Plan Document Specialist

Future Plan is the nation’s largest third-party administrator (TPA) of retirement plans, partnering with advisors in all 50 states. Future Plan 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 Future Plan team includes more than 500 credentialed plan professionals, 60 actuaries, and one of the industry’s largest in-house ERISA teams. Learn more at

• Responsible for the following tasks related to basic to medium complexity retirement plans:
  • Draft plan document including new plan documents and plan restatements
  • Draft plan amendments
  • Prepare/update Summary of Plan Description and other related documents
  • Prepare IRS submissions
  • Prepare plan termination documents and submissions
• Prepare annual notices
• Perform technical research to answer compliance questions or resolve compliance issues
• Work with Relationship Consultant to ensure signed documents are accurate and received timely
• Complete assigned projects timely, accurately and in a cost effectively manner
• Proactively participate in process improvement and innovation of current systems
• Ensure client plan document files and records are organized and up to date
• Commitment to ongoing pension education along with staying current with regulations and law changes
• Enter consulting time in timekeeping system daily
• Update workflow system daily
• Perform Special projects
• Other duties as assigned

• Excellent verbal and written communication skills, including the ability to communicate technical ideas
• Must possess strong organizational skills
• Must have knowledge of a variety of computer software applications in word processing, spreadsheets and database software
• Self-starter who will take responsibility for completing tasks in a timely fashion
• Work requires continual attention to detail in reviewing materials, managing multiple projects, establishing priorities and meeting deadlines
• Dependable with excellent follow through on commitments and responsibilities
• Conceptual and analytical
• Ability to work in a team environment and also work independently as appropriate
• Ability to work in fast paced, ever changing office environment
• Must be willing to maintain a flexible work schedule and work overtime as needed

• A minimum of 2 years of retirement plan administration experience or equivalent preferred

• None

• Must be able to sit for long periods (at least 8 hours per day).
• Must be able to work on a computer at least 8 hours per day (includes looking at a monitor, and typing using a keyboard and mouse).

• B.A. or B.S. degree preferred
• ASPPA designation or actuarial exams preferred

We are proud to be an equal opportunity employer.