Fiduciary Compliance Manager, Retirement Plans (Remote)

Ascensus; Philadelphia (Philadelphia County); Remote; USD 65,000 - 95,000; Full time

Job summary

AmericanTCS, recently integrated as part of Ascensus, provides fiduciary governance for retirement plans and serves as the committee contact for plan sponsors and advisors. This remote role supports compliance with plan documents, IRC, and ERISA, meeting weekly to review client engagements and fulfill Named Plan Administrator and Named Fiduciary duties.

Key duties include responding to sponsor/participant questions, servicing accounts, payroll uploads, 5500-related tasks, plan notices, and

Qualifications

• Minimum 4 year Bachelor's Degree from an accredited university.
• Minimum 2 years of qualified plan experience.
• Preferred certifications: QKA, CPFA, CKP, or AIF.

Responsibilities

• Responds to plan sponsor and participant questions.
• Assists in servicing accounts and overseeing participant requests.
• Prepare, maintain, and submit recordkeeper access forms for assigned plans.
• Payroll uploads for Assigned Plans.
• Annual Validation Forms and 5500 audit support.

Skills

Fiduciary admin experience

Strong interpersonal skills

Excellent written and verbal comms

Organizational & time management

Analytical thinking

Education

Bachelor's degree

Tools

Excel

Adobe Acrobat

Microsoft Word

Job description

AmericanTCS, recently integrated as part of Ascensus, provides fiduciary governance for retirement plans and serves as the committee contact for plan sponsors and advisors. This remote role supports compliance with plan documents, IRC, and ERISA, meeting weekly to review client engagements and fulfill Named Plan Administrator and Named Fiduciary duties.

Key duties include responding to sponsor/participant questions, servicing accounts, payroll uploads, 5500-related tasks, plan notices, and