401(k)/Cash Balance Combo Retirement Plan Administrator
Ascensus · Indianapolis, IN · 1 mo ago
RemoteRemoteFinance$55k–$90k/yrFull-time
We need to output HTML fragment with sections: h3 headings using for sections like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We must not repeat job title as heading. We need to include sections only if posting has real specific content. We must preserve all substantive info, not invent or summarize away detail. Remove boilerplate, navigation, legal, EEO, scam warning, duplicated lines, application instructions.
We need to parse the posting.
Let's extract content:
- Intro paragraph about FuturePlan: "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."
That's about the company, could be "About the role"? Actually "About the role" is typical heading for position summary. But we have Section 1: Position Summary. So we can put that under
for sections like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We must not repeat job title as heading. We need to include sections only if posting has real specific content. We must preserve all substantive info, not invent or summarize away detail. Remove boilerplate, navigation, legal, EEO, scam warning, duplicated lines, application instructions.
We need to parse the posting.
Let's extract content:
- Intro paragraph about FuturePlan: "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."
That's about the company, could be "About the role"? Actually "About the role" is typical heading for position summary. But we have Section 1: Position Summary. So we can put that under About the role
maybe. Or we could use "Position Summary". The instruction says use for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we should use those exact headings if content matches. So we need to map content to these headings.
We have:
- Position Summary (Section 1) -> could be "About the role". Use About the role
and include the summary text.
- Job Functions, Essential Duties and Responsibilities (Section 2) -> corresponds to "Responsibilities". Use Responsibilities
and list duties as - .
- Experience, Skills, Knowledge Requirements (Section 3) -> could be "Requirements" or "Qualifications" and "Skills". We need to decide. The instruction says prefer a few substantive sections over many thin ones. We could combine Requirements and Skills into one section? But we have headings for Requirements, Qualifications, Skills. We could split: Requirements (experience), Skills (technical skills). However we must not create sections with filler. We have content: Minimum of 3 years experience administering 401(k)/Profit Sharing/Cash Balance plans; intermediate to advanced experience performing DC nondiscrimination testing... Hands-on cash balance experience... Intermediate to advanced understanding of retirement plan regulations; Strong verbal and written communication skills... Attention to detail... Strong analytical and problem-solving abilities; Intermediate proficiency in Excel; Basic accounting skills; Ability to work independently... Self-starter... Ability to manage multiple priorities... Reliable and accountable... Commitment to professional development... ASPPA CPC or QPA designation preferred; Availability to work overtime... Comfortable working in a fast-paced remote environment; plus remote work requirements (internet speed, workspace, etc). Also mention Supervision N/A (maybe ignore). Also mention Core Values etc.
We could put experience and qualifications under "Requirements". Skills under "Skills". But we need to avoid thin sections. Perhaps combine Requirements and Skills into one section "Requirements" that includes both experience and skills. But we have separate headings allowed; we could still use both if content is substantive. Let's see if we have enough for each.
Requirements: Minimum of 3 years experience administering plans; intermediate to advanced experience performing DC nondiscrimination testing; hands-on cash balance experience; intermediate to advanced understanding of retirement plan regulations; ASPPA CPC or QPA designation preferred; Availability to work overtime; Comfortable working in a fast-paced remote environment; remote work requirements (internet speed, workspace). That's substantive.
Skills: Strong verbal and written communication skills; Attention to detail and accuracy; Strong analytical and problem-solving abilities; Intermediate proficiency in Excel; Basic accounting skills; Ability to work independently as well as collaborate with others; Self-starter with strong organization, time management, and project management skills; Ability to manage multiple priorities and adjust to changing business needs; Reliable and accountable with a proven ability to follow through on commitments and responsibilities; Commitment to professional development and retirement industry education.
That's also substantive.
Thus we can have both sections.
Benefits: The posting mentions "Other rewards and benefits may include: 401(k) match, Medical, Dental, Vision, Paid-Time-Off, etc." Also mentions "national average salary range for this role is $55K-90K in base pay, exclusive of any bonuses and benefits." That's Pay info. So we need Benefits and Pay sections.
Schedule: Not mentioned explicitly. No schedule info. So we should not create Schedule section.
We also have "Learn more at FuturePlan.com." That's part of About the role maybe.
We need to remove boilerplate: "We are proud to be an Equal Opportunity Employer", "Be aware of employment fraud.", etc. Also remove "Supervision N/A". Also remove "Note: For call center roles specifically..." etc? That's part of remote work requirements but it's specific to call center roles; but it's still part of posting. However it's about call center roles specifically; but we are not a call center role. Might be considered boilerplate but it's still part of the posting. The instruction: Remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. The "Be aware of employment fraud." is scam-warning boilerplate, remove. The "We are proud to be an Equal Opportunity Employer" is EEO boilerplate, remove. The "Learn more at FuturePlan.com." is not boilerplate; it's a reference. Keep.
The remote work requirements: "For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual workspace and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 25 Mbps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Note: For call center roles specifically, it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in close proximity to the router. Please ensure that you are able to meet these expectations before applying."
