policy statements and education research forms • Analyze legislative, statutory, regulatory, and case law guidance and determine its impact on the correction industry and Ascensus products, services, and systems • Attend continuing education classes and meet department service-level standards • Perform other duties and projects as assigned

🎯 Requirements

• Bachelor’s degree in business, finance, accounting, or a related field • ASPPA designations preferred, including QKA, QKS, QKC, QPA, CPC, and QP3 • Successfully complete ASPPA exams applicable to the area of Technical Expertise • Intermediate proficiency in Outlook and Microsoft Office applications, specifically Excel, Word, PowerPoint, and Teams • Functional knowledge of Ascensus documents, plan forms and notices, policies and procedures, main plans and products, and correction processes • Basic knowledge of the retirement plans industry and applicable regulatory agencies, including the DOL and IRS • Special consideration for Microsoft Excel proficiency, core code logic and system architecture, BOT tool creation and enhancements, and Ascensus and FuturePlan internal tools including ARK, Salesforce, and AXIS • Excellent client service, interpersonal, organizational, analytical, problem-solving, written and oral communication, seminar training, and presentation skills • Professional demeanor, positive attitude, sound business judgment, risk-taking skills, and ability to prioritize and complete multiple detail-oriented tasks within required timeframes • Special consideration given to CPA, MBA, JD, PMP, Ascensus experience, or industry experience

🏖️ Benefits

• No specific benefits listed • Employer states it will never ask candidates for payment or require them to purchase equipment

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