Restatement Analyst at Ascensus in St. Croix, Virgin Islands

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.

Position Summary

Responsible for the successful implementation of initiatives designed to prepare FuturePlan for the upcoming Defined Contribution Cycle 3 restatement project. Restatement Analyst will experience a steady flow of diverse and engaging planning projects ranging from basic to challenging complexity. Restatement Analyst must demonstrate a keen understanding of the importance of the accurate, professional and timely delivery of each individualized planning project. Restatement Analyst must also demonstrate effective knowledge of ERISA, the Internal Revenue Code, associated regulations and relevant Revenue Procedures as they relate to Defined Contribution plans and the 6-year Defined Contribution restatement cycle.

Job Functions

• Review modifications to plan documents during restatement process for accuracy and completeness


• Assist with manual mapping of special project restatements along with requested updates to plan documents


• Manage creation of restatement packages and process of delivery to meet production and timing goals


• Create Consultant communication channels to efficiently intake prioritization, amendment, termination and client-specific requests and provide support with restatement inquiries and ongoing status updates.


• Implement and test the processes and workflow designed by the DC Restatement Project Manager to ensure project readiness.


• Provide efficient administrative support for the Project Manager and Restatement Team, and perform other duties and special projects as assigned

• Responsible for protecting, securing, and proper handling of all confidential data held by FuturePlan to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to FuturePlan or our clients.


• The I-Client philosophy and the 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.

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").

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