Remote Retirement Plan Compliance Analyst

FuturePlan is the nations largest thirdparty administrator (TPA) of retirement plans partnering with advisors in all 50 states. FuturePlan delivers the best of both worlds: hightouch personalized service from local TPAs backed by the strength and security of a large national firm Ascensus. Our roots go back decades with nearly 30 outstanding legacy firms now joined together to deliver unmatched levels of service innovation and expertise to a fastgrowing client base from coast to coast. The FuturePlan team includes more than 500 credentialed plan professionals 60 actuaries and one of the industrys largest inhouse ERISA teams. Learn more at FuturePlan.

Section 1: Position Summary

Compliance position that has an advanced understanding of all plan types and facilitates more complex interactions with the Plan Consultants.

*We have several openings for this role.*

Section 2: Job Functions Essential Duties and Responsibilities

• Ability to successfully complete and support the work outlined for the Compliance Associate roles
• Reads and comprehends retirement plan provisions from plan documents summaries of plan provisions and related plan materials to ensure accuracy and compliance with regulations.
• Understands considers and applies legislation and regulations including but not limited to IRS DOL and ERISA when preparing analyzing and interpreting information
• Supports DOL IRS and Large plan audits
• Supports the Plan Consultants in resolving operational and compliance issues related to qualified plans
• Is responsible for plan administration compliance and testing for identified blocks of business
• Tracks and monitors job progress to ensure that all necessary data is requested and received in order to meet compliance deadlines
• Prepares annual valuation and compliance reports for Clients
• Provides detailed consultations with Plan Consultant in drafting plan documents plan amendments and other legal documents
• Supports and completes assigned quality assurance reviews
• Responsible for protecting securing and proper handling of all confidential data held by Ascensus to ensure against unauthorized access improper transmission and/or unapproved disclosure of information that could result in harm to Ascensus or our clients.
• Our IClient service philosophy and our Core Values of People Matter Quality First and Integrity Always should be visible in your actions on a daytoday basis showing your support of our organizational culture.
• Assist with other tasks and projects as assigned

Supervision

• N/A

Section 3: Experience Skills Knowledge Requirements

• Bachelors degree preferred
• Minimum 5 years of hands on Retirement plan testing experience is a must; 8 years is preferred
• Experience doing Employer Calculations
• Must have experience with 5500s and other relevant documents
• Experience with cash basis and/or trust accounting
• 5 years of prior ERISA experience in the retirement industry preferred
• 5 years of experience in analysis of financial data required/ testing experience a must
• Strong Word Excel and Outlook skills
• Strong written and oral communication skills
• Strong analytical and problemsolving skills
• Strong attention to detail and the ability to prioritize manage tasks and meet in connection with business operations including related ERISA compliance matters
• Associate holds Retirement Plan Fundamentals certification upon meeting eligibility requirements
• QKA designation preferred but not required
• Involvement or work towards associates QPA designation preferred
• Prior experience with plan administration software i.e. Relius FT Williams ASC or Datair

The national average salary is $70000 $100000 exclusive of any bonuses and benefits.This salary range represents the low and high end for this position. Actual salary offered will vary and may be above or below the range based on various factors including but not limited to location experience performance and internal pay alignment. We do not anticipate that candidates hired will begin at the top of the range however from time to time it may occur on a casebycase basis. Other rewards and benefits may include: 401(k) match Medical Dental Vision PaidTimeOff etc. For more information please visitcareers.ascensus/#Benefits.

We are proud to be an Equal Opportunity Employer

Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate from @ascensus or @futureplan email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting we strongly encourage you to apply directly through our website.