ERISA Consultant

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.Section 1: Position SummaryThe ERISA Consultant provides retirement plan consulting and technical support to Ascensus clients, addressing a wide range of compliance, plan design, and operational issues. This role conducts technical research, drafts and reviews customized employer‑level plan documents, and contributes to internal knowledge sharing and training. The ERISA Consultant also participates in special projects and collaborates with senior team members to continue developing advanced technical skills and consulting capabilities.Section 2: Job Functions, Essential Duties and ResponsibilitiesConsultingProvide consulting services to internal and external clients on ERISA compliance, operational issues, plan design considerations, and correction methodologies.Demonstrate a solid and growing knowledge of retirement plan regulations and applicable regulatory agencies (e.g., DOL, IRS).Maintain working knowledge of Ascensus sponsored plan documents, notices, forms, and internal consulting resources.TrainingContribute to internal training by presenting on foundational or intermediate topics.Assist in delivering internal technical updates or participating in team knowledge‑sharing sessions.Course DevelopmentHelp review, revise, or develop basic and intermediate training modules under the direction of senior team members.Employer‑Level Document DraftingDraft customized 401(k) and 403(b) employer‑level plan documents using the Ascensus Plan Adoption System (PAS).Propose standard or moderately custom language to meet client needs while maintaining compliance.Plan Document Reviews & AnalysisConduct thorough reviews of individually designed and other complex retirement plan documents with oversight as needed.Assist with translating and mapping non‑Ascensus plan documents into Ascensus format.Support plan comparison and protected benefit review work by preparing the analysis.Policies and ProceduresDemonstrate working knowledge of business unit policies and procedures and apply them consistently in daily work.Special ProjectsParticipate in departmental or cross‑functional projects, contributing technical input and completing assigned tasks on schedule.May independently manage components of small projects with guidance and oversight as needed.ResearchPerform technical research on ERISA topics and present findings to the team.Apply research outcomes to support client consulting and internal updates.Technical KnowledgeDemonstrate strong technical knowledge of main plan types and developing expertise in additional areas.Complete assigned industry credentials and certifications.Industry KnowledgeDemonstrate foundational knowledge of retirement plans, regulatory agencies, and basic investment concepts.Continue building understanding of associated agencies (e.g., SEC, FINRA) and related laws.MentoringProvide informal support or guidance to ERISA Analysts as needed in day‑to‑day workflow.Continuing EducationMaintain and enhance technical and industry knowledge through continuing education.SLAsMeet departmental service level expectations for quality and timeliness.MiscellaneousPerform other duties and projects as assigned.Section 3: Experience, Skills, Knowledge RequirementsEducationBachelor’s degree in business, finance, accounting, or a related field preferred.Industry ExperienceTypically 3–5 years of relevant Ascensus or retirement industry experience.Demonstrated performance and mastery of ERISA Analyst responsibilities.Core ValuesDemonstrates Ascensus core values: People Matter. Quality First. Integrity Always.Exhibits strong client service orientation.Software SkillsIntermediate proficiency in Outlook and MS Office applications, including Word, Excel, PowerPoint, and Teams. Ability to learn new systems and applications quickly.Professional SkillsStrong analytical and problem‑solving abilities.Effective written and verbal communication skills.Strong organization, time management, and ability to prioritize multiple tasks.Professional demeanor, positive attitude, and collaborative approach.Ability to complete detail‑oriented tasks accurately and on time.Developing skills in presenting and explaining technical information.Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate from @ascensus.com or @futureplan.comemail addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.SummaryLocation: Dresher, PA; Charlotte, NC; Charleston, SC; Philadelphia, PAType: Full time