Plan Document Specialist
Ascensus
About this role
A retirement plan documentation specialist at FuturePlan supporting administration of basic to medium complexity retirement plans. The role operates within the nation’s largest third-party administrator of retirement plans and focuses on maintaining accurate plan records, ensuring regulatory compliance, and supporting advisor relationships.
Skills
Qualifications
About Ascensus
ascensus.comEveryone deserves to feel financially secure. We help more people save through partnerships with leading financial institutions and state governments.
Recent company news
PR NewswireAscensus Report Shows Employers are Prioritizing Financial Focused Benefits to Meet Shifting Generational Needs
1 month ago
plansponsorNick Good Named CEO of Ascensus
Oct 9, 2025
MyChesCoAscensus Named Retirement Leader of the Year
5 days ago
planadviserCash Balance Plans Top $1T, per Ascensus
Oct 1, 2025
Tax NotesFinancial Services Company Requests Guidance on Trump Accounts
Sep 11, 2025
About Ascensus
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
Unlock Company Insights
View leadership team, funding history,
and employee contacts for Ascensus.
Salary
$77k – $104k
per year
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