Ascensus

ERISA Compliance Specialist

Ascensus(2 months ago)

HybridFull TimeMedior$69,792 - $94,043 (estimated)Compliance
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About this role

The ERISA Compliance Specialist at Newport serves as a subject-matter expert on ERISA and qualified retirement plans, supporting plan sponsors and advisors. The role focuses on governance and compliance interpretation, providing client-facing analyses and reports to help maintain regulatory and fiduciary standards. It acts as a liaison between clients, recordkeepers, and internal teams to support plan oversight and administration.

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Required Skills

  • ERISA
  • Plan Administration
  • Compliance
  • Data Analysis
  • Report Writing
  • Project Management
  • Client Advisory
  • Communication
  • Excel
  • PowerPoint

+4 more

Qualifications

  • Bachelor’s Degree
  • FINRA Series 6
  • FINRA Series 7
  • FINRA Series 66
  • QKA
Ascensus

About Ascensus

ascensus.com

Everyone deserves to feel financially secure. We help more people save through partnerships with leading financial institutions and state governments.

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