Remote Fiduciary Compliance Manager

Ascensus; Tennessee; Hybrid; USD 55,000 - 85,000; Full time

Benefits offered by this job

Medical, dental & vision benefits

401(k) & 529 college savings match

Paid time off

Volunteer and charitable-giving

HSA with employer contribution up to $

Job summary

Ascensus, recently integrated with AmericanTCS, seeks a Fiduciary Administrator to oversee fiduciary governance for retirement plans. You will coordinate with plan sponsors, advisors, and service providers to ensure operations align with plan documents, IRC, and ERISA.

The role emphasizes servicing accounts, monitoring plans, and supporting annual 5500 audits, with emphasis on accuracy and compliance.

Qualifications

• Bachelor's degree from an accredited university.
• Minimum 2 years of qualified plan experience.
• Fiduciary administration experience preferred.
• Certifications: QKA, CPFA, CKP, AIF preferred.
• Strong interpersonal and communication skills.
• Proficient in MS Office, Excel; Word and Adobe Acrobat a plus.

Responsibilities

• Responds to plan sponsor and participant questions.
• Serves as primary contact for plan sponsors and advisors.
• Assists in servicing accounts and overseeing participant requests.
• Monitors support emails and plan operations.
• Prepares annual plan assessments and 5500-related materials.
• Completes 404(a)(5) and 408(b)(2) assessments.

Skills

Fiduciary admin experience

QKA

CPFA

CKP

AIF

Interpersonal skills

Communication

Time management

Analytical thinking

MS Office

Excel

Microsoft Word

Adobe Acrobat

Education

Bachelor's degree

2 years qualified plan experience

Tools

Microsoft Word

Adobe Acrobat

Job description

Ascensus, recently integrated with AmericanTCS, seeks a Fiduciary Administrator to oversee fiduciary governance for retirement plans. You will coordinate with plan sponsors, advisors, and service providers to ensure operations align with plan documents, IRC, and ERISA.

The role emphasizes servicing accounts, monitoring plans, and supporting annual 5500 audits, with emphasis on accuracy and compliance.