Remote Fiduciary Compliance Manager

Ascensus; Pennsylvania; Remote; USD 65,000 - 95,000; Full time

Job summary

Ascensus, through its affiliated entity AmericanTCS FiduciaryxChange, seeks an experienced fiduciary administrator to support plan sponsors and participants. This role oversees plan governance, ensures compliance with the Internal Revenue Code and ERISA, and serves as the primary liaison for sponsors and service providers.

The position focuses on governance oversight, annual 5500 audits, and notices, with potential supervisory responsibilities in the future.

Qualifications

• Minimum 4 year Bachelor’s Degree from an accredited university.
• Minimum 2 years of qualified plan experience.
• Fiduciary administration experience preferred.
• Strong interpersonal and communication skills.

Responsibilities

• Responds to plan sponsor and participant questions.
• Assists in servicing accounts and overseeing participant requests.
• Assist in monitoring support and team emails.
• Prepare, maintain, and submit recordkeeper access forms for assigned plans.
• Payroll uploads for Assigned Plans.
• Monthly Monitoring for Assigned Plans.
• YE Compliance Testing Review and any necessary correction confirmations.
• Provides information for annual 5500 audit.
• Signs 5500 and assists with SPY RFS to sponsors.
• Prepares Annual Plan Assessments.
• Prepares year end oversight documents.
• Completes 404(a)(5) and 408(b)(2) assessments.
• Plan Notice Management.
• Completes annual and interim notices and disclosures via Plan Notice-Assigned Plans.

Skills

Fiduciary Administration

QKA certification

CPFA certification

CKP certification

AIF certification

Interpersonal skills

Oral and written communication

Organization and multitasking

Analytical thinking

Microsoft Office Suite

Excel

Microsoft Word

Adobe Acrobat

Education

Bachelor's Degree

Tools

Microsoft Office Suite

Excel

Microsoft Word

Adobe Acrobat

Job description

Ascensus, through its affiliated entity AmericanTCS FiduciaryxChange, seeks an experienced fiduciary administrator to support plan sponsors and participants. This role oversees plan governance, ensures compliance with the Internal Revenue Code and ERISA, and serves as the primary liaison for sponsors and service providers.

The position focuses on governance oversight, annual 5500 audits, and notices, with potential supervisory responsibilities in the future.