ERISA Analyst

About the role

Primary responsibilities include providing correction services to Ascensus and FuturePlan clients through IRS and DOL correction programs, completing Microsoft Excel calculations for clients, audit and deliver correction packets for clients, providing in-house and external consulting to clients, technical research, analysis and special projects as assigned.

Responsibilities

• Consulting - 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.
• Training - Conduct correction presentations for Client Services training, tailored towards the Plan Services Group and FuturePlan. Conduct internal basic technical training.
• Course Development - Review, audit, and update existing basic and intermediate internal or external training procedures related to IRS and DOL corrections.
• Document Reviews - Demonstrate a functional knowledge of Ascensus documents.
• Forms - Demonstrate a functional knowledge of Ascensus plan forms and notices.
• Business Unit Policies and Procedures - Demonstrate functional knowledge of policies and procedures.
• Fee-for-Service Engagements - Independently perform fee-for-service correction engagements. Assist with advanced fee-for service correction consultations.
• Special Projects (IT, project management) - Participate in special projects.
• Research - Complete basic technical research projects and present the findings (e.g., correction Revenue Procedure updates, Voluntary Fiduciary Correction Program amendments, and Prohibited Transaction Exemption 20