ERISA Compliance & Plan Operations Lead

Ascensus; United States; On-site; USD 55,000 - 75,000; Full time

Job summary

FiduciaryxChange, now part of Ascensus, is seeking a fiduciary services professional to support Named Plan Administrator and Named Fiduciary oversight. You will handle sponsor queries, assist in servicing accounts, and manage plan notices and 5500-related tasks.

The role requires a Bachelor's degree and 2+ years of qualified plan experience, with preferred certifications. Strong communication and MS Office skills are essential in a collaborative, compliance-driven team.

Qualifications

• Bachelor's degree preferred.
• 2+ years of Qualified Plan experience.
• Certifications such as OKA, CPFA, CkP, AIF are a plus.

Responsibilities

• Responds to plan sponsor and participant questions.
• Assists in servicing accounts and overseeing participant requests.
• Prepare, maintain, and submit recordkeeper access forms for assigned plans.
• Payroll uploads for Assigned Plans.
• Monthly Monitoring for Assigned Plans.
• Annual Validation Forms and 404(a)(5)/408(b)(2) assessments.

Skills

Interpersonal skills

Oral and written communication

Organizational skills

MS Office proficiency

Excel

Task prioritization

Education

Bachelor's Degree

OKA, CPFA, CkP, AIF

Tools

Excel

Microsoft Word

Adobe Acrobat

Job description

FiduciaryxChange, now part of Ascensus, is seeking a fiduciary services professional to support Named Plan Administrator and Named Fiduciary oversight. You will handle sponsor queries, assist in servicing accounts, and manage plan notices and 5500-related tasks.

The role requires a Bachelor's degree and 2+ years of qualified plan experience, with preferred certifications. Strong communication and MS Office skills are essential in a collaborative, compliance-driven team.