Remote Fiduciary Compliance & Plan Governance Lead

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

Job summary

Ascensus, featuring FiduciaryxChange, seeks a fiduciary administrator to coordinate responsibilities for multiple retirement plans. This role serves as the primary contact for sponsors, advisors, and service providers, ensuring plan documents and IRS/ERISA standards are met.

Location: Remote. The role requires collaboration with a committee and ongoing monitoring of plan operations, with emphasis on accuracy and regulatory compliance.

Qualifications

• Minimum 4-year bachelor’s degree from an accredited university.
• Minimum 2 years of qualified plan experience.
• Supervisory responsibilities may follow in the future.

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.
• Monthly Monitoring for Assigned Plans.
• Annual Validation Forms.
• YE Compliance Testing Review and corrections as needed.
• Provides information for annual 5500 audit.
• Plan Notice Management and notices/disclosures.

Skills

Fiduciary experience

QKA CPFA CkP AIF

Interpersonal skills

Oral written communication

Time management

Analytical thinking

MS Office / Excel

Education

Bachelor's degree

Tools

Microsoft Word

Adobe Acrobat

Microsoft Excel

Job description

Ascensus, featuring FiduciaryxChange, seeks a fiduciary administrator to coordinate responsibilities for multiple retirement plans. This role serves as the primary contact for sponsors, advisors, and service providers, ensuring plan documents and IRS/ERISA standards are met.

Location: Remote. The role requires collaboration with a committee and ongoing monitoring of plan operations, with emphasis on accuracy and regulatory compliance.