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Retirement Plan Consultant - ESOP

FuturePlan, by Ascensus

in Remote

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.

ESOP Experience Preferred

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.

At Ascensus, we aspire to make a difference for others. We are a technology-enabled services company that helps people save for retirement, education, and healthcare 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.®

As a leading independent recordkeeping services partner, retirement plan third-party administrator, and government savings facilitator, we aim to hire associates who find pride in going to work every day knowing that they help more than 12 million people save for what matters.

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”). 

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