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Ascensus · 1 day ago

ERISA Compliance Specialist

United States

Full-time

Remote

Mid Level

3+ years exp

Ascensus is a financial services company that helps employers offer their associates a more secure financial future through retirement plans and consulting services. The ERISA Compliance Specialist works as a subject matter expert in ERISA, advising clients on compliance and plan design while managing projects and preparing client reports.

ConsultingRetirementTraining

Responsibilities

Works with key individuals at various defined contribution recordkeeping and administration service organizations to obtain plan related data

Reviews and analyzes data as required for preparation of client deliverables

Plan data acquisition, review, analysis, and observations

Provides ongoing support for corporate qualified plans

Coordinates with analysts and consultants on assigned plans to complete client reports and projects

Act as a trusted advisor to clients by providing expert guidance on ERISA compliance, ensuring their employee benefit plans meet all regulatory requirements

Continuously monitor and interpret changes in ERISA legislation to help clients adapt and maintain plan level compliance

Interpret plan documents

Self-manages process from start to completion of assigned client deliverables and workflow with key contacts from record-keeper and administrative services providers

Meticulousness required for quarterly deliverables to provide custom comprehensive written analysis with plan observations and recommendations

Compiling, proofing, and formatting various governance and fiduciary materials

Daily duties and quarterly reporting authorship requires checking data for numerical and contextual sensibility, compliance, notation on year-over-year changes, and producing written analysis with plan observations and recommendations

Works with internal consultant team to develop and finalize client meeting deliverables in written report format

Works on multiple projects simultaneously in a fast-paced demanding work environment

Regular, reliable, and punctual attendance

Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients

Our Core Values of People Matter, Quality First and Integrity Always® should be visible in your actions on a day to day basis showing your support of our organizational culture

Qualification

ERISA complianceData analysisQKA designationFINRA licensesProject managementMicrosoft ExcelMicrosoft WordMicrosoft PowerPointAttention to detail

Required

Bachelor's degree in accounting, math, business, or related field

3+ years of ERISA and defined contribution qualified plan experience with emphasis on 401(k) plan administration, compliance, consulting, or legal issues

Computer proficiency, particularly working knowledge of Word, MS-Excel, and Power Point