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ERISA Consultant

ConsultantConsultantOtherRemoteSeniorTeam 5,001-10,000Since 2000H1B SponsorCompany SiteLinkedIn

Location

Nebraska + 2 moreAll locations: Nebraska | Pennsylvania | South Carolina

Posted

116 days ago

Salary

$70K - $115K / year

Seniority

Senior

Bachelor Degree3 yrs expEnglish

Job Description

ERISA Consultant

Ascensus

• Provide consulting services to internal teams, plan sponsors, and financial advisors on complex technical matters • Conduct thorough reviews of individually designed plans and other complex retirement plans • Support onboarding and amendment processes for 403(b) plans and customized 401(k) and 403(b) plan documents • Provide support for special projects such as, IRS restatements and onboarding acquired blocks of plans • Enhance technical and industry knowledge by attending continuing education classes

Job Requirements

  • 3 years of Ascensus experience or 5 years industry experience
  • Bachelor's degree in business, finance, accounting, or a related field
  • ASPPA QKA preferred
  • Experience working with the Ascensus, Relius and Ft. William’s retirement plan documents preferred.
  • Demonstrate advanced Microsoft Office skills, specifically Outlook, Word, Excel, Power Point, Teams, and Lists.
  • Excellent client service and interpersonal skills.
  • Strong organizational and time management skills.
  • Ability to effectively prioritize and complete multiple tasks timely.
  • Excellent analytical and problem-solving skills.
  • Strong written and oral communication skills.

Benefits

  • Health insurance
  • 401(k) matching
  • Flexible work hours
  • Paid time off
  • Remote work options

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