401(k)/Cash Balance Combo Retirement Plan Administrator

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. Section 2: Job Functions, Essential Duties and Responsibilities 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 #J-18808-Ljbffr Ascensus