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  • Defined Benefit Consultant - Dresher - Ascensus

    Ascensus
    Ascensus Dresher

    1 week ago

    Accounting / Finance
    Description

    Position Summary

    Expertise in ERISA compliance, plan design, and governmental reporting is required for this role. As a resource to plan sponsors and financial advisors, the successful candidate will provide timely and exceptional customer service, ensuring minimal inconvenience to clients.

    Job Functions, Essential Duties, and Responsibilities

    • Provide verbal and written communications in a clear, concise manner.
    • Act as a mentor to Retirement Plan Coordinators, collaborating to meet or exceed business objectives.
    • Assist clients with plan design, document updates, and IRS and DoL regulations.
    • Meet all IRS and Department of Labor deadlines necessary for qualified retirement plans.

    Experience, Skills, Knowledge Requirements

    • Bachelor's degree preferred.
    • 3-5 years ERISA experience in the retirement industry.
    • Analysis of financial data and strong Word, Excel, and Outlook skills are required.

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