Document Analyst
Ascensus(1 month ago)
About this role
The Document Analyst at FuturePlan works within the nation’s largest third‑party administrator of retirement plans to support the firm’s plan documentation operations. The role focuses on managing and reviewing retirement plan documents across a range of client engagements while contributing to team learning and continuous improvement. The position is part of a national team that combines local TPA service with the scale and resources of a large firm.
Required Skills
- Document Analysis
- Plan Documents
- ERISA Knowledge
- Plan Restatements
- Plan Amendments
- Plan Terminations
- Communication
- Microsoft Excel
- Microsoft Word
- Outlook
+3 more
Qualifications
- Bachelor's Degree in Accounting, Law, or Related Field (Preferred)
About Ascensus
ascensus.comEveryone deserves to feel financially secure. We help more people save through partnerships with leading financial institutions and state governments.
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