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

• Report to Manager, Plan Document Services

• 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 rẹ 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).

• ASPPA designation or actuarial exams preferred

We are proud to be an equal opportunity employer.

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