401(k)/Cash Balance Combo Retirement Plan Administrator
Ascensus · Indiana, United States · 1 mo ago
RemoteRemoteFinance$55k–$90k/yrFull-time
We need to output HTML fragment with sections: h3 headings for sections present with content. Must not repeat job title. Must not include Job ID etc. Must preserve all substantive info, remove boilerplate (cookie/navigation/legal/EEO/equal-opportunity/scam-warning, duplicated lines, application instructions). Also must not include sections like Pay/Schedule/Benefits unless posting actually states them. The posting includes: "The national average salary range for this role is $55K-90K in base pay, exclusive of any bonuses and benefits." That's pay info. Also "Other rewards and benefits may include: 401(k) match, Medical, Dental, Vision, Paid-Time-Off, etc." So we have Pay and Benefits info. Also schedule? Not mentioned. So we should include Pay and Benefits sections. Also maybe "Supervision N/A" is minor metadata; we can fold into a short p or drop. Probably drop.
We need sections: About the role? Not present. Responsibilities (Section 2). Requirements (Section 3). Qualifications? Not separate. Skills? Could be part of Requirements. Benefits (we have). Pay (we have). Schedule? Not present, so omit.
We also have a brief intro about FuturePlan (company description). Could be "About the role"? Not exactly. Could be a brief description paragraph before responsibilities. We could put that as a for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we can include About the role if we have content. The intro about FuturePlan could be considered About the role? Might be better to treat as a brief overview paragraph before sections, not a heading. But we could add an "About the role" heading with that paragraph. However the instruction: "Prefer a few substantive sections over many thin ones." So maybe we combine company description into a paragraph without heading. But they gave examples of headings; not required to use all. We'll include sections where we have real content: Responsibilities, Requirements, Benefits, Pay. Possibly also "About the role" with the company description. Let's include About the role as a heading with the company description paragraph.
We must not repeat job title. No Job ID.
We must preserve all substantive information: need to include all duties from Section 2, all requirements from Section 3, pay range, benefits list, remote work requirements (internet speed, workspace, etc.)? Those are part of job description; they are substantive. Should we include them under a section? Could be part of Responsibilities or Requirements? They are more about work environment. Could be included under a heading like "Work Environment" but not in allowed headings list. The allowed headings list is examples; we could still use other headings? The instruction: "use
before sections. The instruction: use
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we can include About the role if we have content. The intro about FuturePlan could be considered About the role? Might be better to treat as a brief overview paragraph before sections, not a heading. But we could add an "About the role" heading with that paragraph. However the instruction: "Prefer a few substantive sections over many thin ones." So maybe we combine company description into a paragraph without heading. But they gave examples of headings; not required to use all. We'll include sections where we have real content: Responsibilities, Requirements, Benefits, Pay. Possibly also "About the role" with the company description. Let's include About the role as a heading with the company description paragraph.
We must not repeat job title. No Job ID.
We must preserve all substantive information: need to include all duties from Section 2, all requirements from Section 3, pay range, benefits list, remote work requirements (internet speed, workspace, etc.)? Those are part of job description; they are substantive. Should we include them under a section? Could be part of Responsibilities or Requirements? They are more about work environment. Could be included under a heading like "Work Environment" but not in allowed headings list. The allowed headings list is examples; we could still use other headings? The instruction: "use for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)." It suggests we should use those headings for sections; but we could also use other headings if needed? Safer to stick to those. Where to put remote work requirements? Could be part of Responsibilities? Not exactly. Could be part of Requirements? Maybe under Requirements as bullet. But they are not experience/skills. Could be under "About the role"? Might be okay to include as a paragraph under About the role.
We must not include boilerplate like EEO, scam warning, etc. So remove those paragraphs.
We must not include duplicated lines.
Let's extract content.
Company description:
"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."
We can keep that as About the role paragraph.
