Ascensus
Remote Retirement Plan Compliance Analyst
Base pay range: $65,000.00/yr - $95,000.00/yr
FuturePlan is the nation’s largest third-party administrator (TPA) of retirement plans, partnering with advisors in all 50 states. FuturePlan delivers high-touch personalized service from local TPAs backed by Ascensus. Our team includes more than 500 credentialed plan professionals, 60 actuaries, and one of the industry’s largest in-house ERISA teams. Learn more at FuturePlan.com.
Responsibilities
Ability to successfully complete and support the work outlined for the Compliance Associate roles.
Read and comprehend retirement plan provisions from plan documents, summaries of plan provisions, and related plan materials to ensure accuracy and compliance with regulations.
Apply legislation and regulations, including IRS, DOL, and ERISA, when preparing, analyzing and interpreting information.
Support DOL, IRS, and Large plan audits.
Support Plan Consultants in resolving operational and compliance issues related to qualified plans.
Responsible for plan administration, compliance and testing for identified blocks of business.
Track and monitor job progress to ensure necessary data is requested and received to meet compliance deadlines.
Prepare annual valuation and compliance reports for clients.
Provide detailed consultations with Plan Consultants in drafting plan documents, amendments, and other legal documents.
Support and complete assigned quality assurance reviews.
Protect sensitive data and ensure proper handling to prevent unauthorized access or disclosure.
Demonstrate our I-Client service philosophy and Core Values in day-to-day actions.
Assist with other tasks and projects as assigned.
Qualifications
Bachelor’s degree preferred.
3 to 8+ years of hands-on retirement plan testing experience, or equivalent.
Experience with employer calculations and Form 5500 and related documents.
Experience with cash basis and/or trust accounting.
Strong Word, Excel, and Outlook skills; strong written and oral communication; strong analytical and problem-solving skills.
Strong attention to detail and the ability to prioritize, manage tasks and meet deadlines related to ERISA compliance matters.
Retirement Plan Fundamentals certification (Associate) preferred upon eligibility; QKA designation preferred but not required; involvement toward QPA designation preferred.
Experience with plan administration software (e.g., Relius, FT Williams, ASC, Datair) preferred.
Benefits Other rewards and benefits may include: 401(k) match, Medical, Dental, Vision, Paid-Time-Off, etc. For more information, please visit careers.ascensus.com/#Benefits.
We are an Equal Opportunity Employer. Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate from @ascensus.com or @futureplan.com email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious, apply directly through our website.
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Legal
#J-18808-Ljbffr
FuturePlan is the nation’s largest third-party administrator (TPA) of retirement plans, partnering with advisors in all 50 states. FuturePlan delivers high-touch personalized service from local TPAs backed by Ascensus. Our team includes more than 500 credentialed plan professionals, 60 actuaries, and one of the industry’s largest in-house ERISA teams. Learn more at FuturePlan.com.
Responsibilities
Ability to successfully complete and support the work outlined for the Compliance Associate roles.
Read and comprehend retirement plan provisions from plan documents, summaries of plan provisions, and related plan materials to ensure accuracy and compliance with regulations.
Apply legislation and regulations, including IRS, DOL, and ERISA, when preparing, analyzing and interpreting information.
Support DOL, IRS, and Large plan audits.
Support Plan Consultants in resolving operational and compliance issues related to qualified plans.
Responsible for plan administration, compliance and testing for identified blocks of business.
Track and monitor job progress to ensure necessary data is requested and received to meet compliance deadlines.
Prepare annual valuation and compliance reports for clients.
Provide detailed consultations with Plan Consultants in drafting plan documents, amendments, and other legal documents.
Support and complete assigned quality assurance reviews.
Protect sensitive data and ensure proper handling to prevent unauthorized access or disclosure.
Demonstrate our I-Client service philosophy and Core Values in day-to-day actions.
Assist with other tasks and projects as assigned.
Qualifications
Bachelor’s degree preferred.
3 to 8+ years of hands-on retirement plan testing experience, or equivalent.
Experience with employer calculations and Form 5500 and related documents.
Experience with cash basis and/or trust accounting.
Strong Word, Excel, and Outlook skills; strong written and oral communication; strong analytical and problem-solving skills.
Strong attention to detail and the ability to prioritize, manage tasks and meet deadlines related to ERISA compliance matters.
Retirement Plan Fundamentals certification (Associate) preferred upon eligibility; QKA designation preferred but not required; involvement toward QPA designation preferred.
Experience with plan administration software (e.g., Relius, FT Williams, ASC, Datair) preferred.
Benefits Other rewards and benefits may include: 401(k) match, Medical, Dental, Vision, Paid-Time-Off, etc. For more information, please visit careers.ascensus.com/#Benefits.
We are an Equal Opportunity Employer. Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate from @ascensus.com or @futureplan.com email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious, apply directly through our website.
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Legal
#J-18808-Ljbffr