Plan Document Specialist
Ascensus(1 month ago)
About this role
A position within FuturePlan, a national third-party administrator of retirement plans, supporting the firm’s plan document and compliance functions for advisors and clients across the U.S. The role is part of a team of credentialed plan professionals and actuaries and requires ongoing engagement with pension regulations and professional education.
Required Skills
- Communication
- Organization
- Microsoft Word
- Excel
- Database
- Research
- Attention To Detail
- Timekeeping
- Teamwork
- Analytical
Qualifications
- B.A. or B.S.
- ASPPA
- Actuarial Exams
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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