ERISA Corrections & Compliance Analyst

Ascensus; Iowa (LA); Hybrid; USD 85,000 - 120,000; Full time

Job summary

FuturePlan, part of Ascensus, is the nation’s largest third-party administrator of retirement plans and partners with advisors across all states. This role focuses on providing correction services under IRS and DOL programs, performing Excel-based client calculations, and delivering audits and correction packets.

You will consult with clients, conduct research, and contribute to training and program development.

Qualifications

• Requires strong Excel skills for client-specific corrections and modeling.
• Understanding of IRS and DOL correction programs and related guidance.
• Ability to present training and conduct technical corrections sessions.

Responsibilities

• Provide correction services to clients via IRS and DOL programs.
• Complete Excel calculations for clients and audit correction packets.
• Offer in-house and external consulting on corrections and related processes.
• Develop and deliver training materials and correction articles.
• Perform special projects and research related to corrections.

Skills

Excel proficiency

Analytical thinking

Client service

Training & presentation skills

Education

Bachelor's degree in business/finance/accounting

CPA / MBA / JD / PMP preferred

Tools

Salesforce

ARK

AXIS

Job description

FuturePlan, part of Ascensus, is the nation’s largest third-party administrator of retirement plans and partners with advisors across all states. This role focuses on providing correction services under IRS and DOL programs, performing Excel-based client calculations, and delivering audits and correction packets.

You will consult with clients, conduct research, and contribute to training and program development.