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Compliance Plan Manager

American TCS, an Ascensus company

(Remote / PA)

AmericanTCS, recently integrated as part of Ascensus, has forged a lasting legacy for more than 50 years, embodying strength and resilience while championing change and innovation across the retirement industry. We provide a diverse range of tailored retirement plan solutions that symbolize resilience, versatility and strength.

Job Summary

FiduciaryxChange, by AmericanTCS, provides complete Fiduciary governance to inspire participants to save for a dignified retirement. Defining a retirement plan standard of excellence. This role is part of our committee who meets weekly to discuss various clients who have engaged FiduciaryxChange to serve as the Named Plan Administrator and Named Fiduciary. The goal and objective of the committee is to oversee the operation of each plan to make sure, on an ongoing basis, the plan is operating according to the plan document, Internal Revenue Code, and ERISA.

This position is the primary point of contact for plan sponsors, advisors, and other service providers in coordinating the completion of the responsibilities FxC has been engaged to fulfill.

Essential Functions of the Job

Responsibilities

• Responds to plan sponsor and participant questions
• Assists in servicing accounts and overseeing participant requests
• Assist in monitoring support and team emails
• Prepare, maintain, and submit recordkeeper access forms for assigned plans
• Payroll uploads for Assigned Plans
• Monthly Monitoring for Assigned Plans
• Force out monitoring and processing and confirmation
• Annual Validation Forms
• YE Compliance Testing Review and any necessary correction confirmations
• Provides information for annual 5500 audit
• Signs 5500 and assists with SPY RFS to sponsors
• Prepares Annual Plan Assessments
• Prepares year end oversight documents
• Completes 404(a)(5) and 408(b)(2) assessments
• Provides information for annual 5500 audit
• Plan Notice Management
• Completes annual and interim notices and disclosures via Plan Notice-Assigned Plans

Supervisory Responsibilities

• There may be supervisory responsibilities in the future.

Skills/Abilities

• 2 years Fiduciary Administration experience
• Preferred certification(s) QKA, CPFA, CkP, AIF
• Strong interpersonal skills.
• Excellent oral and written communication skills.
• Ability to organize, prioritize, and manage multiple tasks within established timeframe.
• Excellent analytical and critical thinking skills.
• Exceptional skills in Microsoft Office Suite, Excel, preferred. Being familiar with Microsoft Word
• and Adobe Acrobat a plus.

Qualifications

• Minimum 4 year Bachelors Degree from an accredited university
• Minimum 2 years of qualified plan experience

Physical Requirements

• Sitting: Frequent
• Standing, Bending, Twisting: Occasional
• Computer Use: Constant
• Lifting up to 20 pounds: Occasional
• Lifting more than 20 pounds: Occasional

Disclaimer

The above describes the general nature and level of work assigned and is not an exhaustive list. More detailed listing of duties inherent in this position may be outlined in supplemental documents (e.g. responsibilities and objectives, or procedures). This document is subject to change at the discretion of EdgeCo Holdings.

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.

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. No associate is permitted to work at a location outside the United States for any length of time, except for approved business travel on a limited basis. Exempt Associates traveling outside the United States on personal travel or while on PTO may work on a limited basis (e.g., occasionally checking and responding to business-critical emails or dialing into business-critical meetings) from their personal devices but not from a company-provided computer.

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

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