Remote Retirement Plan Compliance Specialist

Ascensus; Atlanta (GA); On-site; USD 65,000 - 95,000; Full time

Benefits offered by this job

401(k) match

Medical, Dental, Vision

Paid Time Off

Job summary

FuturePlan, the nation's largest third-party administrator of retirement plans, seeks a Compliance Associate with advanced understanding of plan types for complex interactions with Plan Consultants.

The role supports DOL/IRS/ERISA compliance, plan administration, testing, and auditing across blocks of business, with emphasis on data accuracy and confidentiality. Experience in retirement plans and 5500s is essential.

Qualifications

• Bachelor's degree preferred and relevant experience in retirement plans.
• 3 to 8+ years of hands-on retirement plan testing experience.
• Experience with 5500s and other plan documents.
• Experience with cash basis and/or trust accounting.
• Strong Word, Excel, and Outlook skills; good written and oral communication.
• Certification path such as Retirement Plan Fundamentals, QKA/QPA is a plus.

Responsibilities

• Complete and support work for Compliance Associate roles.
• Read retirement plan provisions to ensure accuracy and compliance.
• Apply IRS, DOL, and ERISA regulations when analyzing information.
• Support DOL, IRS, and large plan audits.
• Assist Plan Consultants with plan documents and amendments.
• Ensure data requests are met to meet compliance deadlines.
• Prepare annual valuation and compliance reports for clients.
• Protect confidential data and uphold data security.

Skills

Analytical skills

Attention to detail

Communication skills

Problem-solving

Time management

Education

Bachelor's degree preferred

Retirement Plan Fundamentals certification

QKA designation preferred

QPA designation preferred

Tools

FT Williams

ASC

Job description

FuturePlan, the nation's largest third-party administrator of retirement plans, seeks a Compliance Associate with advanced understanding of plan types for complex interactions with Plan Consultants.

The role supports DOL/IRS/ERISA compliance, plan administration, testing, and auditing across blocks of business, with emphasis on data accuracy and confidentiality. Experience in retirement plans and 5500s is essential.