**Job Functions, Essential Duties, and Responsibilities:** - Successfully complete and support the work outlined for Compliance Associate roles. - Read and comprehend retirement plan provisions from plan documents, summaries of plan provisions, and related materials to ensure accuracy and compliance with regulations. - Understand, consider, and apply legislation and regulations, including IRS, DOL, and ERISA, when preparing, analyzing, and interpreting information. - Provide support for DOL, IRS, and Large plan audits. - Assist Plan Consultants in resolving operational and compliance issues related to qualified plans. - Take responsibility for plan administration, compliance, and testing for identified blocks of business. - Monitor job progress to ensure all necessary data is requested and received to meet compliance deadlines. - Prepare annual valuation and compliance reports for Clients. - Provide detailed consultations with Plan Consultants in drafting plan documents, plan amendments, and other legal documents. - Complete assigned quality assurance reviews. - Ensure the protection, security, and proper handling of all confidential data held by Ascensus. - Demonstrate our I-Client service philosophy and our Core Values of People Matter, Quality First, and Integrity Always® in day-to-day actions. - Assist with other tasks and projects as assigned. **Experience, Skills, Knowledge Requirements:** - Bachelor’s degree preferred. - Minimum of 5 years of hands-on Retirement plan testing experience; 8+ years preferred. - Experience in Employer Calculations. - Proficiency with 5500’s and other relevant documents. - Experience with cash basis and/or trust accounting. - Prior ERISA experience in the retirement industry preferred. - Experience in financial data analysis/testing. - Strong proficiency in Word, Excel, and Outlook. - Excellent written and oral communication skills. - Strong analytical and problem-solving abilities. - Exceptional attention to detail and ability to prioritize tasks and meet deadlines. - Holds Retirement Plan Fundamentals certification or eligible. - QKA designation preferred but not required. - Pursuit of associates QPA designation preferred. - Prior experience with plan administration software, such as Relius, FT Williams, ASC, or Datair.