Ascensus · 14 hours ago
ERISA Document Consultant
United States
Full-time
Remote
Mid Level
3+ years expAscensus is the leading independent technology and service platform powering savings plans across America. The ERISA Analyst serves as a subject matter expert providing retirement plan consulting, document review and analysis, drafting and customization, and support for special projects.
ConsultingRetirementTraining
Responsibilities
Provide consulting services to internal teams, plan sponsors, and financial advisors on complex technical matters, including but not limited to plan design strategies, plan mergers, and regulatory compliance
Conduct thorough reviews of individually designed plans and other complex retirement plans to assist with the sale, onboarding, and on-going system configuration of 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
Qualification
Required
Bachelor's degree in business, finance, accounting, or a related field
3 years of Ascensus experience or 5 years industry experience
Demonstrate advanced Microsoft Office skills, specifically Outlook, Word, Excel, Power Point, Teams, and Lists
Demonstrate excellent client service
Demonstrate excellent interpersonal skills
Demonstrate professional demeanor and positive attitude
Demonstrate strong organizational and time management skills
Accomplish detail-oriented tasks within given timeframes and standards
Ability to effectively prioritize and complete multiple tasks timely
Demonstrate excellent analytical and problem-solving skills
Demonstrate sound business judgment and risk-taking skills
Demonstrate strong written and oral communication skills
Preferred
ASPPA QKA
Experience working with the Ascensus, Relius and Ft. William's retirement plan documents
Company
Ascensus
Ascensus delivers high-quality solutions for every segment of the retirement plan marketplace.
5001-10000 employees
H1B Sponsorship
Ascensus has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (9)
2024 (7)
2023 (9)
2022 (23)
2021 (14)
2020 (19)
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
Atlas Merchant Capital
2021-04-26Acquired
2019-02-19Secondary Market
Leadership Team
Marc Mehlman
Chief Financial Officer
Marc Doucette
Regional Vice President
Recent News
2026-01-16
2025-10-09
Crowdfund Insider
2025-09-17
Company data provided by crunchbase