Position Summary (Section 1): "Timely and accurate completion of contribution calculations and annual nondiscrimination testing for small to medium combo 401(k)/Cash Balance plans. Be a technical resource for consultants and other team members."
That could be part of About the role or Responsibilities. We'll include as a paragraph under About the role maybe.
Responsibilities (Section 2): list each duty.
Let's list them as - items.
Duties:
- 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, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients.
- At Ascensus we are guided by our Core Values of People Matter, Quality First and Integrity Always®. They inspire us every day to prioritize an environment of respect for those we serve and one another and should be visible in your actions on a day-to-day.
- Supervision N/A (maybe drop)
We should keep the core values sentence.
Requirements (Section 3): list.
- Minimum of 3 years of experience administering 401(k)/Profit Sharing/Cash Balance plans
- Intermediate to advanced experience performing DC nondiscrimination testing including carve-outs, new comparability, gateway, and top-heavy
- Hands-on cash balance experience (calculating hypothetical contributions, performing 401(a)(26) and combo DC/CB nondiscrimination testing).
- Intermediate to advanced understanding of retirement plan regulations
- Strong verbal and written communication skills, with the ability to clearly explain technical concepts
- 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.
- ASPPA CPC or QPA designation preferred
- Availability to work overtime when business needs require
- Comfortable working in a fast-paced remote environment
- 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.
We need to decide whether to keep the remote work requirements. It's substantive. Could be part of Requirements as bullet points. We'll include as a paragraph under Requirements maybe.
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."
Benefits: "Other rewards and benefits may include: 401(k) match, Medical, Dental, Vision, Paid-Time-Off, etc. For more information, please visit careers.ascensus.com/#Benefits"
We should include Benefits section with list.
We must not include application instructions like "please visit careers.ascensus.com/#Benefits" maybe that's okay as part of benefits description. Not application instruction.
We must not include EEO etc. Remove.
Now produce HTML fragment.
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.
Timely and accurate completion of contribution calculations and annual nondiscrimination testing for small to medium combo 401(k)/Cash Balance plans. Be a technical resource for consultants and other team members.
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, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients.
- At Ascensus we are guided by our Core Values of People Matter, Quality First
- items.
Duties:
- 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, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients.
- At Ascensus we are guided by our Core Values of People Matter, Quality First and Integrity Always®. They inspire us every day to prioritize an environment of respect for those we serve and one another and should be visible in your actions on a day-to-day.
- Supervision N/A (maybe drop)
We should keep the core values sentence.
Requirements (Section 3): list.
- Minimum of 3 years of experience administering 401(k)/Profit Sharing/Cash Balance plans
- Intermediate to advanced experience performing DC nondiscrimination testing including carve-outs, new comparability, gateway, and top-heavy
- Hands-on cash balance experience (calculating hypothetical contributions, performing 401(a)(26) and combo DC/CB nondiscrimination testing).
- Intermediate to advanced understanding of retirement plan regulations
- Strong verbal and written communication skills, with the ability to clearly explain technical concepts
- 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.
- ASPPA CPC or QPA designation preferred
- Availability to work overtime when business needs require
- Comfortable working in a fast-paced remote environment
- 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.
We need to decide whether to keep the remote work requirements. It's substantive. Could be part of Requirements as bullet points. We'll include as a paragraph under Requirements maybe.
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."
Benefits: "Other rewards and benefits may include: 401(k) match, Medical, Dental, Vision, Paid-Time-Off, etc. For more information, please visit careers.ascensus.com/#Benefits"
We should include Benefits section with list.
We must not include application instructions like "please visit careers.ascensus.com/#Benefits" maybe that's okay as part of benefits description. Not application instruction.
We must not include EEO etc. Remove.
Now produce HTML fragment.
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.
Timely and accurate completion of contribution calculations and annual nondiscrimination testing for small to medium combo 401(k)/Cash Balance plans. Be a technical resource for consultants and other team members.
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, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients.
- At Ascensus we are guided by our Core Values of People Matter, Quality First