ERISA Consultant

Ascensus

. Provide correction services to Ascensus and FuturePlan clients through IRS and DOL correction programs .

Posted 9/17/2026full-timeRemote • Florida • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in IRS and DOL correction programs, with strong analytical skills to assess legislative and regulatory impacts on correction processes. Proficient in Microsoft Excel and experienced in providing client consulting and training on technical correction issues.

Highest-signal resume keywords

IRS Correction ProgramsDOL Correction ProgramsMicrosoft Excel ProficiencyASPPA DesignationsClient Service Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Technical ResearchCorrection ServicesAudit ProceduresFee-for-Service EngagementsCorrection Presentations

Soft Skills

Analytical SkillsProblem-Solving SkillsWritten Communication SkillsOral Communication SkillsOrganizational Skills

Tools & Technologies

Microsoft OfficeOutlookPowerPointTeamsSalesforce

Certifications & Qualifications

ASPPA DesignationsCPAMBAJDPMP

Industry Keywords

Retirement Plans IndustryERISAFiduciary Correction ProgramsProhibited Transaction ExemptionsRegulatory Agencies

Tech Stack

Tools & technologies

PMP

About the role

Key responsibilities & impact

Provide correction services to Ascensus and FuturePlan clients through IRS and DOL correction programs
Complete Microsoft Excel calculations for clients
Audit and deliver correction packets
Provide in-house and external consulting on technical correction issues, IRS and DOL guidance, and internal processes
Conduct correction presentations and internal basic technical training
Review, audit, and update internal and external training procedures related to IRS and DOL corrections
Perform fee-for-service correction engagements and assist with advanced correction consultations
Participate in IT and project management special projects
Complete technical research and present findings on correction procedures, fiduciary correction programs, and prohibited transaction exemptions
Write correction articles and update ERISA policy statements and education research forms
Analyze legislative, statutory, regulatory, and case law guidance and determine its impact on the correction industry and Ascensus products, services, and systems
Attend continuing education classes and meet department service-level standards
Perform other duties and projects as assigned

Requirements

What you’ll need

Bachelor’s degree in business, finance, accounting, or a related field
ASPPA designations preferred, including QKA, QKS, QKC, QPA, CPC, and QP3
Successfully complete ASPPA exams applicable to the area of Technical Expertise
Intermediate proficiency in Outlook and Microsoft Office applications, specifically Excel, Word, PowerPoint, and Teams
Functional knowledge of Ascensus documents, plan forms and notices, policies and procedures, main plans and products, and correction processes
Basic knowledge of the retirement plans industry and applicable regulatory agencies, including the DOL and IRS
Special consideration for Microsoft Excel proficiency, core code logic and system architecture, BOT tool creation and enhancements, and Ascensus and FuturePlan internal tools including ARK, Salesforce, and AXIS
Excellent client service, interpersonal, organizational, analytical, problem-solving, written and oral communication, seminar training, and presentation skills
Professional demeanor, positive attitude, sound business judgment, risk-taking skills, and ability to prioritize and complete multiple detail-oriented tasks within required timeframes
Special consideration given to CPA, MBA, JD, PMP, Ascensus experience, or industry experience

Benefits

Comp & perks

No specific benefits listed
Employer states it will never ask candidates for payment or require them to purchase equipment