ERISA Consultant

Ascensus•Baxter, MN

2d•$70 - $115

About The Position

Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow. Position Summary 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.

Requirements

Industry Experience - 5 years of Ascensus experience or 7 years industry experience
Degrees -Bachelor’s degree in business, finance, accounting, or a related field.
Core Values & I-Client - Consistently display and model the Ascensus core values and I-Client philosophy.
Software Applications - Demonstrate intermediate proficiency in Outlook and MS Office software applications, specifically Word, Excel, Power Point, Teams.
Skills - Demonstrate excellent client service, excellent interpersonal skills, professional demeanor and positive attitude skills. Demonstrate strong organizational and time management skills. Accomplish detail-oriented tasks within given timeframes and standards. Ability to prioritize and complete multiple tasks. Demonstrate excellent analytical and problem-solving skills. Demonstrate sound business judgment and risk-taking skills, strong written and oral communication skills and strong seminar training and presentation skills.

Nice To Haves

External Financial Services Industry Designations – Special Consideration given for CEBS, QKA, QPA, CPC preferred.

Responsibilities

Consulting - Provide consulting services to internal and external clients on technical, plan design and corrections issues.
Training - Conduct presentations at the ERISA technical consulting meeting or other internal ERISA department training. Conduct internal basic technical training. Conduct external seminars and webinars.
Course Development - Review, audit, and update existing basic and intermediate internal or external training modules.
Legal Document Drafting - Demonstrate a functional knowledge of Ascensus documents.
Forms - Demonstrate a functional knowledge of Ascensus plan forms and notices.
Employer Level Document Drafting - Audit employer level plan document preparation. Propose customized text for employer level plan document preparation.
Document Reviews – Review and map documents.
Business Unit Policies and Procedures - Demonstrate functional knowledge of policies and procedures.
Fee-for-Service Engagements - Independently perform fee-for-service engagements. Independently perform basic external fee-for-service consultations. Assist with advanced fee-for service consultations.
Special Projects (IT, project management) - Participate in special projects.
Research - Complete basic technical research projects and present the findings.
Technical Writing - Write articles for Ascensus publications and newsletters.
Legislation, Regulatory and Judicial Review - Analyze and interpret general legislative, statutory, regulatory, or case law guidance. Determine the impact general legislative, statutory, regulatory, or case law guidance has to the industry and/or on Ascensus products, services, and/or systems.
Technical Knowledge - Demonstrate a functional knowledge of main plans and products.
Industry Knowledge - Demonstrate basic knowledge of the retirement plans industry including the applicable regulatory agencies (e.g., DOL, IRS, HHS).
Continuing Education - Enhance technical and industry knowledge by attending continuing education classes.
SLAs - Meet department service level standards.
Miscellaneous - Perform other duties and projects as assigned.

Benefits

Other rewards and benefits may include: 401(k) match, Medical, Dental, Vision, Paid-Time-Off, etc.
Collaborative, idea-sharing environment
Professional Development with in-house training and tuition reimbursement
Generous reward programs
Paid time off
Medical, dental & vision benefits
Health Savings Account with employer contribution up to $1,100
401(k) & 529 college savings match programs
Volunteer and charitable-giving programs
Business casual dress