FuturePlan
Remote Retirement Plan Compliance Analyst
FuturePlan, Dallas, Texas, United States, 75217
FuturePlan is the nation’s 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 industry’s largest in-house ERISA teams. Learn more at FuturePlan.com.
Ensure you read the information regarding this opportunity thoroughly before making an application.
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 rolesReads 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 informationSupports DOL, IRS, and Large plan auditsSupports the Plan Consultants in resolving operational and compliance issues related to qualified plansIs responsible for plan administration, compliance and testing for identified blocks of businessTracks and monitors job progress to ensure that all necessary data is requested and received in order to meet compliance deadlinesPrepares annual valuation and compliance reports for ClientsProvides detailed consultations with Plan Consultant in drafting plan documents, plan amendments, and other legal documentsSupports and completes assigned quality assurance reviewsResponsible 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 I-Client service philosophy and our Core Values of People Matter, Quality First and Integrity Always® should be visible in your actions on a day-to-day 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
Bachelor’s degree preferredMinimum 5 years of hands on Retirement plan testing experience is a must; 8+ years is preferredExperience doing Employer CalculationsMust have experience with 5500’s and other relevant documentsExperience with cash basis and/or trust accounting5 years of prior ERISA experience in the retirement industry preferred5 years of experience in analysis of financial data required/ testing experience a mustStrong Word, Excel, and Outlook skillsStrong written and oral communication skillsStrong analytical and problem-solving skillsStrong attention to detail and the ability to prioritize, manage tasks and meet in connection with business operations, including related ERISA compliance mattersAssociate holds Retirement Plan Fundamentals certification upon meeting eligibility requirementsQKA designation preferred but not requiredInvolvement or work towards associates QPA designation preferredPrior experience with plan administration software, i.e., Relius, FT Williams, ASC, or Datair
The national average salary is $70,000 - $100,000, 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 case-by-case basis. 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 proud to be 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 or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.Remote working/work at home options are available for this role.
Ensure you read the information regarding this opportunity thoroughly before making an application.
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 rolesReads 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 informationSupports DOL, IRS, and Large plan auditsSupports the Plan Consultants in resolving operational and compliance issues related to qualified plansIs responsible for plan administration, compliance and testing for identified blocks of businessTracks and monitors job progress to ensure that all necessary data is requested and received in order to meet compliance deadlinesPrepares annual valuation and compliance reports for ClientsProvides detailed consultations with Plan Consultant in drafting plan documents, plan amendments, and other legal documentsSupports and completes assigned quality assurance reviewsResponsible 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 I-Client service philosophy and our Core Values of People Matter, Quality First and Integrity Always® should be visible in your actions on a day-to-day 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
Bachelor’s degree preferredMinimum 5 years of hands on Retirement plan testing experience is a must; 8+ years is preferredExperience doing Employer CalculationsMust have experience with 5500’s and other relevant documentsExperience with cash basis and/or trust accounting5 years of prior ERISA experience in the retirement industry preferred5 years of experience in analysis of financial data required/ testing experience a mustStrong Word, Excel, and Outlook skillsStrong written and oral communication skillsStrong analytical and problem-solving skillsStrong attention to detail and the ability to prioritize, manage tasks and meet in connection with business operations, including related ERISA compliance mattersAssociate holds Retirement Plan Fundamentals certification upon meeting eligibility requirementsQKA designation preferred but not requiredInvolvement or work towards associates QPA designation preferredPrior experience with plan administration software, i.e., Relius, FT Williams, ASC, or Datair
The national average salary is $70,000 - $100,000, 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 case-by-case basis. 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 proud to be 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 or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.Remote working/work at home options are available for this role.