ERISA Document 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.

Section 1 : Position Summary

The ERISA Analyst serves as a subject matter expert providing retirement plan consulting, plan document review and analysis, plan document drafting and customization, technical analysis, and special projects as assigned.

Section 2 : Job Functions, Essential Duties and Responsibilities

ERISA Consulting - Provide consulting services to internal teams, plan sponsors, and financial advisors on complex technical matters, including but not limited to plan design strategies, plan mergers, and regulatory compliance. Demonstrate basic knowledge of the retirement industry including the applicable regulatory agencies (e.g., DOL, IRS). Stay up to date with general legislative, statutory and regulatory guidance, and be able to complete basic technical research.

Plan Document Review & Analysis - Conduct thorough reviews of individually designed plans and other complex retirement plans to assist with the sale, onboarding, and on-going system configuration of plans. Translate and map non-Ascensus plan documents to the Ascensus document. Perform full plan comparison and protected benefit reviews for plans that are merging.

Document Drafting & Customization - Support onboarding and amendment processes for 403(b) plans and customized 401(k) and 403(b) plan documents. Prepare customized 401(k) and 403(b) 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.

Special Projects (IT, project management) - Provide support for special projects such as, IRS restatements and onboarding acquired blocks of plans.

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

Section 3 : Experience, Skills, Knowledge Requirements

Technical Expertise Designations / Exams - ASPPA QKA preferred

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

Industry Experience - 3 years of Ascensus experience or 5 years industry experience. Experience working with the Ascensus, Relius and Ft. William's retirement plan documents preferred.

Core Values & I-Client - Consistently display and model the Ascensus core values : People Matter. Quality First. Integrity Always.

Software Applications - Demonstrate advanced Microsoft Office skills, specifically Outlook, Word, Excel, Power Point, Teams, and Lists.

Skills - Demonstrate excellent client service, excellent interpersonal skills, professional demeanor and positive attitude. Demonstrate strong organizational and time management skills. Accomplish detail-oriented tasks within given timeframes and standards. 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.

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.

For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual work space and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 25 MBps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Note : For call center roles specifically, it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in close proximity to the router. Please ensure that you are able to meet these expectations before applying.

Ascensus provides equal employment opportunities to all associates and applicants for employment without regard to ancestry, race, color, religion, sex, (including pregnancy, childbirth, breastfeeding and / or related medical conditions), gender, gender identity, gender expression, national origin, age, physical or mental disability, medical condition (including cancer and genetic characteristics), marital status, military or veteran status, genetic information, sexual orientation, criminal conviction record or any other protected category in accordance with applicable federal, state, or local laws ("Protected Status").