ERISA & Retirement Plans Compliance Analyst

ascensushr; United States; On-site; USD 60,000 - 80,000; Full time

Job summary

FuturePlan, the nation's largest retirement plan TPA, seeks a Compliance professional to manage complex ERISA compliance tasks across plan types. You will work with Plan Consultants to interpret plan documents, apply applicable laws, and support audits while ensuring data accuracy and deadlines are met.

The role emphasizes plan administration, quality reviews, and secure handling of confidential information in a fast-growing environment affiliated with Ascensus.

Qualifications

• Bachelor's degree preferred.
• 3–5 years of ERISA experience in retirement industry preferred.
• 3–5 years of financial data analysis experience.
• Retirement Plan Fundamentals certification upon eligibility.
• QKA designation preferred.
• Pursuit of QPA designation encouraged.

Responsibilities

• Read and interpret retirement plan provisions for accuracy and compliance.
• Apply IRS, DOL, and ERISA regulations when preparing information.
• Support DOL, IRS, and large plan audits.
• Assist Plan Consultants with operational and compliance issues.
• Handle plan administration, compliance and testing for blocks of business.
• Track data requests and meet compliance deadlines.
• Prepare annual valuation and compliance reports for clients.
• Draft plan documents and amendments with Plan Consultants.
• Conduct QA reviews and safeguard confidential client data.

Skills

Microsoft Word

Microsoft Excel

Microsoft Outlook

Education

Bachelor's degree

Tools

Relius

Job description

FuturePlan, the nation's largest retirement plan TPA, seeks a Compliance professional to manage complex ERISA compliance tasks across plan types. You will work with Plan Consultants to interpret plan documents, apply applicable laws, and support audits while ensuring data accuracy and deadlines are met.

The role emphasizes plan administration, quality reviews, and secure handling of confidential information in a fast-growing environment affiliated with Ascensus.