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.
#J-18808-LjbffrJob 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.
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