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.
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
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.