Remote Retirement Plan Compliance Specialist

Ascensus; Fort Worth (TX); Hybrid; USD 65,000 - 95,000; Full time

Benefits offered by this job

401(k) match

Medical, Dental, Vision

Paid-Time-Off

Job summary

Ascensus is seeking a Compliance professional in Fort Worth to understand complex retirement plan provisions and support plan consultants with compliance and testing for qualified plans. You will read plan documents, interpret regulations, and participate in audits while ensuring data accuracy and deadline adherence.

The role emphasizes accuracy, attention to detail, and strong communication as you collaborate with Plan Consultants and other teams to finalize plan documents and reports.

Qualifications

• Bachelor’s degree preferred
• 3 to 8+ years of hands-on retirement plan testing experience
• Experience doing 5500s and related documents
• Experience with cash basis and/or trust accounting
• Strong Word, Excel, and Outlook skills
• Strong written and oral communication skills
• Strong analytical and problem-solving skills
• Attention to detail and prioritization in operations

Responsibilities

• Ability to successfully complete and support the work outlined for the Compliance Associate roles
• Read and comprehend retirement plan provisions from plan documents and related materials for compliance
• Apply IRS, DOL, and ERISA regulations when analyzing information
• Support DOL, IRS, and Large plan audits
• Assist Plan Consultants in resolving operational and compliance issues
• Responsible for plan administration, compliance and testing for identified blocks of business
• Track and monitor progress to meet compliance deadlines
• Prepare annual valuation and compliance reports for Clients
• Provide consultations with Plan Consultant in drafting plan documents and amendments
• Support quality assurance reviews and protect confidential data
• Demonstrate I-Client service philosophy and Core Values in daily actions
• Assist with other tasks and projects as assigned

Skills

Retirement plan testing

Plan document analysis

Analytical ability

Attention to detail

Communication skills

Word, Excel, Outlook

Education

Bachelor’s degree preferred

QKA designation preferred

Retirement Plan Fundamentals certification

Tools

FT Williams

ASC software

Job description

Ascensus is seeking a Compliance professional in Fort Worth to understand complex retirement plan provisions and support plan consultants with compliance and testing for qualified plans. You will read plan documents, interpret regulations, and participate in audits while ensuring data accuracy and deadline adherence.

The role emphasizes accuracy, attention to detail, and strong communication as you collaborate with Plan Consultants and other teams to finalize plan documents and reports.