Remote Retirement Plan Compliance Analyst; Evergreen

Remote Retirement Plan Compliance Analyst (Evergreen)

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.
• Read and comprehend retirement plan provisions from plan documents, summaries of plan provisions, and related plan materials to ensure accuracy and compliance with regulations.
• Understand, consider, and apply legislation and regulations, including but not limited to IRS, DOL, and ERISA, when preparing, analyzing, and interpreting information.
• Support DOL, IRS, and large plan audits.
• Support the Plan Consultants in resolving operational and compliance issues related to qualified plans.
• Be responsible for plan administration, compliance, and testing for identified blocks of business.
• Track and monitor job progress to ensure that all necessary data is requested and received in order to meet compliance deadlines.
• Prepare annual valuation and compliance reports for clients.
• Provide detailed consultations with Plan Consultant in drafting plan documents, plan amendments, and other legal documents.
• Support and complete assigned quality assurance reviews.
• Protect, secure, and properly handle 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.
• Show core values of People Matter, Quality First, and Integrity Always® in day‑to‑day actions, supporting 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.
• 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 ability to prioritize, manage tasks, and meet 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 toward associates QPA designation preferred.
• Prior experience with plan administration software, i.e., FT Williams or ASC preferred.

National average salary is $65,000 – $95,000, exclusive of any bonuses and benefits. Other rewards and benefits may include 401(k) match, Medical, Dental, Vision, Paid‑Time‑Off, etc. For more information, please visit benefits page.

We are proud to be an Equal Opportunity Employer.

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