Remote Fiduciary Compliance & Plan Oversight Manager

Ascensus; Florida; Remote; USD 55,000 - 90,000; Full time

Job summary

Ascensus, through AmericanTCS/FiduciaryxChange, seeks a fiduciary governance professional to support plan sponsors and participants remotely. You will help oversee plan operations, respond to sponsor questions, and ensure compliance with ERISA and IRS rules.

The role requires at least a bachelor’s degree and 2 years of qualified plan experience, with strong communication and Microsoft Office skills. Remote work from the US is supported.

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.
• Excellent verbal and written communication skills.
• Strong interpersonal and analytical abilities.

Responsibilities

• Responds to plan sponsor and participant questions.
• Assists in servicing accounts and overseeing participant requests.
• Prepare, maintain, and submit recordkeeper access forms.
• Payroll uploads for assigned plans.
• Annual validation and 5500 audit support.
• Plan Notice management and disclosures.
• Supports monitoring and compliance activities.

Skills

Fiduciary governance experience

Interpersonal skills

Oral and written communication

Organize and multitask

Microsoft Excel

Education

Bachelor's degree

Tools

Microsoft Word

Adobe Acrobat

Job description

Ascensus, through AmericanTCS/FiduciaryxChange, seeks a fiduciary governance professional to support plan sponsors and participants remotely. You will help oversee plan operations, respond to sponsor questions, and ensure compliance with ERISA and IRS rules.

The role requires at least a bachelor’s degree and 2 years of qualified plan experience, with strong communication and Microsoft Office skills. Remote work from the US is supported.