Remote Retirement Plan Compliance Analyst

Remote Retirement Plan Compliance Analyst

Join to apply for the Remote Retirement Plan Compliance Analyst role at Ascensus
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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.

• Compliance position that has an advanced understanding of all plan types and facilitates more complex interactions with the Plan Consultants.

• Ability to successfully complete and support the work outlined for the Compliance Associate roles.
• Reads and comprehends retirement plan provisions from plan documents, summaries of plan provisions, and related plan materials to ensure accuracy and compliance with regulations.
• Understands, considers and applies legislation and regulations, including but not limited to IRS, DOL, and ERISA, when preparing, analyzing and interpreting information.
• Supports DOL, IRS, and Large plan audits.
• Supports the Plan Consultants in resolving operational and compliance issues related to qualified plans.
• Is responsible for plan administration, compliance and testing for identified blocks of business.
• Tracks and monitors job progress to ensure that all necessary data is requested and received in order to meet compliance deadlines.
• Prepares annual valuation and compliance reports for Clients.
• Provides detailed consultations with Plan Consultant in drafting plan documents, plan amendments, and other legal documents.
• Supports and completes assigned quality assurance reviews.
• 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.
• Assist with other tasks and projects as assigned.

• Bachelor’s degree preferred.
• 3 to 8+ years of hands‑on Retirement plan testing experience.
• Experience doing Employer Calculations.
• Must have experience with 5500’s and other relevant documents.
• Experience with cash basis and/or trust accounting.
• Strong Word, Excel, and Outlook skills.
• Strong written and oral communication skills.
• Strong analytical and problem‑solving skills.
• Strong attention to detail and the ability to prioritize, manage tasks and meet deadlines in connection with business operations, including related ERISA compliance matters.
• Associate holds Retirement Plan Fundamentals certification upon meeting eligibility requirements.
• QKA designation preferred but not required.
• Involvement or work towards associates QPA designation preferred.
• Prior experience with plan administration software, i.e. FT Williams or ASC preferred.

The national average salary is $65,000 - $95,000, exclusive of any bonuses and benefits. This salary range represents the low and high end for this position. Actual salary offered will vary and may be above or below the range based on various factors including but not limited to location, experience, performance, and internal pay alignment. Other rewards and benefits may include: 401(k) match, Medical, Dental, Vision, Paid‑Time‑Off, etc.

For more information, please visit

We are proud to be an Equal Opportunity Employer.

Seniority level:
Mid‑Senior level

Employment type:

Full‑time

Job function:
Legal