Retirement Paralegal at Ascensus

Retirement Paralegal
Remote, Nationwide

Job Category: Legal
Job Type: Full time

Position Purpose: Primary responsibilities include providing assistance to attorneys and consults in delivering consulting, compliance, legal services including preparation and assembly of documents and special projects as assigned.

Essential Duties and Responsibilities:

Document management

  • Organizing, indexing and tracking files and documents

ERISA Department Support

  • Providing administrative support for attorneys and consultants related to retirement plan technical consulting, Internal Revenue Service (IRS) tax code, Department of Labor (DOL) regulations and other regulatory agencies

Regulatory responses

  • Prepare response to audit requests and subpoenas to regulatory agencies

QDRO processing

  • Prepare responses to Qualified Domestic Relations Orders to participants and attorneys

Legal Retirement Plan Document Drafting

  • Demonstrate a functional knowledge of Ascensus retirement plan documents

Abandoned Plans

  • Assist with the determination and processing of abandoned plans


  • Demonstrate a functional knowledge of Ascensus retirement plan forms and notices

Employer Level QRP Document Drafting

  • Complete employer level qualified retirement plan documents

Fee-for-Service Engagements

  • Assist with fee-for-service engagements including IRS and DOL Correction Programs, Controlled Group Determinations and IRS Determination Letter Filings

Industry Knowledge

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

Continuing Education

  • Enhance technical and industry knowledge by attending continuing education classes


  • Meet department service level standards
  • Perform other duties and projects as assigned

Minimum Requirements:


  • Associate degree in paralegal studies
  • Certification from the National Association of Legal Assistants (NALA) or the American Alliance Certified Paralegal (AACP) credential offered by the American Alliance of Paralegals, Inc.

Core Values & I-Client

  • Consistently display and model the Ascensus core values and I-Client philosophy

Software Applications

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


  • Demonstrate excellent client service skills
  • Demonstrate excellent interpersonal skills, professional demeanor and positive attitude
  • Demonstrate strong organizational and time management skills
  • Accomplish detail oriented tasks within given timeframes and standards
  • Ability to prioritize and complete multiple tasks
  • Demonstrate excellent analytical and problem solving skills
  • Demonstrate strong written and oral communication skills