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.
Section 1: Position Summary
Review client work to ensure high quality of client deliverables including research of pension
law and regulations
Section 2: Job Functions, Essential Duties and Responsibilities
- Answer technical questions posed by staff
- Research the Internal Revenue Code and other technical resources to resolve client issues
- Provide technical training for staff
Review client projects and ensure accurate client deliverables including:
- Actuarial valuations and reports
- Benefit statements
- Plan documents, amendments, employee communications (SPDs, etc.)
- Work performed by other teams as necessary (e.g., Benefit calculations, Form 5500s and
- PBGC premium forms)
- IRS (Form 5310) and PBGC (Form 500 series) termination submissions
- ASC 715/960
- Provide back up to other teams as necessary
- Other duties as assigned
Proficient in:
- Actuarial valuations and reports
- ASC 715/960
- Contribution projections
- Plan studies
- Interpreting plan documents
- Government forms and benefit calculations
- Training technical staff
Supervision
- N/A
Section 3: Experience, Skills, Knowledge Requirements
- Must be able to sit for long periods (at least 8 hours per day).
- Must be able to work on a computer at least 8 hours per day (includes looking at a monitor, and typing using a keyboard and mouse).
Education and Training Requirements:
- Enrolled Actuary
- SOA exams leading to designations
- B.A./B.S. degree preferred
Advanced understanding of:
- Pension law
- Plan documents and IRS favorable determination letters
- Actuarial valuations and software systems
Skills and Requirements:
- Excellent technical/analytical skills
- Ability to research technical issues
- Ability to explain/teach technical issues to all levels of employees
- Good verbal and written communication skills
- Good computer skills
- Detail and accuracy oriented
- Good time management skills
- Team Player
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.
What We Do
Ascensus helps millions of people save for what matters—retirement, education, and healthcare. We’re also one of the savings plan industry’s leading providers of outsourced services. Our technology, market insights, and business knowledge enhance the growth and success of our partners, their clients, and savers.
Ascensus is the largest independent recordkeeping services provider, third-party administrator, and government savings facilitator in the United States. For more information, visit ascensus.com.
