Remote Fiduciary Plan Compliance Lead

Ascensus; Nashville (TN); Remote; USD 65,000 - 90,000; Full time

Job summary

Ascensus, through AmericanTCS and FiduciaryxChange, seeks a trusted fiduciary administration professional to join a governance-focused team. The role supports plan sponsor and participant inquiries and oversees plan compliance under IRC and ERISA.

This remote position offers exposure to annual plan assessments, 5500 filings, and cross-client governance across multiple plans. This role requires strong analytical and communication skills, plus experience with Microsoft Excel and Plan

Qualifications

• Requires a 4-year bachelor degree and 2+ years of qualified plan experience.
• Preferred certifications: QKA, CPFA, CkP, AIF.
• Strong written and verbal communication; highly organized and able to manage multiple tasks.

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 any necessary correction confirmations
• Provides information for annual 5500 audit
• Signs 5500 and assists with SPY RFS to sponsors
• Plan Notice Management
• Completes annual and interim notices and disclosures via Plan Notice-Assigned Plans

Skills

Fiduciary administration

Interpersonal skills

Communication skills

Analytical thinking

Excel proficiency

Education

Bachelor's degree

Tools

Microsoft Word

Adobe Acrobat

Job description

Ascensus, through AmericanTCS and FiduciaryxChange, seeks a trusted fiduciary administration professional to join a governance-focused team. The role supports plan sponsor and participant inquiries and oversees plan compliance under IRC and ERISA.

This remote position offers exposure to annual plan assessments, 5500 filings, and cross-client governance across multiple plans. This role requires strong analytical and communication skills, plus experience with Microsoft Excel and Plan