Job Details

Compliance Position

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 will be considered

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 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. 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 careers.ascensus.com/#Benefits.

We are proud to be an Equal Opportunity Employer. Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate from @ascensus.com or @futureplan.com email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.