Remote Retirement Plan Compliance Analyst

Ascensus; Denver (CO); Remote; USD 70,000 - 100,000; Full time

Job summary

Join a dynamic team at a leading third-party administrator where you'll leverage your compliance expertise in retirement plans. This role offers the opportunity to work closely with Plan Consultants, ensuring adherence to regulations while managing plan administration and compliance tasks. With a focus on quality service and integrity, you'll contribute to a collaborative environment that values your insights and skills. Enjoy competitive compensation and a comprehensive benefits package, including a 401(k) match, medical, dental, and vision coverage. This is your chance to make a significant impact in a fast-growing organization.

Benefits

401(k) Match

Medical Insurance

Dental Insurance

Vision Insurance

Paid Time Off

Qualifications

• 5+ years of retirement plan testing experience required.
• Strong analytical skills and attention to detail are essential.
• Retirement Plan Fundamentals certification required upon eligibility.

Responsibilities

• Support compliance with IRS, DOL, and ERISA regulations.
• Prepare annual valuation and compliance reports for clients.
• Assist Plan Consultants in resolving compliance issues.

Skills

Retirement Plan Testing

Financial Data Analysis

Communication Skills

Analytical Skills

Problem-Solving Skills

Attention to Detail

Education

Retirement Plan Fundamentals Certification

QKA Designation

QPA Designation

Tools

Relius

FT Williams

ASC

Datair

Word

Excel

Outlook

Job description

FuturePlan is the nation’s largest third-party administrator (TPA) of retirement plans, partnering with advisors in all 50 states. FuturePlan delivers the best of both worlds: high-touch personalized service from local TPAs backed by the strength and security of a large national firm, Ascensus. Our roots go back decades, with nearly 30 legacy firms now joined together to deliver unmatched levels of service, innovation, and expertise to a fast-growing client base coast to coast. The FuturePlan team includes more than 500 credentialed plan professionals, 60 actuaries, and one of the industry’s largest in-house ERISA teams. Learn more at FuturePlan.com.

Section 1: Position Summary

We are seeking a compliance professional with an advanced understanding of all plan types to facilitate complex interactions with Plan Consultants.

Section 2: Job Functions, Essential Duties, and Responsibilities

• Successfully complete and support the work outlined for the Compliance Associate roles.
• Read and comprehend retirement plan provisions from documents and related materials to ensure accuracy and compliance with regulations.
• Understand, consider, and apply legislation and regulations, including IRS, DOL, and ERISA, in preparing and analyzing information.
• Support DOL, IRS, and large plan audits.
• Assist Plan Consultants in resolving operational and compliance issues related to qualified plans.
• Manage plan administration, compliance, and testing for designated blocks of business.
• Track and monitor job progress to meet compliance deadlines.
• Prepare annual valuation and compliance reports for clients.
• Provide detailed consultations with Plan Consultants for drafting plan documents, amendments, and legal documents.
• Support and complete quality assurance reviews.
• Protect, secure, and handle confidential data responsibly, ensuring against unauthorized access or disclosure.
• Demonstrate our I-Client service philosophy and core values of People Matter, Quality First, and Integrity Always daily.
• Assist with other tasks and projects as assigned.

Supervision

• Not Applicable

Section 3: Experience, Skills, and Knowledge Requirements

• Minimum 5 years of hands-on retirement plan testing experience; 8+ years preferred.
• Experience with 5500 forms and relevant documents.
• Experience with cash basis and/or trust accounting.
• Prior ERISA experience in retirement industry preferred.
• At least 5 years of financial data analysis and testing experience required.
• Proficient in Word, Excel, and Outlook.
• Excellent written and oral communication skills.
• Strong analytical and problem-solving skills.
• High attention to detail, able to prioritize and manage tasks effectively.
• Retirement Plan Fundamentals certification required upon meeting eligibility.
• QKA designation preferred; involvement or pursuit of QPA designation is a plus.
• Experience with plan administration software such as Relius, FT Williams, ASC, or Datair is desirable.

The national average salary ranges from $70,000 to $100,000, excluding bonuses and benefits. Actual compensation varies based on factors like location, experience, and performance. Benefits include 401(k) match, medical, dental, vision, paid time off, among others. For more details, visit careers.ascensus.com/#Benefits.

Equal Opportunity Employer

Beware of employment fraud. Communications from Ascensus or its hiring managers will originate from @ascensus.com or @futureplan.com email addresses. We will never ask for payment or equipment purchases. If you suspect a job posting is fraudulent, apply directly through our website.