ERISA Consultant
Location
Nebraska + 2 moreAll locations: Nebraska, Pennsylvania, South Carolina
Posted
12 days ago
Salary
Not specified
Bachelor Degree3 yrs expEnglish
Job Description
• Provide consulting services to internal teams, plan sponsors, and financial advisors on complex technical matters
• Conduct thorough reviews of individually designed plans and other complex retirement plans
• Support onboarding and amendment processes for 403(b) plans and customized 401(k) and 403(b) plan documents
• Provide support for special projects such as, IRS restatements and onboarding acquired blocks of plans
• Enhance technical and industry knowledge by attending continuing education classes
Job Requirements
- 3 years of Ascensus experience or 5 years industry experience
- Bachelor's degree in business, finance, accounting, or a related field
- ASPPA QKA preferred
- Experience working with the Ascensus, Relius and Ft. William’s retirement plan documents preferred.
- Demonstrate advanced Microsoft Office skills, specifically Outlook, Word, Excel, Power Point, Teams, and Lists.
- Excellent client service and interpersonal skills.
- Strong organizational and time management skills.
- Ability to effectively prioritize and complete multiple tasks timely.
- Excellent analytical and problem-solving skills.
- Strong written and oral communication skills.
Benefits
- Health insurance
- 401(k) matching
- Flexible work hours
- Paid time off
- Remote work options
