Ascensushr

ERISA Consultant

Remote, Pennsylvania

Sponsorship not specifiedDetected 16 days ago

Project ManagementAccountingExcelResearchCommunicationProblem SolvingTime ManagementMentoringPublic SpeakingWritingMicrosoft OfficeCFA

About the role

Primary responsibilities include providing consulting services to Ascensus clients through Ascensus' technical access service, providing in-house consulting, conducting seminars, technical research, analysis and special projects as assigned.
Primary focus in one area of Technical Expertise and cross training into secondary area of Technical Expertise.
Section 2: Job Functions, Essential Duties and Responsibilities

Consulting - Provide consulting services to internal and external clients, client's attorneys and CPAs, other service providers on advanced technical, plan design and corrections issues.
Course Development - Design, write, and update advanced internal or external training modules.
Independently manage small to medium size projects.
Employer Level Document Drafting - Audit employer level plan document preparation.
Propose customized text for employer level plan document preparation.
Document Reviews - Review, audit and map specialty and complex documents.

Forms - Demonstrate an advanced knowledge of Ascensus plan forms and notices.
Business Unit Policies and Procedures - Demonstrate advanced knowledge of policies and procedures.
Technical Knowledge - Demonstrate an advanced knowledge of main plans and products and a functional knowledge or more unique plans and products in areas of Technical Expertise.
Industry Knowledge - Demonstrate basic knowledge of the industry including the applicable regulatory agencies (e.g., DOL, IRS, HHS).
Demonstrate basic knowledge of investments (e.g., mutual funds, annuities, and ETFs) and the associated regulatory agencies (e.g., SEC, FINRA, NAFCU, FDIC, OCC, OTS).
Ancillary Laws - Demonstrate a basic knowledge of certain ancillary laws (e.g., securities, estate planning, banking, social security, Medicare, bankruptcy, e-sign).

Experience, Skills, Knowledge Requirements
External Financial Services Industry Designations - CFP, CTFA, CFA, CEBS preferred Insurance or securities licenses preferred but will not be maintained.
Degrees -Bachelor's degree in business, finance, accounting, or a related field.
Special consideration given to CPA, MBA, JD or PMP.
Industry Experience.
5 years of Ascensus experience or 7 years industry experience
Performance Review Ratings - Performance review ratings of exceeding expectations
Core Values & I-Client - Consistently display and model the Ascensus core values and I-Client philosophy

Legal Retirement Plan Document Drafting - Demonstrate advanced knowledge of Ascensus documents.

Research - Complete advanced technical research projects, present research findings and apply finding to establish company products and policies.

This listing is sourced directly from Ascensushr's careers page and normalized into a canonical job model.