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ERISA Retirement Plan Specialist

Job in Trenton, Mercer County, New Jersey, 08628, USA
Listing for: Ascensus
Full Time position
Listed on 2026-07-27
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant
Salary/Wage Range or Industry Benchmark: 85000 - 130000 USD Yearly USD 85000.00 130000.00 YEAR
Job Description & How to Apply Below

Future Plan, part of Ascensus, seeks a Retirement Plan Consultant to advise plan sponsors and financial advisors on ERISA compliance, plan design and government reporting. You will serve as the primary contact for clients and professionals, handling meetings in person and by phone while guiding on 5500s, loans and distributions.

The role requires building knowledge of IRS and DoL obligations and coordinating with actuaries, attorneys and advisors, ensuring due dates and filings are met with

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