ERISA Analyst
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Requirements: maybe experience, industry experience, core values, etc. Could include "Industry Experience – Special consideration given to Ascensus experience or industry experience", "Core Values & I-Client", "Software Applications - Demonstrate intermediate proficiency in Outlook and MS Office software applications, specifically Excel, Word, Power Point, Teams." But those could be Skills. Let's separate: Requirements could be education, certifications, degrees, etc. Qualifications could be designations/certifications/exams, degrees, special consideration for CPA, MBA, JD, PMP. Skills could be soft skills: client service, interpersonal, organizational, analytical, problem-solving, communication, presentation, etc. Also technical skills like Excel proficiency, knowledge of core code logic, BOT tool creations, internal tools (ARK, Salesforce, AXIS). Also ASPPA exams.
We need to avoid duplication.
Let's extract:
From "Training – Successfully complete ASPPA exams applicable to the area of Technical Expertise" => requirement: ASPPA exams.
"Experience, Skills, Knowledge Requirements – 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)." => technical skills/knowledge.
"Technical Expertise Designations/Certifications/Exams – ASPPA designations preferred. Not all mandatory, but some include but are not limited to, QKA, QKS, QKC, QPA, CPC, QP3" => certifications.
"Degrees -Bachelor’s degree in business, finance, accounting, or a related field. Special consideration given to CPA, MBA, JD or PMP." => education.
"Industry Experience – Special consideration given to Ascensus experience or industry experience" => experience.
"Core Values & I-Client - Consistently display and model the Ascensus core values and I-Client philosophy." => maybe values/behavior.
"Software Applications - Demonstrate intermediate proficiency in Outlook and MS Office software applications, specifically Excel, Word, Power Point, Teams." => software proficiency.
"Skills - 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." => soft skills.
We also have earlier list of duties: Consulting, Training, Course Development, Document Reviews, Forms, Business Unit Policies and Procedures, Fee-for-Service Engagements, Assist with advanced fee-for service correction consultations, Special Projects (IT, project management), Research, Technical Writing, Legislation, Regulatory and Judicial Review, Technical Knowledge, Industry Knowledge, Continuing Education, SLAs, Miscellaneous.
We need to put those under Responsibilities as bullet list.
Now we need to decide sections.
About the role: maybe a brief paragraph summarizing the role and company.
Responsibilities: bullet list of duties.
Requirements: maybe combine experience, industry experience, core values? But the instruction says we can have Requirements and Qualifications separate. Usually Requirements = experience, skills needed; Qualifications = education, certifications. But we can decide.
Let's define:
- About the role: company description + role summary.
- Responsibilities: list of duties.
- Requirements: experience, industry experience, core values, software proficiency, ASPPA exams, technical knowledge (Excel, BOT tools, internal tools), maybe also "Industry Knowledge" etc.
- Qualifications: education (Bachelor's degree, special consideration for CPA, MBA, JD, PMP), certifications (ASPPA designations, QKA, QKS, QKC, QPA, CPC, QP3).
- Skills: soft skills (client service, interpersonal, organizational, analytical, problem-solving, communication, presentation, etc.)
We must avoid filler like "commensurate with experience". Not present.
We must not include Benefits, Pay, Schedule.
Now produce HTML.
We need to use
for section headings. Use
- for any list. Use
for prose. We must not repeat job title. Not include any metadata. We must output only HTML fragment. Let's craft. First, About the role: combine first paragraph and position summary. Paragraph: "FuturePlan is the nation’s largest third-party administrator (TPA) of retirement plans, partnering with advisors in all 50 states. FuturePlan delivers the best of both worlds: high-touch personalized service from local TPAs backed by the strength and security of a large national firm, Ascensus. Our roots go back decades, with nearly 30 outstanding legacy firms now joined together to deliver unmatched levels of service, innovation and expertise to a fast-growing client base from coast to coast. The FuturePlan team includes more than 500 credentialed plan professionals, 60 actuaries, and one of the industry’s largest in-house ERISA teams. Learn more at FuturePlan.com." Then position summary: "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." We can combine into a couple paragraphs. Now Responsibilities: list bullet items from the long list. Let's extract each duty: - 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 2002-51 amendments). - Technical Writing - Write correction articles, update correction ERISA policy statements, and update ERISA education research forms as needed. - Legislation, Regulatory and Judicial Review - 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. - Technical Knowledge - Demonstrate a functional knowledge of main plans and products and how they will affect correction process, procedures, calculations, and forms. - Industry Knowledge - Demonstrate basic knowledge of the retirement plans industry including the applicable regulatory agencies (e.g., DOL, IRS). - Continuing Education - Enhance technical and industry knowledge by attending continuing education classes. - SLAs - Meet department service level standards. - Miscellaneous - Perform other duties and projects as assigned. We'll put each as
- . Now Requirements: Let's list: - Successfully complete ASPPA exams applicable to the area of Technical Expertise. - Microsoft Excel proficiency. - Knowledge of core code logic and system architecture for BOT tool creations and enhancements (e.g., tool to run DOL calculator instead of manual entry). - Knowledge of Ascensus and FuturePlan internal tools and programs (e.g., ARK, Salesforce, AXIS). - Industry experience; special consideration given to Ascensus experience. - Consistently display and model the Ascensus core values and I-Client philosophy. - Intermediate proficiency in Outlook and MS Office software applications (Excel,
- for any list. Use