Remote Retirement Plan Compliance Analyst

Remote Retirement Plan Compliance Analyst

Apply for the Remote Retirement Plan Compliance Analyst role at Ascensus
. Future Plan is the nation’s largest third‑party administrator of retirement plans, partnering with advisors in all 50 states. 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 with advanced understanding of all plan types, facilitating complex interactions with Plan Consultants.

• 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 and apply legislation and regulations, including IRS, DOL, and ERISA, when preparing, analyzing, and interpreting information
• Support DOL, IRS, and large plan audits
• Assist 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 all necessary data is requested and received to meet compliance deadlines
• Prepare annual valuation and compliance reports for clients
• Provide detailed consultations with Plan Consultants in drafting plan documents, plan amendments, and other legal documents
• Complete assigned quality assurance reviews
• Protect, secure, and properly handle all confidential data held by Ascensus to prevent unauthorized access, improper transmission, or unapproved disclosure of information that could result in harm to Ascensus or clients
• Demonstrate core values of People Matter, Quality First, and Integrity Always® in day‑to‑day actions
• Assist with other tasks and projects as assigned

• Bachelor’s degree preferred
• 3 to 8+ years of hands‑on retirement plan testing experience
• Experience performing employer calculations
• Experience with Form 5500 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 and ERISA compliance requirements
• Associate holds Retirement Plan Fundamentals certification upon meeting eligibility requirements
• QKA designation preferred but not required
• Involvement or work toward QPA designation preferred
• Prior experience with plan administration software, e.g., FT Williams or ASC, preferred

National average salary is $65,000 - $95,000, exclusive of bonuses and benefits. Salary may vary based on location, experience, performance, and internal alignment. Additional benefits include 401(k) match, medical, dental, vision, paid time off, etc.

We are proud to be an Equal Opportunity Employer.

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