K/Cash Balance Combo Retirement Plan Administrator
Listed on 2026-08-25
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Finance & Banking
Financial Analyst, Financial Reporting, Financial Advisor / Consultant
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
Position Summary
Timely and accurate completion of contribution calculations and annual nondiscrimination testing for small to medium combo 401(k)/Cash Balance plans. Be a technical resource for consultants and other team members.
Section 2:Job Functions,
Essential Duties and Responsibilities
- Review employee census data and prepare questions for the client as needed
- Perform nondiscrimination testing including ADP/ACP, 410(b), 401(a)(4), and 401(a)(26) for small to medium size 401(k)/cash balance combo plans of intermediate complexity
- Calculate options for failed tests with minimal assistance
- Complete DC balance forward valuations and related journals and participant statements
- Calculate cash balance contributions and earnings, and prepare journals and participant statements
- Perform self-employment income calculations
- Perform year-end estimates and plan design studies and projections
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