Document Analyst at Ascensus in Minneapolis, Minnesota

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 outstanding legacy firms now joined together to deliver unmatched levels of service, innovation and expertise to a fast-growing client base from 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.

Responsible for the successful completion of a steady flow of diverse and engaging retirement plan document projects ranging from basic to medium-level complexity. Document Analysts must demonstrate a keen understanding of the importance of the accurate, professional and timely delivery of each individualized project. To ensure continued growth, Document Analysts must show a commitment to learning and understanding plan design and provision analysis through participation in team and company-wide learning opportunities.

Section 2: Job Functions, Essential Duties and Responsibilities

• Independently analyzing document design




• Become internal expert on plan documents and design




• Consulting to internal partners on the design of start-up plan documents




• Processing of plan document from initial draft phase through finalization and delivery for both new plan documents and plan takeovers, including all ancillary documents (Summary Plan Description, Safe Harbor Notice, etc.).




• Processing of plan document from initial draft phase through finalization and delivery for IRS-mandated restatements, including all ancillary documents.




• Processing of plan amendments including discretionary amendments, Trustee changes and Plan Sponsor and Participating Employer changes.




• Preparation of plan termination documents for both Defined Contribution and Defined Benefit plans.




• Participation in special team project opportunities such as analysis of retirement plan legislation, creation of communication/processes for Interim Plan Amendments and development of training materials for internal partners such as plan Consultants, plan analysts and distribution team processors.

Section 3: Experience, Skills, Knowledge Requirements

• Minimum of 3-5 years' defined contribution or defined benefit retirement plan administration, consulting and/or document experience.




• 1-3 experience in ERISA and IRS/DOL regulations




• Bachelor's degree in Accounting, Law or related field strongly preferred




• Strong Word, Excel, and Outlook skills




• Strong written and oral communication skills




• Strong analytical and problem-solving skills




• Strong attention to detail and the ability to prioritize, manage tasks and meet in connection with business operations

We are proud to be an Equal Opportunity Employer

At Ascensus, we aspire to make a difference for others.We are a technology-enabled services company that helps people save for retirement, education, and healthcare through our network of institutional, financial advisor, and state partners. Our culture is guided by sound principles, is committed to high standards, operates with transparency, and welcomes diversity-housed within our Core Values: People Matter. Quality First. Integrity Always.

As aleading independent recordkeeping services partner, retirement plan third-party administrator, and government savings facilitator, we aim to hire associates who find pride in going to work every day knowing that they help more than 12 million people save for what matters.

Ascensus provides equal employment opportunities to all associates and applicants for employment without regard to ancestry, race, color, religion, sex, (including pregnancy, childbirth, breastfeeding and/or related medical conditions), gender, gender identity, gender expression, national origin, age, physical or mental disability, medical condition (including cancer and genetic characteristics), marital status, military or veteran status, genetic information, sexual orientation, criminal conviction record or any other protected category in accordance with applicable federal, state, or local laws ("Protected Status").
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