401(k)/Cash Balance Combo Retirement Plan Administrator
for headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections when posting has real specific content.
We need to parse the posting.
First part: description of FuturePlan etc. That's about the company, maybe "About the role"? Actually "Position Summary" is Section 1: Position Summary. That's a brief description of role. Could be "About the role". We'll include that.
Section 2: Job Functions, Essential Duties and Responsibilities: list of duties. We'll put under Responsibilities
with - items.
Section 3: Experience, Skills, Knowledge Requirements: includes experience, skills, knowledge. Could be split into Requirements, Qualifications, Skills. We need to decide.
We have: 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; plus remote work requirements (internet speed, workspace). Also mention supervision N/A (ignore). Also mention Core Values etc maybe not needed.
We need to decide sections: Could have
Requirements
for experience and qualifications; Skills
for skills; Qualifications
maybe for ASPPA designation etc. But we should avoid thin sections. Perhaps combine experience and qualifications into Requirements, and skills into Skills. Also Benefits and Pay: we have salary range: "The national average salary range for this role is $55K-90K in base pay, exclusive of any bonuses and benefits." Also "Other rewards and benefits may include: 401(k) match, Medical, Dental, Vision, Paid-Time-Off, etc." So we have Pay and Benefits sections.
Schedule: Not mentioned. No schedule info. So we omit Schedule.
We also have remote work requirements (internet speed, workspace). Could be part of Requirements or maybe a separate section? Not listed as a standard heading; we could include under Requirements as a bullet.
We must not include boilerplate like EEO, fraud warnings, application instructions, etc. Remove those.
We must preserve all substantive information. So we need to include the company description? The instruction: "Do NOT repeat the job title as a heading (the page already shows it) and do NOT put Job ID / requisition numbers as headings — fold minor metadata into a short or drop it." The company description at start is not a heading; we could include as a short
before sections? The instruction says output ONLY the HTML fragment. It didn't forbid a leading paragraph. It says use
for section headings, - for any list,
for prose. So we can have a
with the company overview (FuturePlan description). Then sections.
We need to include all substantive info: company description, position summary, responsibilities list, experience/skills/qualifications, pay, benefits, remote work requirements (maybe under Requirements). Also note about supervision N/A we can drop.
Let's craft.
First paragraph: 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.
Then Position Summary: "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." Could be a
under About the role? Actually we have About the role heading; we can put that summary there.
Thus:
About the role
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.
But we also have the company description; maybe we put that before the heading as a (no heading). That is okay.
Now Responsibilities: list each duty.
We need to extract each bullet from Section 2.
List:
- 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.
The last two are more about values and confidentiality; still substantive. We'll include them.
Now Requirements/Qualifications/Skills.
We have experience requirements: 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.
Skills: 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.
Qualifications/Preferred: ASPPA CPC or QPA designation preferred; Availability to work overtime when business needs require; Comfortable working in a fast-paced remote environment.
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.
We could include these under Requirements as a bullet list.
Pay: national average salary range $55K-90K base pay.
Benefits: Other rewards and benefits may include: 401(k) match, Medical, Dental, Vision, Paid-Time-Off, etc.
We should not include the note about visiting careers.ascensus.com/#Benefits (that's application instruction). Also remove fraud warning, EEO, etc.
Now construct HTML.
We'll have:
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.
About the role
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
Requirements
for experience and qualifications;Skills
for skills;Qualifications
maybe for ASPPA designation etc. But we should avoid thin sections. Perhaps combine experience and qualifications into Requirements, and skills into Skills. Also Benefits and Pay: we have salary range: "The national average salary range for this role is $55K-90K in base pay, exclusive of any bonuses and benefits." Also "Other rewards and benefits may include: 401(k) match, Medical, Dental, Vision, Paid-Time-Off, etc." So we have Pay and Benefits sections. Schedule: Not mentioned. No schedule info. So we omit Schedule. We also have remote work requirements (internet speed, workspace). Could be part of Requirements or maybe a separate section? Not listed as a standard heading; we could include under Requirements as a bullet. We must not include boilerplate like EEO, fraud warnings, application instructions, etc. Remove those. We must preserve all substantive information. So we need to include the company description? The instruction: "Do NOT repeat the job title as a heading (the page already shows it) and do NOT put Job ID / requisition numbers as headings — fold minor metadata into a shortor drop it." The company description at start is not a heading; we could include as a short
before sections? The instruction says output ONLY the HTML fragment. It didn't forbid a leading paragraph. It says use
for section headings, - for any list,
for prose. So we can have a
with the company overview (FuturePlan description). Then sections.
We need to include all substantive info: company description, position summary, responsibilities list, experience/skills/qualifications, pay, benefits, remote work requirements (maybe under Requirements). Also note about supervision N/A we can drop.
Let's craft.
First paragraph: 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.
Then Position Summary: "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." Could be a
under About the role? Actually we have About the role heading; we can put that summary there.
Thus:
About the role
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.
But we also have the company description; maybe we put that before the heading as a (no heading). That is okay.
Now Responsibilities: list each duty.
We need to extract each bullet from Section 2.
List:
- 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.
The last two are more about values and confidentiality; still substantive. We'll include them.
Now Requirements/Qualifications/Skills.
We have experience requirements: 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.
Skills: 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.
Qualifications/Preferred: ASPPA CPC or QPA designation preferred; Availability to work overtime when business needs require; Comfortable working in a fast-paced remote environment.
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.
We could include these under Requirements as a bullet list.
Pay: national average salary range $55K-90K base pay.
Benefits: Other rewards and benefits may include: 401(k) match, Medical, Dental, Vision, Paid-Time-Off, etc.
We should not include the note about visiting careers.ascensus.com/#Benefits (that's application instruction). Also remove fraud warning, EEO, etc.
Now construct HTML.
We'll have:
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.
About the role
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
for prose. So we can have a
with the company overview (FuturePlan description). Then sections. We need to include all substantive info: company description, position summary, responsibilities list, experience/skills/qualifications, pay, benefits, remote work requirements (maybe under Requirements). Also note about supervision N/A we can drop. Let's craft. First paragraph: 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. Then Position Summary: "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." Could be a
under About the role? Actually we have About the role heading; we can put that summary there. Thus:
About the role
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.
But we also have the company description; maybe we put that before the heading as a(no heading). That is okay. Now Responsibilities: list each duty. We need to extract each bullet from Section 2. List: - 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. The last two are more about values and confidentiality; still substantive. We'll include them. Now Requirements/Qualifications/Skills. We have experience requirements: 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. Skills: 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. Qualifications/Preferred: ASPPA CPC or QPA designation preferred; Availability to work overtime when business needs require; Comfortable working in a fast-paced remote environment. 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. We could include these under Requirements as a bullet list. Pay: national average salary range $55K-90K base pay. Benefits: Other rewards and benefits may include: 401(k) match, Medical, Dental, Vision, Paid-Time-Off, etc. We should not include the note about visiting careers.ascensus.com/#Benefits (that's application instruction). Also remove fraud warning, EEO, etc. Now construct HTML. We'll have:
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.
About the role
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