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FuturePlan is the nation’s largest third-party administrator (TPA) of retirement plans, partnering with advisors in all 50 states. Strong attention to detail and the ability to prioritize, manage tasks and meet in connection with business operations, including related ERISA compliance matters.
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Understands, considers and applies legislation and regulations, including but not limited to IRS, DOL, and ERISA, when preparing, analyzing and interpreting information. The FuturePlan team includes more than 500 credentialed plan professionals, 60 actuaries, and one of the industrys largest in-house ERISA teams.
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Provides administrative and technical support, which may include composing grant proposals and applications, managing compliance documents and reports for various programs, including but not limited to CDBG, MPO,and FDOT's TPA/LAP.
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TPA operates venues on the UT campus including Austin's largest theater, Bass Concert Hall. Its public programs include Broadway in Austin; a curated season of international dance, theater, and music; and presentations of national touring artists.
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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.
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5 years of prior ERISA experience in the retirement industry preferred. Prior experience with plan administration software, i.e., Relius, FT Williams, ASC, or Datair. Minimum 5 years of hands on Retirement plan testing experience is a must; 8+ years is preferred.
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Provides detailed consultations with Plan Consultant in drafting plan documents, plan amendments, and other legal documents. Prepares annual valuation and compliance reports for Clients. Associate holds Retirement Plan Fundamentals certification upon meeting eligibility requirements.
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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.
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Our I-Client service philosophy and our Core Values of People Matter, Quality First and Integrity Always® should be visible in your actions on a day-to-day basis showing your support of our organizational culture.
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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. Reads and comprehends retirement plan provisions from plan documents, summaries of plan provisions, and related plan materials to ensure accuracy and compliance with regulations.
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Supports DOL, IRS, and Large plan audits. 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.
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5 years of experience in analysis of financial data required/ testing experience a must. Is responsible for plan administration, compliance and testing for identified blocks of business. 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.
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All email communications from Ascensus or its hiring managers originate from @ascensus.com. We will never ask you for payment or require you to purchase any equipment. Ability to successfully complete and support the work outlined for the Compliance Associate roles.
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Other rewards and benefits may include: 401(k) match, Medical, Dental, Vision, Paid-Time-Off, etc. Supports and completes assigned quality assurance reviews. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.
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As a Claim Account Manager – US Mid-Market for the Americas Claims team, you will be responsible for claim account management functions for customers in our growing US Mid-Market business unit, helping to sell AXA XL Claims value in the marketplace and managing claims-related service issues for our customers, Third Party Administrator (“TPA”) and key distribution partners.
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