ERISA Consultant

Position Summary

Provide consulting services to Ascensus clients through the Technical Access Service, conduct seminars, technical research, analysis, and special projects. Focus on a primary area of Technical Expertise and cross‑train into a secondary area.

• Consulting services to internal and external clients, attorneys and CPAs, on advanced technical, plan design, and corrections issues.
• Conduct peer call reviews, providing feedback on call accuracy and quality.
• Training: present at ERISA technical consulting meetings, conduct internal and external advanced technical training, external seminars and webinars.
• Course development: design, write, and update advanced internal or external training modules.
• Legal retirement plan document drafting: demonstrate advanced knowledge of Ascensus documents.
• Form drafting: advanced knowledge of plan forms and notices; draft or update forms for use by financial organizations, sponsors, and practitioners.
• Employer‑level document drafting: audit and propose customized text for employer‑level plan documents.
• Document reviews: audit and map specialty and complex documents.
• Compliance audits: independently conduct compliance audits.
• Business unit policies and procedures: demonstrate advanced knowledge.
• Fee‑for‑service engagements: independently perform fee‑for‑service engagements and consultations.
• Special projects: act as subject‑matter expert for departmental and interdepartmental projects, independently manage small to medium‑size projects.
• Disputes, policies, inquiries and subpoenas: assist with research and respond to legal or other disputes.
• Research: complete advanced technical research projects, present findings, and apply findings to establish company products and policies.
• Technical writing: write articles for industry journals and publications.
• Legislation, regulatory and judicial review: analyze and interpret significant legislative, statutory, regulatory, or case law guidance; determine impact on industry and Ascensus products.
• Technical knowledge: demonstrate advanced knowledge of main plans and products and functional knowledge of unique plans.
• Industry knowledge: basic knowledge of applicable regulatory agencies, investments, ancillary laws.
• Continuing education: enhance technical and industry knowledge by attending continuing education classes.
• Mentoring: mentor Consultant (Level2) in same area of technical expertise.
• Travel: position may include 25%‑40% travel.
• Service level agreements: meet department SLOs.
• Miscellaneous: perform other duties and projects as assigned.
• Cross‑train: cross‑train into Senior ERISA Analyst in secondary area of technical expertise.

• 5‑year Ascensus experience or 7‑year industry experience.
• Degrees:
  Bachelor’s in business, finance, accounting or related field; CPA, MBA, JD or PMP preferred.
• Designations: CFP, CTFA, CFA, CEBS preferred; insurance or securities licenses preferred but not required.
• Performance review: exceeding expectations.
• Core values & I‑Client: consistently display and model Ascensus core values and I‑Client philosophy.
• Software applications: intermediate proficiency in Outlook, MS Office (Word, Excel, PowerPoint, Teams); basic proficiency in Access.
• Client service, interpersonal skills, professional demeanor, positive attitude, strong organizational and time‑management skills, analytical and problem‑solving skills, sound business judgment, risk‑taking skills, excellent written and oral communication, seminar training and presentation skills.
• Prior consultant‑level completion: successfully demonstrate job responsibilities of Senior ERISA Analyst.

• Professional development with in‑house training and tuition reimbursement.
• Generous reward programs.
• Paid time off.
• Medical, dental and vision benefits.
• Health Savings Account with employer contribution up to $1,100.
• 401(k) and 529 college savings match programs.
• Volunteer and charitable‑giving programs.
• Business casual dress.

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