Remote Retirement Plan Compliance Specialist

Ascensus; Minneapolis (MN); Hybrid; USD 65,000 - 95,000; Full time

Benefits offered by this job

401(k) match

Medical insurance

Dental insurance

Vision insurance

Paid time off

Job summary

FuturePlan, part of Ascensus, seeks a Compliance professional to interpret retirement plan provisions, apply ERISA rules, and assist in audits. This multi-openings role focuses on accuracy, regulatory adherence, and high-touch client service for plan consultants across various plan types.

Ideal candidates will bring 3–8+ years in retirement plan testing, strong analytics, and proficiency in plan administration software.

Qualifications

• Bachelor's degree preferred.
• 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.
• Excellent written and verbal communication.
• Knowledge of ERISA, IRS, and DOL regulations.

Responsibilities

• Complete and support the work outlined for the Compliance Associate roles.
• Reads and comprehends retirement plan provisions for accuracy and compliance.
• Applies legislation and regulations including IRS, DOL and ERISA in analysis.
• Supports DOL, IRS, and Large plan audits.
• Assists Plan Consultants in resolving operational and compliance issues.
• Responsible for plan administration, compliance and testing for identified blocks of business.
• Tracks data requests to meet compliance deadlines.
• Prepares annual valuation and compliance reports for clients.
• Provides consultations with Plan Consultant in drafting plan documents and amendments.
• Supports and completes assigned quality assurance reviews.
• Protects confidential data and ensures proper data handling and security.
• Demonstrates core values in day-to-day actions and supports the organizational culture.
• Assists with other tasks and projects as assigned.

Skills

Analytical skills

Attention to detail

Communication skills

Microsoft Excel

Plan administration software

Regulatory compliance knowledge

ERISA understanding

Education

Bachelor's degree preferred

Retirement Plan Fundamentals certification

QKA designation preferred

Tools

FT Williams

ASC plan administration software

Job description

FuturePlan, part of Ascensus, seeks a Compliance professional to interpret retirement plan provisions, apply ERISA rules, and assist in audits. This multi-openings role focuses on accuracy, regulatory adherence, and high-touch client service for plan consultants across various plan types.

Ideal candidates will bring 3–8+ years in retirement plan testing, strong analytics, and proficiency in plan administration software.