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.
The Compliance Administrator assists various clients with the administration of defined contribution plans. Based in Indianapolis, Houston, or San Diego, this position will provide an opportunity for development and growth.
Essential functions of the position include:
Assist in the administration of defined contribution plans, including calculations, testing and reporting
Communicate and provide support to participants and clients regarding plan operations, policy and compliance
Provide design and other suggestions to reduce costs and optimize plan benefit
Provide superior customer service, including problem solving with minimal inconvenience to clients
Assists the client with all initial and ongoing plan design and document support
Assists the clients in meeting all IRS and Department of Labor deadlines necessary for qualified retirement plan
Maintains up-to date knowledge of present legislation and proposed legislative changes with regard to ERISA law through self-study and company-sponsored training sessions
Responsible for all aspects of valuation reports, participant statements and annual testing
Reviews or performs, as needed, the annual testing for plans, including ADP/ACP, Top Heavy, 410(b), 415, 401(a)(4),deductibility, and 402(g)
Reviews distribution paperwork
Reviews loan paperwork
Reviews or prepares Form 5500 and coordinates with plan sponsor to help ensure timely filing
Assists auditors if a plan is subject to an audit
Assists IRS and DOL auditors, if the plan is subject to an IRS or DOL audit
Education and Skills:
Bachelors degree
3+ years of relevant experience
Experience with FT Williams and Relius is preferred, but not required
Strong analytical skills
Effective, accurate, and friendly communication by phone or email
Ability to use Microsoft Office Suite
At Ascensus, we aspire to make a difference for others.We are a technology-enabled services company that helps people save for retirement, education, and healthcare through our network of institutional, financial advisor, and state partners. Our culture is guided by sound principles, is committed to high standards, operates with transparency, and welcomes diversity-housed within our Core Values: People Matter. Quality First. Integrity Always.
As aleading independent recordkeeping services partner, retirement plan third-party administrator, and government savings facilitator, we aim to hire associates who find pride in going to work every day knowing that they help more than 12 million people save for what matters.
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").