This is part of the job posting, not boilerplate; it's specific to remote work expectations. Should we keep? It's not about benefits/pay/schedule but about remote work conditions. Could be considered part of Requirements or maybe a separate section like "Work Environment". But we only have allowed headings list; we could incorporate into Requirements or Skills? Probably better to include under Requirements as part of "Availability to work overtime when business needs require" and remote work expectations. We'll keep that content.
We must not include application instructions like "Please ensure that you are able to meet these expectations before applying." That's somewhat instructional but it's part of remote work expectations. Might be considered application instruction? The instruction says remove application instructions. This line is telling applicant to ensure they can meet expectations before applying. That's arguably an application instruction. Safer to remove that sentence. But we can keep the remote work requirements themselves (internet speed, workspace, family care). The line "Please ensure that you are able to meet these expectations before applying." is an instruction to apply; we can drop it.
Also "If you are unsure of your internet speed, please check with your service provider." That's also instructional. Might be considered application instruction. Might drop as well. But the core requirement is the internet speed requirement. We'll keep the requirement statements but drop the advisory sentences.
Similarly "Note: For call center roles specifically..." is a note; we could keep as it's a requirement for call center roles, but not relevant; maybe drop as it's not applicable. Safer to drop.
Thus we will keep: "For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual workspace and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 25 Mbps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required."
We'll keep that as part of Requirements.
Now Benefits: "Other rewards and benefits may include: 401(k) match, Medical, Dental, Vision, Paid-Time-Off, etc." Also maybe mention "For more information, please visit careers.ascensus.com/#Benefits". That's a link; we could keep as reference but it's basically instruction to visit. Might be considered application instruction? It's a reference for more info. Might keep as part of Benefits.
Pay: "The national average salary range for this role is $55K-90K in base pay, exclusive of any bonuses and benefits. This base salary range represents the low and high end of the salary range for this position. Actual salary offered will vary and may be above or below the range based on various factors including but not limited to location, experience, performance, and internal pay alignment. We do not anticipate that candidates hired will begin at the top of the range however, from time to time, it may occur on a case-by-case basis."
We need to preserve all substantive info; we can keep that paragraph.
Now we need to output HTML fragment only, no /, no markdown.
We'll structure:
About the role
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
- Review employee census data and prepare questions for the client as needed
- Perform nondiscrimination testing including ADP/ACP, 410(b), 401(a)(4), and 401(a)(26) for small to medium size 401(k)/cash balance combo plans of intermediate complexity
- Calculate options for failed tests with minimal assistance
- Complete DC balance forward valuations and related journals and participant statements
- Calculate cash balance contributions and earnings, and prepare journals and participant statements
- Perform self-employment income calculations
- Perform year-end estimates and plan design studies and projections
- Perform and review trust accounting and Forms 5500-SF
- Perform technical research and assist consultants with compliance and plan design issues
- Identify consulting opportunities and propose recommendations to add value
- Recommend and support improvements to testing procedures and programs, including testing of new systems and writing procedures
- Actively participate in team meetings and collaborative discussions
- Provide backup support and additional tasks as assigned
- Independently manage assigned workload and update workflow system daily
- Complete projects accurately, efficiently, and timely
- Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission
About the role
and include the summary text. - Job Functions, Essential Duties and Responsibilities (Section 2) -> corresponds to "Responsibilities". UseResponsibilities
and list duties as- .
- Experience, Skills, Knowledge Requirements (Section 3) -> could be "Requirements" or "Qualifications" and "Skills". We need to decide. The instruction says prefer a few substantive sections over many thin ones. We could combine Requirements and Skills into one section? But we have headings for Requirements, Qualifications, Skills. We could split: Requirements (experience), Skills (technical skills). However we must not create sections with filler. We have content: Minimum of 3 years experience administering 401(k)/Profit Sharing/Cash Balance plans; intermediate to advanced experience performing DC nondiscrimination testing... Hands-on cash balance experience... Intermediate to advanced understanding of retirement plan regulations; Strong verbal and written communication skills... Attention to detail... Strong analytical and problem-solving abilities; Intermediate proficiency in Excel; Basic accounting skills; Ability to work independently... Self-starter... Ability to manage multiple priorities... Reliable and accountable... Commitment to professional development... ASPPA CPC or QPA designation preferred; Availability to work overtime... Comfortable working in a fast-paced remote environment; plus remote work requirements (internet speed, workspace, etc). Also mention Supervision N/A (maybe ignore). Also mention Core Values etc.
We could put experience and qualifications under "Requirements". Skills under "Skills". But we need to avoid thin sections. Perhaps combine Requirements and Skills into one section "Requirements" that includes both experience and skills. But we have separate headings allowed; we could still use both if content is substantive. Let's see if we have enough for each.
Requirements: Minimum of 3 years experience administering plans; intermediate to advanced experience performing DC nondiscrimination testing; hands-on cash balance experience; intermediate to advanced understanding of retirement plan regulations; ASPPA CPC or QPA designation preferred; Availability to work overtime; Comfortable working in a fast-paced remote environment; remote work requirements (internet speed, workspace). That's substantive.
