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ERISA Consultant

Company: Ascensus
Location: Dresher
Posted on: December 6, 2017

Job Description:

Job Description 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.

Job Description

  • Answer 1-800 QRP queues
  • Answer Helpdesk queues
  • Answer Advanced Helpdesk queues
  • Conduct Peer Call Reviews


    • Conduct presentations at the ERISA technical consulting meeting or other internal ERISA department training
    • Conduct internal advanced ERISA technical training (e.g., Advanced ERISA Focus Classes, live ERISA Edge)
    • Conduct QRP seminars and webinars
    • Conduct Fall Forum training

      Course Development

      • Design, write, and update advanced internal or external training modules

        Legal Retirement Plan Document Drafting

        • Demonstrate advanced knowledge of Ascensus retirement plan documents


          • Demonstrate an advanced knowledge of Ascensus retirement plan forms and notices
          • Draft or update qualified retirement plan forms or notices for use by financial organizations, sponsors and practitioners

            Employer Level QRP Document Drafting

            • Audit employer level qualified retirement plan document preparation
            • Propose customized text for employer level qualified retirement plan document preparation

              Employer Plan Document Reviews

              • Audit and map prototype document for application in Plan Services Group/Document Compliance Services
              • Review, audit and map volume submitter plan documents for application in Plan Services Group/Document Compliance Services
              • Audit and map specialty plan document and complex individually designed plans for application in Plan Services Group/Document Compliance Services

                Compliance Audits

                • Independently conduct QRP compliance audits

                  Business Unit Policies and Procedures

                  • Demonstrate advanced knowledge of RPS or PSG policy and procedures

                    Fee-for-Service Engagements (Corrections, Controlled Group Determinations, Determination Letter Filings)

                    • Independently perform fee-for-service engagements
                    • Independently perform advanced external fee-for-service consultations

                      Special Projects (IT, project management)

                      • Work independently to act as subject matter expert for department/interdepartment projects
                      • Independently manage small to medium size projects

                        Disputes, Policies, Inquiries and Subpoenas

                        • Assist with research and response to legal or other disputes


                          • Complete advanced QRP research projects and present advanced QRP research findings

                            Technical Writing

                            • Write articles for publication in industry journals and publications

                              Legislation, Regulatory and Judicial Review

                              • Analyze and interpret significant legislative, statutory, regulatory, or case law guidance
                              • Determine the impact significant legislation, regulatory or case law guidance has to the retirement plan community and/or Ascensus products, services, and/or systems

                                Retirement Technical Knowledge (QRP and specialty plans (e.g., 403(b0, 457, DB, Cash Balance, ESOP, non-qualified, 409A))

                                • Demonstrate an advanced knowledge of QRP and 403(b)
                                • Demonstrate a functional knowledge of 457 plans

                                  Industry Knowledge

                                  • Demonstrate basic knowledge of the retirement industry including the applicable regulatory agencies (e.g., DOL and IRS)
                                  • Demonstrate basic knowledge of investment options in retirement plans (e.g., mutual funds, annuities and ETFs) and the associated regulatory agencies (e.g., SEC, FINRA, NAFCU, FDIC, OCC, OTS)

                                    Ancillary Laws

                                    • Demonstrate a basic knowledge of certain ancillary laws (e.g., securities, estate planning, banking, social security, Medicare, bankruptcy, e-sign)

                                      Continuing Education

                                      • Enhance technical and industry knowledge by attending continuing education classes


                                        • Successfully mentor Consultant --- QRP Emphasis (Level 2) associates


                                          • This position may include 25%-40% travel


                                            • Meet department service level standards

                                              • Perform other duties and projects as assigned


                                                • Cross-train into Consultant --- IRA Emphasis (Level 2)

                                                  Minimum Requirements:

                                                  External ASPPA Designations

                                                  • CRSP

                                                    External Financial Services Industry Designations

                                                    • CFP, CTFA, CFA, CEBS preferred
                                                    • Insurance or securities licenses preferred but will not be maintained


                                                      • Bachelor---s degree in business, finance, accounting or a related field
                                                      • CPA, MBA, JD or PMP preferred

                                                        Industry Experience

                                                        • 5 years of Ascensus experience or 7 years industry experience

                                                          Performance Review Ratings

                                                          • Performance review ratings of exceeding expectations

                                                            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, and Power Point

                                                                • Demonstrate basic proficiency in Access


                                                                  • Demonstrate excellent client service skills
                                                                  • Demonstrate excellent interpersonal skills, professional demeanor and positive attitude
                                                                  • 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
                                                                  • Demonstrate excellent written and oral communication skills
                                                                  • Demonstrate excellent seminar training and presentation skills

                                                                    Prior Consultant Level Completion

                                                                    • Successfully demonstrate job responsibilities of Consultant --- QRP Emphasis (Level 2)

                                                                      Ascensus is a place to have a career, not just a job. As the largest US independent retirement and college savings services provider, we put our focus on people. Our culture is guided by sound principles, is committed to high standards, operates with transparency, and welcomes diversity. When you join our team, you get to go to work every day knowing that you help over 6 million Americans save for retirement and college.

                                                                      Ascensus is an Equal Opportunity Employer and does not discriminate on the basis of race, color, creed, national origin, ancestry, religion, age, citizenship, sex, marital or veteran status, disability or handicap, sexual orientation or any other basis prohibited by applicable law. Ascensus also takes affirmative action to employ, and advance in employment, qualified women, minorities, and covered veterans. Ascensus also makes reasonable accommodations for qualified individuals with disabilities, in accordance with the Americans with Disabilities Act and applicable state laws

                                                                      Keywords: Ascensus, Philadelphia, ERISA Consultant, Accounting, Auditing, Dresher, Pennsylvania

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