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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 2026-07-30
Job specializations:
  • Finance & Banking
Salary/Wage Range or Industry Benchmark: 55000 - 80000 USD Yearly USD 55000.00 80000.00 YEAR
Job Description & How to Apply Below

Future Plan is seeking a Retirement Plan Consultant to serve as the ERISA expert on testing, 5500, loans and distributions. You will handle plan design, document updates, and client interactions with financial advisors and plan sponsors, in person or by phone.

The role requires strong analytical skills, details orientation, and the ability to mentor coordinators while ensuring IRS and DoL compliance. You will manage plan operations, annual testing, and reporting, coordinate with asset holders,

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