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.
Section 1: Position Summary
Timely and accurate completion of contribution calculations and annual compliance testing. Review work performed by level I specialists.
Section 2: Job Functions, Essential Duties and Responsibilities
Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients.
Our I-Client service philosophy and our Core Values of People Matter, Quality First and Integrity Always should be visible in your actions on a day to day basis showing your support of our organizational culture.
Work on larger, more complex plans, including clients with multiple DC plans and carve-outs
Perform more complex ADP/ACP testing
Perform more complex trust accounting and Forms 5500, including audited plans
Perform DC balance forward valuations, journals, and statements
Perform small (under 100 lives) DC/cash balance combination plan 401(a)(4) testing
Calculate cash balance contributions and earnings
Prepare journals and statements
Perform self-employment income compensation calculations
A minimum of 3 years experience in the Qualified Retirement Plan industry, including nondiscrimination testing and Form 5500 preparation
Hands-on Cash Balance Plan experience, including performing 401(a)(26) and combo DC/CB nondiscrimination testing
Good communication skills
Basic accounting skills
Good computer skills including Excel
Good technical skills
Good training skills
Ability to work in fast paced, ever changing office environment
Dependable with excellent follow through on commitments and responsibilities
B.A. or B.S. degree preferred
ASPA QKA designation or actuarial examinations
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 a leading 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").