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
Responsible for the following tasks related to basic to medium complexity retirement plans:
Draft plan document including new plan documents and plan restatements
Draft plan amendments
Prepare/update Summary of Plan Description and other related documents
Prepare IRS submissions
Prepare plan termination documents and submissions
Prepare annual notices
Perform technical research to answer compliance questions or resolve compliance issues
Work with Relationship Consultant to ensure signed documents are accurate and received timely
Complete assigned projects timely, accurately and in a cost effectively manner
Proactively participate in process improvement and innovation of current systems
Ensure client plan document files and records are organized and up to date
Commitment to ongoing pension education along with staying current with regulations and law changes
Enter consulting time in timekeeping system daily
Update workflow system daily
Perform Special projects
Other duties as assigned
Section 3: Experience, Skills, Knowledge Requirements
SKILLS NEEDED
Excellent verbal and written communication skills, including the ability to communicate technical ideas
Must possess strong organizational skills
Must have knowledge of a variety of computer software applications in word processing, spreadsheets and database software
Self-starter who will take responsibility for completing tasks in a timely fashion
Work requires continual attention to detail in reviewing materials, managing multiple projects, establishing priorities and meeting deadlines
Dependable with excellent follow through on commitments and responsibilities
Conceptual and analytical
Ability to work in a team environment and also work independently as appropriate
Ability to work in fast paced, ever changing office environment
Must be willing to maintain a flexible work schedule and work overtime as needed
EXPERIENCE NEEDED
A minimum of 2 years of retirement plan administration experience or equivalent preferred
TRAVEL REQUIREMENTS
None
PHYSICAL DEMANDS
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/TRAINING NEEDED
B.A. or B.S. degree preferred
ASPPA designation or actuarial exams preferred
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.
Top Skills
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.
