[Hiring] Compliance Manager @Ascensus

Role Description

FiduciaryxChange, by AmericanTCS, provides complete Fiduciary governance to inspire participants to save for a dignified retirement. Defining a retirement plan standard of excellence. This role is part of our committee who meets weekly to discuss various clients who have engaged FiduciaryxChange to serve as the Named Plan Administrator and Named Fiduciary. The goal and objective of the committee is to oversee the operation of each plan to make sure, on an ongoing basis, the plan is operating according to the plan document, Internal Revenue Code, and ERISA.

This position is the primary point of contact for plan sponsors, advisors, and other service providers in coordinating the completion of the responsibilities FxC has been engaged to fulfill.

Location: Remote

Qualifications

• Minimum 4 year Bachelor's Degree from an accredited university
• Minimum 2 years of qualified plan experience

Requirements

• Responds to plan sponsor and participant questions
• Assists in servicing accounts and overseeing participant requests
• Assist in monitoring support and team emails
• Prepare, maintain, and submit recordkeeper access forms for assigned plans
• Payroll uploads for Assigned Plans
• Monthly Monitoring for Assigned Plans
• Force out monitoring and processing and confirmation
• Annual Validation Forms
• YE Compliance Testing Review and any necessary correction confirmations
• Provides information for annual 5500 audit
• Signs 5500 and assists with SPY RFS to sponsors
• Prepares Annual Plan Assessments
• Prepares year end oversight documents
• Completes 404(a)(5) and 408(b)(2) assessments
• Plan Notice Management
• Completes annual and interim notices and disclosures via Plan Notice-Assigned Plans

Company Description

AmericanTCS, recently integrated as part of Ascensus, has forged a lasting legacy for more than 50 years, embodying strength and resilience while championing change and innovation across the retirement industry. We provide a diverse range of tailored retirement plan solutions that symbolize resilience, versatility and strength.