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.
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