Overview
This position provides correction services to clients through IRS and DOL correction programs. Responsibilities include completing Microsoft Excel calculations, auditing and delivering correction packets, providing internal and external consulting, conducting technical research and analysis, and supporting special projects (including IT and project management).
Responsibilities
- Provide consulting services to internal and external clients on technical corrections issues, including IRS and DOL guidance, as well as internal processes and procedures.
- Conduct correction presentations for Client Services training, tailored to the Plan Services Group and FuturePlan.
- Deliver internal basic technical training.
- Review, audit, and update existing basic and intermediate internal or external training procedures related to IRS and DOL corrections.
- Demonstrate functional knowledge of:
- Relevant documents
- Plan forms and notices
- Business unit policies and procedures
- Independently perform fee-for-service correction engagements; assist with advanced fee-for-service correction consultations.
- Participate in special projects (IT, project management).
- Complete basic technical research projects and present findings, including updates related to:
- Correction Revenue Procedure updates
- Voluntary Fiduciary Correction Program amendments
- Prohibited Transaction Exemption 2002-51 amendments
- Write correction articles; update correction ERISA policy statements and ERISA education research forms as needed.
- Analyze and interpret general legislative, statutory, regulatory, or case law guidance; determine the impact on the correction industry and/or on correction products, services, and systems.
- Demonstrate technical knowledge of main plans and products and how they affect correction process, procedures, calculations, and forms.
- Demonstrate industry knowledge of retirement plans and the applicable regulatory agencies (e.g., DOL, IRS).
- Attend continuing education classes to enhance technical and industry knowledge.
- Meet department service level standards (SLAs).
- Perform other duties and projects as assigned.
Requirements
- Successfully complete ASPPA exams applicable to the area of Technical Expertise.
- Bachelor’s degree in business, finance, accounting, or a related field.
- Demonstrate intermediate proficiency in Outlook and MS Office software applications, specifically Excel, Word, PowerPoint, and Teams.
- Strong Microsoft Excel proficiency.
- Knowledge of core code logic and system architecture for BOT tool creation and enhancements (e.g., tools to run DOL calculators instead of manual entry).
- Knowledge of both Ascensus and FuturePlan internal tools and programs (e.g., ARK, Salesforce, AXIS).
- Demonstrate excellent client service and interpersonal skills, with a professional demeanor and positive attitude.
- Strong organizational and time management skills.
- Ability to accomplish detail-oriented tasks within given timeframes and standards.
- Ability to prioritize and complete multiple tasks.
- Excellent analytical and problem-solving skills.
- Sound business judgment and risk-taking skills.
- Strong written and oral communication skills.
- Strong seminar training and presentation skills.
Preferred Qualifications
- ASPPA designations preferred.
- Not all mandatory; designations may include but are not limited to: QKA, QKS, QKC, QPA, CPC, QP3
- Special consideration given to:
- CPA, MBA, JD, or PMP
- Ascensus experience or industry experience
Compensation & Benefits
Not provided.
Location
Not provided.