Document Analyst, Specialization

FuturePlan is the nations largest third-party administrator (TPA) of retirement plans partnering with advisors in all 50 states. FuturePlan delivers the best of both worlds: high-touch 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 fast-growing client base from coast to coast. The FuturePlan team includes more than 500 credentialed plan professionals 60 actuaries and one of the industrys largest in-house ERISA teams. Learn more at .

Section 1: Position Summary

Responsible for the successful completion of a steady flow of diverse and engaging retirement plan document projects ranging from basic to medium-level complexity. Document Analysts must demonstrate a keen understanding of the importance of the accurate professional and timely delivery of each individualized project. To ensure continued growth Document Analysts must show a commitment to learning and understanding plan design and provision analysis through participation in team and company-wide learning opportunities.

Section 2: Job Functions Essential Duties and Responsibilities

• Independently analyzing document design

• Become internal expert on plan documents and design

• Consulting to internal partners on the design of start-up plan documents

• Processing of plan document from initial draft phase through finalization and delivery for both new plan documents and plan takeovers including all ancillary documents (Summary Plan Description Safe Harbor Notice etc.).

• Processing of plan document from initial draft phase through finalization and delivery for IRS-mandated restatements including all ancillary documents.

• Processing of plan amendments including discretionary amendments Trustee changes and Plan Sponsor and Participating Employer changes.

• Preparation of plan termination documents for both Defined Contribution and Defined Benefit plans.

• Participation in special team project opportunities such as analysis of retirement plan legislation creation of communication/processes for Interim Plan Amendments and development of training materials for internal partners such as plan Consultants plan analysts and distribution team processors.

Supervision

• N/A

Section 3: Experience Skills Knowledge Requirements

• Minimum of 3-5 years defined contribution or defined benefit retirement plan administration consulting and/or document experience.

• 1-3 experience in ERISA and IRS/DOL regulations

• Bachelors degree in Accounting Law or related field strongly preferred

• Strong Word Excel and Outlook skills

• Strong written and oral communication skills

• Strong analytical and problem-solving skills

• Strong attention to detail and the ability to prioritize manage tasks and meet in connection with business operations

We are proud to be an Equal Opportunity Employer

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