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 across all 50 states. We provide personalized service backed by the strength of a large national firm. 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. Responsibilities
Complete and support work 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 large plans Assist Plan Consultants with operational and compliance issues Manage plan administration, compliance, and testing for assigned business blocks Track and meet compliance deadlines Prepare annual valuation and compliance reports Draft plan documents and amendments in consultation with Plan Consultants Conduct quality assurance reviews Handle confidential data securely, ensuring compliance with privacy standards Uphold Ascensus’s core values: People Matter, Quality First, and Integrity Always Assist with additional tasks and projects as needed Experience and Skills
Bachelor’s degree preferred Minimum 5 years of retirement plan testing experience; 8+ preferred Experience with employer calculations, 5500s, and related documents Knowledge of cash basis and trust accounting Prior ERISA experience (5+ years) preferred Strong analytical, communication, and problem-solving skills Proficiency in Word, Excel, Outlook Retirement Plan Fundamentals certification preferred; QKA and QPA designations are a plus Experience with plan administration software (Reliues, FT Williams, ASC, Datair) is advantageous The salary range is $70,000 - $100,000, depending on experience and location, plus benefits like 401(k) match, medical, dental, vision, and PTO. For more info, visit careers.ascensus.com/#Benefits. We are an Equal Opportunity Employer. Be cautious of employment fraud; all official communications originate from @ascensus.com or @futureplan.com email addresses. Job Details
Seniority level: Mid-Senior level Employment type: Full-time Job function: Legal
Have you got what it takes to succeed The following information should be read carefully by all candidates. #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 across all 50 states. We provide personalized service backed by the strength of a large national firm. 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. Responsibilities
Complete and support work 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 large plans Assist Plan Consultants with operational and compliance issues Manage plan administration, compliance, and testing for assigned business blocks Track and meet compliance deadlines Prepare annual valuation and compliance reports Draft plan documents and amendments in consultation with Plan Consultants Conduct quality assurance reviews Handle confidential data securely, ensuring compliance with privacy standards Uphold Ascensus’s core values: People Matter, Quality First, and Integrity Always Assist with additional tasks and projects as needed Experience and Skills
Bachelor’s degree preferred Minimum 5 years of retirement plan testing experience; 8+ preferred Experience with employer calculations, 5500s, and related documents Knowledge of cash basis and trust accounting Prior ERISA experience (5+ years) preferred Strong analytical, communication, and problem-solving skills Proficiency in Word, Excel, Outlook Retirement Plan Fundamentals certification preferred; QKA and QPA designations are a plus Experience with plan administration software (Reliues, FT Williams, ASC, Datair) is advantageous The salary range is $70,000 - $100,000, depending on experience and location, plus benefits like 401(k) match, medical, dental, vision, and PTO. For more info, visit careers.ascensus.com/#Benefits. We are an Equal Opportunity Employer. Be cautious of employment fraud; all official communications originate from @ascensus.com or @futureplan.com email addresses. Job Details
Seniority level: Mid-Senior level Employment type: Full-time Job function: Legal
Have you got what it takes to succeed The following information should be read carefully by all candidates. #J-18808-Ljbffr Remote working/work at home options are available for this role.