ERISA Analyst: Corrections & Compliance Specialist

Ascensus; Northern (KY); Hybrid; USD 90,000 - 130,000; Full time

Job summary

FuturePlan, part of Ascensus, seeks a skilled professional to deliver correction services for IRS/DOL programs, perform complex Excel calculations, and prepare comprehensive correction packets for clients. You will provide consulting, research, and training within a fast-growing advisory team.

Preferred ASPPA designations (QKA/QKS/QKC/QPA/CPC/QP3) and strong knowledge of retirement plan products, ERISA policies, and Salesforce/AXIS tools are desirable. Bachelor’s in business/finance is required.

Qualifications

• Bachelor’s degree in business, finance, accounting, or related field.
• ASPPA designations preferred (QKA/QKS/QKC/QPA/CPC/QP3) are a plus.
• Proficiency in Excel and ability to perform technical corrections.

Responsibilities

• Provide correction services to Ascensus and FuturePlan clients through IRS and DOL correction programs.
• Build and audit correction packets for clients and deliverables.
• Conduct internal and external training on correction processes and IRS/DOL guidance.
• Perform technical research, analysis and special projects as assigned.
• Develop and write correction-related articles and ERISA policy updates.

Skills

Excel

Technical corrections

Client service

Analytical skills

Education

Bachelor’s degree in business/finance/accounting

CPA/MBA/JD/PMP preferred

Tools

ARK

Salesforce

AXIS

Job description

FuturePlan, part of Ascensus, seeks a skilled professional to deliver correction services for IRS/DOL programs, perform complex Excel calculations, and prepare comprehensive correction packets for clients. You will provide consulting, research, and training within a fast-growing advisory team.

Preferred ASPPA designations (QKA/QKS/QKC/QPA/CPC/QP3) and strong knowledge of retirement plan products, ERISA policies, and Salesforce/AXIS tools are desirable. Bachelor’s in business/finance is required.