ERISA Consultant

Future Plan is the nation’s largest third-party administrator (TPA) of retirement plans, partnering with advisors in all 50 states. Future Plan 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 Future Plan team includes more than 500 credentialed plan professionals, 60 actuaries, and one of the industry’s largest in-house ERISA teams. Learn more at  Summary Primary responsibilities include providing correction services to Ascensus and Future Plan 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.

Job Functions,

Essential Duties and 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 Future Plan. 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.

Training – Successfully complete ASPPA exams applicable to the area of Technical Expertise Experience, Skills, Knowledge Requirements – Special Consideration given for Microsoft Excel proficiencies, knowledge with core code logic and system architecture for BOT tool…