ERISA Analyst, Tech-Driven Client Consultant

Ascensus; Town of Florida (NY); On-site; USD 85,000 - 120,000; Full time

Job summary

Ascensus, through its FuturePlan division, seeks a knowledgeable professional to provide correction services to clients under IRS and DOL programs. You will deliver Excel-based calculations, craft correction packets, and offer internal and external consulting.

The role includes researching regulatory updates and developing training materials for Client Services and FuturePlan teams. You will engage in technical writing, policy updates, and possible IT/project initiatives, leveraging ASPPA

Qualifications

• Bachelor’s degree in business, finance, accounting; CPA/MBA/PMP a plus.
• ASPPA designations preferred; not mandatory.
• Experience with correction services or ERISA context is a plus.

Responsibilities

• Provide correction consulting to clients and internal teams.
• Audit, calculate and deliver correction packets.
• Conduct client training and develop correction procedures.
• Perform basic research on IRS/DOL guidance and update procedures.
• Write correction articles and ERISA policy updates.
• Participate in IT/project management-related special projects.

Skills

Excel proficiency

Client service

Communication skills

Project management

Training delivery

Technical writing

Education

Bachelor’s degree in business, finance, accounting

CPA / MBA / PMP

Tools

ARK

Salesforce

AXIS

Job description

Ascensus, through its FuturePlan division, seeks a knowledgeable professional to provide correction services to clients under IRS and DOL programs. You will deliver Excel-based calculations, craft correction packets, and offer internal and external consulting.

The role includes researching regulatory updates and developing training materials for Client Services and FuturePlan teams. You will engage in technical writing, policy updates, and possible IT/project initiatives, leveraging ASPPA