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ERISA Consultant

Location:Tucson, AZ
Level:Full Time
Category: Legal

Description

Position Purpose:

Primary responsibilities include preparing and assisting in preparing IRS and DOL correction programs, controlled group determinations, determination letter filings and other fee-for-service engagement support to ERISA team members; preparation and assembly of plan documents; technical research; analysis; administrative duties and special projects as assigned.

Essential Duties and Responsibilities:  

Fee-for-Service Engagements 

Assisting with fee-for-service engagements including Internal Revenue Service (IRS) and Department of Labor (DOL) correction programs, controlled group determinations and IRS determination letter filings

Data Management

Organizing and tracking data and documents

ERISA Department Support

Providing administrative support for ERISA team members related to retirement plan products and services

Legal Retirement Plan Document Drafting

Demonstrating a functional knowledge of Ascensus retirement plan documents

Forms

Demonstrating a functional knowledge of Ascensus retirement plan forms and notices

Employer Level QRP Document Drafting

Completing employer level qualified retirement plan documents

Industry Knowledge

Demonstrating basic knowledge of the retirement plans industry including the applicable regulatory agencies (e.g., DOL and IRS)

Research

·         Complete basic retirement plan research projects and present basic retirement research findings

Continuing Education

Enhancing technical and industry knowledge by attending continuing education classes

SLAs

Meeting department service level standards

Performing other duties and projects as assigned

• 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.

• The I-Client philosophy and the 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.• 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.

• The I-Client philosophy and the 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.

Minimum Requirements:

Degrees

Bachelor’s degree in business, finance, accounting or relate field

Core Values & Client Service

Consistently display and model the Ascensus core values and client service philosophy

Software Applications

Demonstrate basic proficiency in Outlook and MS Office software applications, specifically Word, Access and Power Point

Demonstrate strong proficiency in Excel

Skills

Demonstrate strong customer service skills

Demonstrate strong interpersonal skills, professional demeanor and positive attitude

Demonstrate strong organizational and time management skills

Accomplish detail oriented tasks within given timeframes and standards

Demonstrate ability to prioritize and complete multiple tasks

Demonstrate strong math, analytical and problem solving skills

Demonstrate strong written and oral communication skills



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

 

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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
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