Responsible for the successful implementation of initiatives designed to prepare FuturePlan for the upcoming Defined Contribution Cycle 3 restatement project. Restatement Analyst will experience a steady flow of diverse and engaging planning projects ranging from basic to challenging complexity. Restatement Analyst must demonstrate a keen understanding of the importance of the accurate, professional and timely delivery of each individualized planning project. Restatement Analyst must also demonstrate effective knowledge of ERISA, the Internal Revenue Code, associated regulations and relevant Revenue Procedures as they relate to Defined Contribution plans and the 6-year Defined Contribution restatement cycle.
Job Functions
Review modifications to plan documents during restatement process for accuracy and completeness
Assist with manual mapping of special project restatements along with requested updates to plan documents
Manage creation of restatement packages and process of delivery to meet production and timing goals
Create Consultant communication channels to efficiently intake prioritization, amendment, termination and client-specific requests and provide support with restatement inquiries and ongoing status updates.
Implement and test the processes and workflow designed by the DC Restatement Project Manager to ensure project readiness.
Provide efficient administrative support for the Project Manager and Restatement Team, and perform other duties and special projects as assigned
Responsible for protecting, securing, and proper handling of all confidential data held by FuturePlan to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to FuturePlan or our clients.
The I-Client philosophy and the 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.
Ascensus is a place to have a career, not just a job. As the largest US independent retirement and college savings services provider, we put our focus on people. Our culture is guided by sound principles, is committed to high standards, operates with transparency, and welcomes diversity. When you join our team, you get to go to work every day knowing that you help over 10 million Americans save for retirement and college.
Ascensus provides equal employment opportunities to all associates and applicants for employment without regard to ancestry, race, color, religion, sex, (including pregnancy, childbirth, breastfeeding and/or related medical conditions), gender, gender identity, gender expression, national origin, age, physical or mental disability, medical condition (including cancer and genetic characteristics), marital status, military or veteran status, genetic information, sexual orientation, criminal conviction record or any other protected category in accordance with applicable federal, state, or local laws ("Protected Status").
