Ascensus
Remote Retirement Plan Compliance Analyst Join to apply for the
Remote Retirement Plan Compliance Analyst
role at
Ascensus . FuturePlan is the nation’s largest third-party administrator (TPA) of retirement plans, partnering with advisors in all 50 states. We deliver personalized service backed by a large national firm, with roots going back decades, and a team including over 500 plan professionals and 60 actuaries. Learn more at FuturePlan.com. Position Summary Compliance position requiring advanced understanding of all plan types, facilitating complex interactions with Plan Consultants. 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 audits by DOL, IRS, and for large plans. Assist Plan Consultants with operational and compliance issues. Manage plan administration, compliance, and testing for assigned 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. Perform quality assurance reviews. Handle confidential data securely, adhering to privacy standards. Uphold our service philosophy and core values daily. Assist with additional tasks and projects as needed. Requirements
Bachelor’s degree preferred. Minimum 5 years of retirement plan testing experience; 8+ preferred. Experience with employer calculations, 5500s, and relevant documents. Knowledge of cash basis and trust accounting. Prior ERISA experience in retirement industry preferred. Strong skills in Word, Excel, Outlook, and analysis. Excellent communication and problem-solving skills. Attention to detail, task management, and prioritization skills. Retirement Plan Fundamentals certification (eligible candidates). QKA designation preferred; involvement in QPA designation work is a plus. Experience with plan administration software (Reliues, FT Williams, ASC, Datair). The salary range is $65,000 - $85,000, plus benefits like 401(k) match, medical, dental, vision, and PTO. 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 email addresses. We will never ask for payment or equipment purchase. Additional Details
Seniority level: Mid-Senior level Employment type: Full-time Job function: Legal This job posting is active. No indication of expiration or closure in the provided text.
Considering making an application for this job Check all the details in this job description, and then click on Apply. #J-18808-Ljbffr Remote working/work at home options are available for this role.
Remote Retirement Plan Compliance Analyst
role at
Ascensus . FuturePlan is the nation’s largest third-party administrator (TPA) of retirement plans, partnering with advisors in all 50 states. We deliver personalized service backed by a large national firm, with roots going back decades, and a team including over 500 plan professionals and 60 actuaries. Learn more at FuturePlan.com. Position Summary Compliance position requiring advanced understanding of all plan types, facilitating complex interactions with Plan Consultants. 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 audits by DOL, IRS, and for large plans. Assist Plan Consultants with operational and compliance issues. Manage plan administration, compliance, and testing for assigned 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. Perform quality assurance reviews. Handle confidential data securely, adhering to privacy standards. Uphold our service philosophy and core values daily. Assist with additional tasks and projects as needed. Requirements
Bachelor’s degree preferred. Minimum 5 years of retirement plan testing experience; 8+ preferred. Experience with employer calculations, 5500s, and relevant documents. Knowledge of cash basis and trust accounting. Prior ERISA experience in retirement industry preferred. Strong skills in Word, Excel, Outlook, and analysis. Excellent communication and problem-solving skills. Attention to detail, task management, and prioritization skills. Retirement Plan Fundamentals certification (eligible candidates). QKA designation preferred; involvement in QPA designation work is a plus. Experience with plan administration software (Reliues, FT Williams, ASC, Datair). The salary range is $65,000 - $85,000, plus benefits like 401(k) match, medical, dental, vision, and PTO. 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 email addresses. We will never ask for payment or equipment purchase. Additional Details
Seniority level: Mid-Senior level Employment type: Full-time Job function: Legal This job posting is active. No indication of expiration or closure in the provided text.
Considering making an application for this job Check all the details in this job description, and then click on Apply. #J-18808-Ljbffr Remote working/work at home options are available for this role.