Retirement Plan Coordinator; Defined

Retirement Plan Coordinator (Defined Benefit)

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

The Retirement Plan Coordinator is responsible for certain day-to-day operational duties of the plan as a co-plan administrator. This includes monitoring and oversight related to key areas of plan administration for 100‑200 plans.

As a co‑plan administrator, the Retirement Plan Coordinator manages routine operations, ensuring compliance and accurate management across a portfolio of retirement plans.

• Review and sign Form 5500. If changes are required, ensure those are complete before e‑signing.
• Maintain plan documents.
• Create reports from the recordkeeper and work with clients to ensure forfeiture account assets are used timely and in accordance with the terms of the plan document.
• Ensure distribution of all required participant notices for newly eligible participants and annually for all participants by leveraging the recordkeeper process or mailing/emailing notices directly to participants.
• Generate a report from the recordkeeper to monitor and ensure plan contributions are submitted timely. If plan contributions are not submitted timely, ensure the correction process is completed to include lost earnings are calculated and deposited. This could also include employee communication.
• Review data from the recordkeeper to monitor and ensure terminated participants are forced out of the plan.
• Monitor and ensure distributions and loans are processed timely.
• Produce a report from the recordkeeper to monitor and ensure newly eligible participants are offered the plan and enrolled. If participants are not offered the plan timely, ensure the correction process is completed so the plan remains compliant.
• 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.
• Demonstrate the I-Client service philosophy and the Core Values of People Matter, Quality First and Integrity Always® visible in day‑to‑day actions, supporting our organizational culture.
• Assist with other tasks and projects as assigned.

• 3 to 5 years of retirement plan experience.
• Bachelor’s degree preferred.
• Attention to detail required.
• Works independently.

We are proud to be an Equal Opportunity Employer.

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• Mid‑Senior level

• Full‑time

• Human Resources

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