ERISA Analyst

Summary

FuturePlan, a brand of Ascensus, is a third-party administrator of retirement plans serving clients nationwide. The ERISA Analyst provides correction services under IRS and DOL programs, performs Excel calculations, audits and delivers correction packets, conducts technical research, and supports client consulting, training, writing, and special projects.

Responsibilities

• Provide consulting services to internal and external clients on technical corrections issues, IRS and DOL guidance, and internal processes and procedures
• Proactively adopt, protect and boldly embrace emerging technologies (AI, automation, etc.), platforms, and evolving practices that accelerate transformational growth and advance Ascensus’ mission and client commitments
• Conduct correction presentations for Client Services training, tailored towards the Plan Services Group and FuturePlan. Conduct internal basic technical training
• Review, audit, and update existing basic and intermediate internal or external training procedures related to IRS and DOL corrections
• Demonstrate a functional knowledge of Ascensus documents
• Demonstrate a functional knowledge of Ascensus plan forms and notices
• Demonstrate functional knowledge of policies and procedures
• Independently perform fee-for-service correction engagements. Assist with advanced fee-for service correction consultations
• Participate in special projects
• Complete basic technical research projects and present the findings (e.g., correction Revenue Procedure updates, Voluntary Fiduciary Correction Program amendments, and Prohibited Transaction Exemption 2002-51 amendments)
• Write correction articles, update correction ERISA policy statements, and update ERISA education research forms as needed
• Analyze and interpret general legislative, statutory, regulatory, or case law guidance. Determine the impact general legislative, statutory, regulatory, or case law guidance has on the correction industry and/or on Ascensus correction products, services, and systems
• Demonstrate a functional knowledge of main plans and products and how they will affect correction process, procedures, calculations, and forms
• Demonstrate basic knowledge of the retirement plans industry including the applicable regulatory agencies (e.g., DOL, IRS)
• Enhance technical and industry knowledge by attending continuing education classes
• Meet department service level standards
• Perform other duties and projects as assigned
• Successfully complete ASPPA exams applicable to the area of Technical Expertise
• Consistently display and model the Ascensus core values and I-Client philosophy
• Demonstrate intermediate proficiency in Outlook and MS Office software applications, specifically Excel, Word, Power Point, Teams
• Demonstrate excellent client service, excellent interpersonal skills, professional demeanor and positive attitude skills. 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 sound business judgment and risk-taking skills, strong written and oral communication skills and strong seminar training and presentation skills

Skills

• Demonstrate a functional knowledge of Ascensus documents
• Demonstrate a functional knowledge of Ascensus plan forms and notices
• Demonstrate functional knowledge of policies and procedures
• Demonstrate a functional knowledge of main plans and products and how they will affect correction process, procedures, calculations, and forms
• Demonstrate basic knowledge of the retirement plans industry including the applicable regulatory agencies (e.g., DOL, IRS)
• Bachelor's degree in business, finance, accounting, or a related field
• Demonstrate intermediate proficiency in Outlook and MS Office software applications, specifically Excel, Word, Power Point, Teams
• Demonstrate excellent client service, excellent interpersonal skills, professional demeanor and positive attitude skills
• 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 sound business judgment and risk-taking skills, strong written and oral communication skills and strong seminar training and presentation skills
• Special Consideration given for Microsoft Excel proficiencies, knowledge with core code logic and system architecture for BOT tool creations and enhancements (e.g., tool to run DOL calculator instead of manual entry), and knowledge of both Ascensus and FuturePlan internal tools and programs (e.g., ARK, Salesforce, AXIS)
• ASPPA designations preferred
• Special consideration given to CPA, MBA, JD or PMP
• Special consideration given to Ascensus experience or industry experience

Qualifications

Must Haves

• Demonstrate a functional knowledge of Ascensus documents
• Demonstrate a functional knowledge of Ascensus plan forms and notices
• Demonstrate functional knowledge of policies and procedures
• Demonstrate a functional knowledge of main plans and products and how they will affect correction process, procedures, calculations, and forms
• Demonstrate basic knowledge of the retirement plans industry including the applicable regulatory agencies (e.g., DOL, IRS)
• Bachelor's degree in business, finance, accounting, or a related field
• Demonstrate intermediate proficiency in Outlook and MS Office software applications, specifically Excel, Word, Power Point, Teams
• Demonstrate excellent client service, excellent interpersonal skills, professional demeanor and positive attitude skills
• 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 sound business judgment and risk-taking skills, strong written and oral communication skills and strong seminar training and presentation skills

Nice to Haves

• Special Consideration given for Microsoft Excel proficiencies, knowledge with core code logic and system architecture for BOT tool creations and enhancements (e.g., tool to run DOL calculator instead of manual entry), and knowledge of both Ascensus and FuturePlan internal tools and programs (e.g., ARK, Salesforce, AXIS)
• ASPPA designations preferred
• Special consideration given to CPA, MBA, JD or PMP
• Special consideration given to Ascensus experience or industry experience

Benefits

• Remote work arrangement in Pennsylvania, United States