Follow Us


image for Ascensus job detail page
Share this post

Apply Now    

ERISA Consultants (CPA, Research/Technical Writers, Technical Trainers)

Location:Middleton, WI
Level:Full Time
Category: Client Operations


Job Description Summary

As the winner of numerous “top employer” awards, Ascensus is one of the premier retirement plan service providers in the nation. To support our growth, we have numerous opportunities in our ERISA department for CPA's, Research and Technical writers, technical training and education, client Consultants and many more area's of expertise in the Qualified Retirement Plan space to join our dedicated team of experts.


  • Research, analyze and interpret legislative or regulatory guidance.
  • Conduct audits of clients’ procedures and practices.
  • Draft and conduct training to internal or external clients regarding retirement plan or IRA rules and regulations
  • Draft content for internal or external announcements or publications regarding legislative or regulatory guidance.
  • Provide qualified retirement plan and/or IRA technical helpdesk support to internal and external clients.
  • Participate in special projects as assigned.
  • Any of the following responsibilities may be assigned based on individual skill set.
    • Draft and conduct training to internal or external clients.
    • Review, analyze or draft retirement documents and related notices and forms
    • Draft content for internal or external technical announcements or publications.
    • Conduct audits of clients’ procedures and practices.
    • Calculate and prepare IRS and DOL corrections for clients.


  • Bachelor’s degree required.  Preference given to a degree in accounting, finance, or related field.
  • Experience in any of the above responsibilities or related field preferred.
  • CPA certification required (only for CPA Consultant role).
  • Demonstrated excellent writing skills. Experience in retirement or financial field preferred, but not required.
  • Ability to learn a very technical topic.
  • Experience in any of the above responsibilities or related field preferred. 
  • Additional preference given to advanced degrees such as: CPA, MBA or certifications such as :  ASPPA designations, CRSP, CFP, CTFA, DA, CEBS, CISP, CIP,
  • This position may include 10%-40% travel.

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


Apply Now    

What makes any career at Ascensus so rewarding?

  • Collaborative, idea-sharing environment
  • Professional development
    • In-house training
    • Tuition reimbursement
  • Generous reward programs
  • Paid time off (additional purchase plan)
  • Medical, dental & vision benefits
  • Health savings account (employer contribution up to $1,100)
  • 401(k) & 529 match programs
  • Volunteer/charitable-giving programs
  • Business casual dress
Powered by SmashFly