ERISA Corrections & Technical Analyst

Ascensus; Florida; Hybrid; USD 95,000 - 125,000; Full time

Job summary

Ascensus, FuturePlan, is seeking a capable professional to provide correction services to clients, perform Excel calculations, and deliver correction packets within IRS and DOL programs.

You will conduct consulting, research, training, and IT-related projects, with emphasis on Excel tools, ASCENSUS/FuturePlan processes, and compliance knowledge.

Bachelor's degree required; professional designations like ASPPA certificates are a plus; experience with ARK, Salesforce, and AXIS is valued.

Qualifications

• Bachelor’s degree in business, finance, accounting or a related field.
• Professional certifications (e.g., CPA, MBA) preferred.
• Strong Excel proficiency and complex calculation experience.
• Knowledge of Ascensus/FuturePlan internal tools is a plus.

Responsibilities

• Provide correction services and guidance on IRS and DOL programs.
• Prepare Excel-based calculations and correction packets.
• Deliver consulting to clients and conduct technical research.
• Participate in IT projects and training development.
• Research and write technical articles and ERISA policy updates.
• Analyze legislation and regulatory guidance and apply to corrections.

Skills

Microsoft Excel

Client service

Analytical skills

Documentation

Education

Bachelor’s degree in business, finance, accounting

CPA

MBA

JD

PMP

Tools

ARK

Salesforce

AXIS

Job description

Ascensus, FuturePlan, is seeking a capable professional to provide correction services to clients, perform Excel calculations, and deliver correction packets within IRS and DOL programs.

You will conduct consulting, research, training, and IT-related projects, with emphasis on Excel tools, ASCENSUS/FuturePlan processes, and compliance knowledge.

Bachelor's degree required; professional designations like ASPPA certificates are a plus; experience with ARK, Salesforce, and AXIS is valued.