Retirement Plan Consultant

Ascensus

. Serve as a resource to plan sponsors and financial advisors on ERISA compliance, plan design, and governmental reporting .

Posted 9/23/2026full-timeRemote • New Jersey • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in ERISA compliance, retirement plan design, and governmental reporting, with strong analytical and problem-solving skills. Proficient in managing client relationships and coordinating plan operations while ensuring adherence to IRS and Department of Labor regulations.

Highest-signal resume keywords

ERISA ComplianceRetirement Plan DesignFinancial Data AnalysisForm 5500 PreparationRelius Software Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

ERISA ComplianceFinancial Data AnalysisForm 5500 PreparationADP/ACP TestingTop Heavy Testing401(a)(4) TestingDetail OrientationProblem SolvingPlan Operation ManagementDocument Updates

Soft Skills

Strong Communication SkillsMentoringCustomer ServiceTask ManagementAnalytical Mentality

Tools & Technologies

Relius SoftwareMicrosoft WordMicrosoft ExcelMicrosoft Outlook

Industry Keywords

Retirement IndustryIRS ObligationsDepartment of Labor RegulationsPlan TerminationsClient Meetings

About the role

Key responsibilities & impact

Serve as a resource to plan sponsors and financial advisors on ERISA compliance, plan design, and governmental reporting
Act as the single point of contact for employers, financial professionals, and plan sponsors
Handle client meetings in person and via phone
Provide retirement plan expertise on testing, Form 5500, loans, and distributions
Assist with plan operation and document updates
Provide customer service, problem solving, and issue resolution
Mentor Retirement Plan Coordinators
Assist clients with plan design, document needs, and IRS and Department of Labor obligations
Help clients meet IRS and Department of Labor deadlines
Process plan terminations, payroll, distributions, and loans as required
Maintain knowledge of ERISA legislation and regulatory changes
Prepare or review valuation reports, participant statements, trust accounting, annual testing, and reporting
Review or perform ADP/ACP, Top Heavy, 410(b), 415, 401(a)(4), deductibility, and 402(g) testing
Review or prepare Form 5500 and coordinate timely filing
Assist with plan, IRS, and Department of Labor audits
Coordinate new-client conversion processes with actuaries, financial advisors, attorneys, and other parties
Coordinate and oversee activities to ensure timely and accurate completion of the book of business
Protect confidential Ascensus and client data

Requirements

What you’ll need

Bachelor’s degree preferred
3–5 or more years of ERISA experience in the retirement industry
Experience in analysis of financial data required
Experience in Relius software desirable, but not required
Strong Word, Excel, and Outlook skills
Strong written and oral communication skills
Strong analytical mentality associated with problem-solving skills
Detail-oriented with the ability to prioritize and manage tasks
Ability to partner with business operations on ERISA compliance matters
Ability to plan, assign, and oversee work of qualified plan associates

Benefits

Comp & perks

Company-sponsored training sessions
High-touch personalized service environment backed by a large national firm
Equal Opportunity Employer