Skills: Strong verbal and written communication skills; Attention to detail and accuracy; Strong analytical and problem-solving abilities; Intermediate proficiency in Excel; Basic accounting skills; Ability to work independently as well as collaborate with others; Self-starter with strong organization, time management, and project management skills; Ability to manage multiple priorities and adjust to changing business needs; Reliable and accountable with a proven ability to follow through on commitments and responsibilities; Commitment to professional development and retirement industry education.
That's also substantive.
Thus we can have both sections.
Benefits: The posting mentions "Other rewards and benefits may include: 401(k) match, Medical, Dental, Vision, Paid-Time-Off, etc." Also mentions "national average salary range for this role is $55K-90K in base pay, exclusive of any bonuses and benefits." That's Pay info. So we need Benefits and Pay sections.
Schedule: Not mentioned explicitly. No schedule info. So we should not create Schedule section.
We also have "Learn more at FuturePlan.com." That's part of About the role maybe.
We need to remove boilerplate: "We are proud to be an Equal Opportunity Employer", "Be aware of employment fraud.", etc. Also remove "Supervision N/A". Also remove "Note: For call center roles specifically..." etc? That's part of remote work requirements but it's specific to call center roles; but it's still part of posting. However it's about call center roles specifically; but we are not a call center role. Might be considered boilerplate but it's still part of the posting. The instruction: Remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. The "Be aware of employment fraud." is scam-warning boilerplate, remove. The "We are proud to be an Equal Opportunity Employer" is EEO boilerplate, remove. The "Learn more at FuturePlan.com." is not boilerplate; it's a reference. Keep.
The remote work requirements: "For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual workspace and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 25 Mbps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Note: For call center roles specifically, it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in close proximity to the router. Please ensure that you are able to meet these expectations before applying."
This is part of the job posting, not boilerplate; it's specific to remote work expectations. Should we keep? It's not about benefits/pay/schedule but about remote work conditions. Could be considered part of Requirements or maybe a separate section like "Work Environment". But we only have allowed headings list; we could incorporate into Requirements or Skills? Probably better to include under Requirements as part of "Availability to work overtime when business needs require" and remote work expectations. We'll keep that content.
We must not include application instructions like "Please ensure that you are able to meet these expectations before applying." That's somewhat instructional but it's part of remote work expectations. Might be considered application instruction? The instruction says remove application instructions. This line is telling applicant to ensure they can meet expectations before applying. That's arguably an application instruction. Safer to remove that sentence. But we can keep the remote work requirements themselves (internet speed, workspace, family care). The line "Please ensure that you are able to meet these expectations before applying." is an instruction to apply; we can drop it.
Also "If you are unsure of your internet speed, please check with your service provider." That's also instructional. Might be considered application instruction. Might drop as well. But the core requirement is the internet speed requirement. We'll keep the requirement statements but drop the advisory sentences.
Similarly "Note: For call center roles specifically..." is a note; we could keep as it's a requirement for call center roles, but not relevant; maybe drop as it's not applicable. Safer to drop.
Thus we will keep: "For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual workspace and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 25 Mbps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required."
We'll keep that as part of Requirements.
Now Benefits: "Other rewards and benefits may include: 401(k) match, Medical, Dental, Vision, Paid-Time-Off, etc." Also maybe mention "For more information, please visit careers.ascensus.com/#Benefits". That's a link; we could keep as reference but it's basically instruction to visit. Might be considered application instruction? It's a reference for more info. Might keep as part of Benefits.
Pay: "The national average salary range for this role is $55K-90K in base pay, exclusive of any bonuses and benefits. This base salary range represents the low and high end of the salary range for this position. Actual salary offered will vary and may be above or below the range based on various factors including but not limited to location, experience, performance, and internal pay alignment. We do not anticipate that candidates hired will begin at the top of the range however, from time to time, it may occur on a case-by-case basis."
We need to preserve all substantive info; we can keep that paragraph.
Now we need to output HTML fragment only, no /, no markdown.
We'll structure:
About the role
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
- Review employee census data and prepare questions for the client as needed
- Perform nondiscrimination testing including ADP/ACP, 410(b), 401(a)(4), and 401(a)(26) for small to medium size 401(k)/cash balance combo plans of intermediate complexity
- Calculate options for failed tests with minimal assistance
- Complete DC balance forward valuations and related journals and participant statements
- Calculate cash balance contributions and earnings, and prepare journals and participant statements
- Perform self-employment income calculations
- Perform year-end estimates and plan design studies and projections
- Perform and review trust accounting and Forms 5500-SF
- Perform technical research and assist consultants with compliance and plan design issues
- Identify consulting opportunities and propose recommendations to add value
- Recommend and support improvements to testing procedures and programs, including testing of new systems and writing procedures
- Actively participate in team meetings and collaborative discussions
- Provide backup support and additional tasks as assigned
- Independently manage assigned workload and update workflow system daily
- Complete projects accurately, efficiently, and timely
- Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission