Retirement Plan Coordinator, Futureplan

FuturePlan

Form 5500 review and signing
Maintain plan documents
Monitor plan contributions
The Retirement Plan Coordinator is responsible for certain day-to-day operational duties of the plan as a co-plan administrator, including monitoring and oversight related to key areas of plan administration for 100-200 plans

Job Summary

  • The Retirement Plan Coordinator is responsible for certain day-to-day operational duties of the plan as a co-plan administrator, including monitoring and oversight related to key areas of plan administration for 100-200 plans.
  • Responsibilities include reviewing and signing Form 5500, maintaining plan documents, ensuring timely distribution of required participant notices, and monitoring plan contributions for timely submission and correction processes.
  • The role requires protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information.

Matching Summary

The Retirement Plan Coordinator is responsible for certain day-to-day operational duties of the plan as a co-plan administrator, including monitoring and oversight related to key areas of plan administration for 100-200 plans.

Skills & Requirements

Must-have

  • Form 5500 review and signing
  • Maintain plan documents
  • Monitor plan contributions
  • Process participant distributions and loans
  • Ensure timely participant enrollment

Nice-to-have

  • High-touch personalized service
  • Organizational culture support
  • Integrity Always® core value

Key Requirements

  • 3 to 5 years of retirement plan experience
  • Bachelor’s degree preferred
  • Attention to detail required
  • Works independently

Work Rights

Not specified

Tailored Resume

Cover Letter