Subscribe (Free) to
Daily or Weekly Newsletters
Post a Job

Featured Jobs

Client Service Manager

July Business Services
(Remote)

July Business Services logo

DB/CB Retirement Plan Administrator

CMC Pension Professionals
(Remote)

CMC Pension Professionals logo

Retirement Plan Service Representative

DeMars Pension Consulting Services, Inc.
(Overland Park KS / MO)

Defined Contribution Account Manager

Nova 401(k) Associates
(Remote)

Nova 401(k) Associates logo

401k & Defined Contribution Plan Consultant

Planned Retirement Consultant & Administrators, LLC
(Remote / Ridgewood NJ)

Planned Retirement Consultant & Administrators, LLC logo

Senior Defined Contribution Account Manager

Nova 401(k) Associates
(Remote)

Nova 401(k) Associates logo

Senior Benefits Administrator

First Hill Trust Company
(Remote / Seattle WA / Hybrid)

First Hill Trust Company logo

Retirement Plan Administrator

Bates & Company, Inc.
(Remote / Winter Park FL)

Bates & Company, Inc. logo

View More Employee Benefits Jobs

Free Newsletters

“BenefitsLink continues to be the most valuable resource we have at the firm.”

-- An attorney subscriber

Mobile app icon
LinkedIn icon     Twitter icon     Facebook icon

View All Jobs, Sorted by Date


ESOP Consultant

FuturePlan, by Ascensus

in Remote

Logo for FuturePlan, by Ascensus

FuturePlan is the nation’s largest third-party administrator (TPA) of retirement plans, partnering with advisors in all 50 states. FuturePlan 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 FuturePlan team includes more than 500 credentialed plan professionals, 60 actuaries, and one of the industry’s largest in-house ERISA teams. Learn more at FuturePlan.com.

Responsibilities include the following:

  • Responsible for the overall client engagement start to finish.
  • A clear understanding of technical issues, and the ability to clearly demonstrate both orally and in writing.
  • The ability to communicate with Advisors, CPA's, and Attorney’s as it pertains to the plan is a must.
  • Annual expectations for specific work duties include: annual/quarterly valuations, compliance testing, financial and government (Form 5500) reporting, plan audit support and plan document services.
  • Knowledge of legislative regulations of defined contribution plans including, but not limited to, 401(k) and ESOP/KSOPs.
  • Interacts with team members and colleagues at all levels.
  • Documents all procedures and processes.
  • Ensures proper review, sign-off, and quality control of all compliance testing and peer review.
  • MUST Maintain work schedule and monitor work to ensure that deadlines are being met while handling multiple tasks.
  • Review of distributions and loans, testing, Form 5500 and plan documents.
  • Must be a team player AND able to work independently; the ability to perform quality work in a fast-paced environment and meet supported deadlines.

Qualified candidates will possess the following:

  • At least three to five years of experience in ESOP administration.
  • Organization and communication skills are a must.
  • Flexibility to work extended hours, during peak activity months.
  • Government filings such as Form 5500, VCP and DFVCP requests.
  • Compliance tests including: IRC 401(a) general nondiscrimination, ADP/ACP, 410(b) coverage, 416 top heavy tests and 409(p) tests.
  • Strong computer skills, including Microsoft Office (Excel, Outlook and Word)
  • Experience with Relius (Administration and Government Forms) preferred.

The national average salary is $80,000 - $105,000, 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. We do not anticipate that candidates hired will begin at the top of the range however, from time to time, it may occur on a case-by-case basis. 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.

For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual work space and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 25 MBps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Note: For call center roles specifically, it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in close proximity to the router. Please ensure that you are able to meet these expectations before applying.


At Ascensus, we aspire to make a difference for others. We are a technology-enabled services company that helps people save for a better future through our network of institutional, financial advisor, and state partners. Our culture is guided by sound principles, is committed to high standards, operates with transparency, and welcomes diversity—housed within our Core Values: People Matter. Quality First. Integrity Always.®


Ascensus provides equal employment opportunities to all associates and applicants for employment without regard to ancestry, race, color, religion, sex, (including pregnancy, childbirth, breastfeeding and/or related medical conditions), gender, gender identity, gender expression, national origin, age, physical or mental disability, medical condition (including cancer and genetic characteristics), marital status, military or veteran status, genetic information, sexual orientation, criminal conviction record or any other protected category in accordance with applicable federal, state, or local laws (“Protected Status”).

How to Apply

Apply Now


A Verified Employer
FuturePlan, by Ascensus has trusted BenefitsLink to help reach qualified candidates for this opening.

View All Jobs, Sorted by Date


Manage This Listing (employer only)

© 2024 BenefitsLink.com, Inc.