Remote Retirement Plan Compliance Analyst
Join to apply for the Remote Retirement Plan Compliance Analyst role at Ascensus .
FuturePlan is the nations largest third-party administrator (TPA) of retirement plans, partnering with advisors in all 50 states. FuturePlan delivers personalized service backed by the strength of Ascensus, with nearly 30 legacy firms combined to serve a growing client base coast to coast. Our team includes over 500 credentialed professionals, 60 actuaries, and a large in-house ERISA team. Learn more at FuturePlan.com.
Position Summary
This compliance role requires an advanced understanding of all plan types and involves complex interactions with Plan Consultants.
Job Functions, Essential Duties, and Responsibilities
- Complete and support work outlined for Compliance Associate roles.
- Read and interpret retirement plan documents to ensure accuracy and compliance.
- Apply legislation and regulations (IRS, DOL, ERISA) in analysis and interpretation.
- Support DOL, IRS, and large plan audits.
- Assist Plan Consultants with operational and compliance issues.
- Manage plan administration, compliance, and testing for designated business blocks.
- Monitor progress to meet compliance deadlines.
- Prepare annual valuation and compliance reports.
- Draft plan documents, amendments, and legal documents in consultation with Plan Consultants.
- Conduct quality assurance reviews.
- Handle confidential data securely, ensuring protection against unauthorized access or disclosure.
- Uphold our service philosophy and core values of People Matter, Quality First, and Integrity Always.
- Perform other tasks and projects as assigned.
Experience, Skills, and Knowledge Requirements
- Bachelors degree preferred.
- At least 5 years of hands-on retirement plan testing experience; 8+ years preferred.
- Experience with Employer Calculations, 5500s, and relevant documents.
- Knowledge of cash trust accounting and ERISA in retirement industry.
- Strong skills in Word, Excel, Outlook; excellent communication and analytical skills.
- Attention to detail, task management, and prioritization skills.
- Retirement Plan Fundamentals certification preferred; QKA and QPA designations are a plus.
- Experience with plan administration software (Reliues, FT Williams, ASC, Datair) preferred.
The salary range is $70,000 - $100,000, excluding bonuses and benefits. Actual salary depends on various factors. Benefits include 401(k) match, medical, dental, vision, paid time off, etc. More info at careers.ascensus.com/#Benefits.
We are an Equal Opportunity Employer. Beware of employment fraud; all official communications originate from @ascensus.com or @futureplan.com. We will never ask for payment or equipment purchases.
Additional Details
- Seniority level: Mid-Senior level
- Employment type: Full-time
- Job function: Legal
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