401(k)/Cash Balance Combo Retirement Plan Administrator

We need to output HTML fragment with headings

for sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. We must not repeat job title. No Job ID etc. Remove boilerplate. Must preserve all substantive info. We need to parse the posting. First paragraph: description of FuturePlan. That's about the company, could be "About the role"? Actually "About the role" is typical heading for position summary. The posting has Section 1: Position Summary. So we can put that under

About the role

with paragraph(s) containing the summary. Section 2: Job Functions, Essential Duties and Responsibilities -> that is Responsibilities. Use

Responsibilities

with

• list. Section 3: Experience, Skills, Knowledge Requirements -> that includes Experience, Skills, Knowledge Requirements. Could split into Requirements, Qualifications, Skills? The instruction says we can have sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We need to decide which to include based on content. We have experience requirements: 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/written communication; attention to detail; analytical/problem solving; intermediate proficiency in Excel; basic accounting skills; ability to work independently/collaborate; self-starter with organization/time management/project management; ability to manage multiple priorities; reliable/accountable; commitment to professional development; ASPPA CPC or QPA designation preferred; availability to work overtime; comfortable working in fast-paced remote environment; plus remote work requirements (internet speed, workspace, etc). Those could go under Requirements (experience) and Skills (technical/soft skills). Qualifications maybe certifications. We also have benefits: "Other rewards and benefits may include: 401(k) match, Medical, Dental, Vision, Paid-Time-Off, etc." Also mention link to benefits page. So we can have Benefits section. Pay: "The 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 can include Pay section. Schedule: Not mentioned explicitly. There's mention of overtime availability, remote environment, but no schedule like full-time, part-time, shift. So we should NOT create Schedule section because no specific content. Qualifications: Could include ASPPA CPC or QPA designation preferred, maybe also education? Not given. Could still include Qualifications with that certification preference. Skills: Could list communication, Excel, accounting, analytical, problem solving, organization, time management, project management, etc. We need to avoid filler like "commensurate with experience". Not present. We must not include boilerplate like EEO, scam warning, application instructions, cookie/navigation/legal. Remove those. We must preserve all substantive information. So we need to include the company description? That's about FuturePlan. Should we include that under About the role? Probably yes, as it's about the role/company. The Position Summary includes the duties. The company description could be considered "About the role" or maybe we could add an "About the company" but not in allowed headings. The instruction says use headings for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we can put the company description under About the role. Thus:

  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.

  Section 1: 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.

  But we might combine the position summary paragraph. Better: About the role includes company description and position summary. Now Responsibilities: list each duty from Section 2. We need to extract each bullet: The Section 2 list is a paragraph with sentences separated by line breaks? It's a long paragraph with each duty separated by line breaks? Actually it's a paragraph with each duty separated by line breaks? The text shows each duty on new line but not bullet. We'll treat each sentence as a duty. 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. - Supervision N/A But some of those are not duties but values and supervision. We should keep substantive duties; maybe we can keep the core values as part of responsibilities? It's more about culture. Might be considered boilerplate? It's not EEO but still maybe not needed. The instruction: remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. Core values might be considered boilerplate but it's part of company culture. Might keep? Safer to keep as part of responsibilities? It's not a duty. I'd exclude the core values line and supervision N/A. Thus responsibilities list excludes those. Now Requirements: we need to capture experience requirements. From Section 3: "Minimum of 3 years of experience administering 401(k)/Profit Sharing/Cash Balance plansIntermediate to advanced experience performing DC nondiscrimination testing including carve-outs, new comparability, gateway, and top-heavyHands-on cash balance experience (calculating hypothetical contributions, performing 401(a)(26) and combo DC/CB nondiscrimination testing). Intermediate to advanced understanding of retirement plan regulationsStrong verbal and written communication skills, with the ability to clearly explain technical conceptsAttention to detail and accuracyStrong analytical and problem-solving abilitiesIntermediate proficiency in ExcelBasic accounting skillsAbility to work independently as well as collaborate with othersSelf-starter with strong organization, time management, and project management skillsAbility to manage multiple priorities and adjust to changing business needsReliable and accountable with a proven ability to follow through on commitments and responsibilitiesCommitment to professional development and retirement industry education. ASPPA CPC or QPA designation preferredAvailability to work overtime when business needs require" We can split into Requirements (experience) and Skills (technical/soft). Qualifications maybe certification. Let's define:

  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

  • ASPPA CPC or QPA designation preferred
  • Availability to work overtime when business needs require
  But availability to work overtime maybe more of a requirement than qualification. Could put under Requirements. However we already have Requirements for experience; we could add overtime availability there. But we can also keep under Qualifications. The instruction: prefer few substantive sections over many thin ones. Might combine Qualifications and Skills? But we have distinct content. We also have remote work requirements: internet speed, workspace, family care, etc. Those are also requirements. Should we include them? They are substantive. Could add under Requirements as additional bullet points. Let's add: - For all virtual remote positions, require an uninterrupted virtual workspace and family care in place during business hours. - Internet work speed requirement of 25 Mbps or better for individual use; stronger connection if multiple users. - For call center roles specifically, require hardwired equipment or proximity to router. But this posting is not a call center role; still mention. We'll include under Requirements. Now Benefits: we have "Other rewards and benefits may include: 401(k) match, Medical, Dental, Vision, Paid-Time-Off, etc." Also link to benefits page. We'll include that. Pay: we have salary range. Now ensure we don't include any boilerplate like "We are proud to be an Equal Opportunity Employer", "Be aware of employment fraud", etc. Remove those. Now produce HTML fragment. We must not include or . Just the fragment. Let's craft:

  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.

  Position Summary: Timely and accurate completion