Remote Fiduciary Compliance Lead - Plan Management

Ascensus; Kansas; Remote; USD 65,000 - 85,000; Full time

Job summary

Ascensus, in partnership with AmericanTCS, seeks a fiduciary governance professional to coordinate plan administration for sponsors, advisors, and service providers. The role acts as a primary contact for compliance, annual 5500 audits, and notices, while supporting recordkeeping operations and plan assessments.

This remote role requires at least a bachelor’s degree and 2+ years of qualified plan experience, with strong Excel, Word, and Acrobat skills. Occasional on-site meetings may be required.

Qualifications

• Minimum 4 year Bachelor's Degree from an accredited university.
• Minimum 2 years of qualified plan experience.

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.
• Plan Notice Management and annual compliance tasks.
• Completes 5500-related forms and assists with audits.

Skills

Fiduciary administration experience

Interpersonal skills

Oral and written communication

Organization and multitasking

Analytical thinking

Excel

Microsoft Word

Adobe Acrobat

Education

Bachelor's degree

Tools

Microsoft Office Suite

Microsoft Word

Adobe Acrobat

Job description

Ascensus, in partnership with AmericanTCS, seeks a fiduciary governance professional to coordinate plan administration for sponsors, advisors, and service providers. The role acts as a primary contact for compliance, annual 5500 audits, and notices, while supporting recordkeeping operations and plan assessments.

This remote role requires at least a bachelor’s degree and 2+ years of qualified plan experience, with strong Excel, Word, and Acrobat skills. Occasional on-site meetings may be required.