Job Summary

• FuturePlan is the nation’s largest third-party administrator (TPA) of retirement plans, partnering with advisors in all 50 states.
• This compliance position requires an advanced understanding of all plan types and facilitates more complex interactions with Plan Consultants.
• Other rewards and benefits may include: 401(k) match, Medical, Dental, Vision, Paid-Time-Off, etc.

Matching Summary

Salary

Base: $65,000 - $95,000; Bonus/Equity: Not specified; Benefits: 401(k) match, Medical, Dental, Vision, Paid-Time-Off

Skills & Requirements

Key Requirements

• 3 to 8+ years of hands-on Retirement plan testing experience
• Experience doing Employer Calculations
• Experience with 5500’s and other relevant documents
• Associate holds Retirement Plan Fundamentals certification
• QKA designation preferred but not required
• Prior experience with plan administration software preferred

Work Rights