ERISA Consultant
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Job Description
ERISA Consultant delivering IRS and DOL correction consulting for FuturePlan, a national retirement-plan administrator. Performing Excel calculations, technical research, training, and regulatory analysis.
Responsibilities:
- Provide correction services to Ascensus and FuturePlan clients through IRS and DOL correction programs
- Complete Microsoft Excel calculations for clients
- Audit and deliver correction packets
- Provide in-house and external consulting on technical correction issues, IRS and DOL guidance, and internal processes
- Conduct correction presentations and internal basic technical training
- Review, audit, and update internal and external training procedures related to IRS and DOL corrections
- Perform fee-for-service correction engagements and assist with advanced correction consultations
- Participate in IT and project management special projects
- Complete technical research and present findings on correction procedures, fiduciary correction programs, and prohibited transaction exemptions
- Write correction articles and update ERISA policy statements and education research forms
- Analyze legislative, statutory, regulatory, and case law guidance and determine its impact on the correction industry and Ascensus products, services, and systems
- Attend continuing education classes and meet department service-level standards
- Perform other duties and projects as assigned
Requirements:
- Bachelor’s degree in business, finance, accounting, or a related field
- ASPPA designations preferred, including QKA, QKS, QKC, QPA, CPC, and QP3
- Successfully complete ASPPA exams applicable to the area of Technical Expertise
- Intermediate proficiency in Outlook and Microsoft Office applications, specifically Excel, Word, PowerPoint, and Teams
- Functional knowledge of Ascensus documents, plan forms and notices, policies and procedures, main plans and products, and correction processes
- Basic knowledge of the retirement plans industry and applicable regulatory agencies, including the DOL and IRS
- Special consideration for Microsoft Excel proficiency, core code logic and system architecture, BOT tool creation and enhancements, and Ascensus and FuturePlan internal tools including ARK, Salesforce, and AXIS
- Excellent client service, interpersonal, organizational, analytical, problem-solving, written and oral communication, seminar training, and presentation skills
- Professional demeanor, positive attitude, sound business judgment, risk-taking skills, and ability to prioritize and complete multiple detail-oriented tasks within required timeframes
- Special consideration given to CPA, MBA, JD, PMP, Ascensus experience, or industry experience
Benefits:
- No specific benefits listed
- Employer states it will never ask candidates for payment or require them to purchase equipment
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