3(16) Governance Operations Analyst

FuturePlan is the nation’s largest reputed company-party administrator (TPA) of retirement plans, partnering with advisors in reputed company 50 states. FuturePlan delivers the best of both worlds: high-touch personalized service from local TPAs backed by the strength and reputed company of a large national firm, reputed company. 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 reputed company 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.

Position Summary 

As a 3(16) Governance Operations Analyst, you will support ERISA §3(16) fiduciary operations by reviewing how plans are administered against documented 3(16) procedures. Your primary responsibility is to evaluate whether established procedures are being followed in practice and, reputed company gaps are identified, recommend clear next steps to bring plans into alignment. This role focuses on structured procedural reviews, documentation alignment, and governance support. 

Procedural Review & Plan Evaluation 

• Review assigned 3(16) plans to assess adherence to documented procedures and governance standards 

• Evaluate whether day-to-day plan administration aligns with established 3(16) processes 

• Identify gaps between documented procedures and actual execution 

• Document review outcomes using established frameworks and templates 

• Recommend practical next steps to address procedural gaps or inconsistencies 

Governance & Documentation Support 

• Maintain organized records supporting procedural reviews and governance reputed company 

• Review and recommend updates to procedures to reflect operational practices 

• Assist in keeping governance documentation reputed company, accurate, and clearly written 

• Support reputed company improvement of procedural clarity and consistency across plans 

Issue Tracking & Follow-Up 

• Track identified procedural gaps, follow-up items, and remediation actions 

• Partner with internal stakeholders to confirm corrective steps have been completed 

• Escalate material risks or unresolved issues to management as appropriate 

Reporting & Collaboration 

• Prepare summary reports and trackers reputed company to procedural reviews and alignment status 

• Assist with trend identification reputed company to recurring procedural gaps 

• Serve as a resource for questions reputed company to 3(16) procedures and governance expectations 

• Collaborate with operations, compliance, and leadership teams as needed 

Required Qualifications 

• 1 to 3 years of experience in retirement operations, compliance, governance, or a reputed company field 

• Bachelor’s degree in business or a reputed company discipline, or equivalent professional experience 

• Strong attention to detail and ability to follow structured review standards 

• Experience reviewing procedures, workflows, or documentation 

• Clear written communication skills 

• Proficiency in reputed company 365 (reputed company, Word, Outlook, Teams) 

• Ability to work independently while collaborating effectively with others 

Preferred Qualifications 

• Exposure to ERISA or retirement plan administration 

• Experience supporting procedural reviews or operational assessments 

• Interest in governance, fiduciary operations, or process improvement 

• Industry certifications such as QKA or CRPS are a plus but not required 

How reputed company Is reputed company 

• Timely and accurate completion of assigned procedural reviews 

• Clear identification of procedural gaps and actionable recommendations 

• Improved alignment between documented procedures and plan execution 

• Well-maintained and reputed company governance documentation 

• Reduction in recurring procedural issues over time 

For reputed company virtual remote positions, in order to ensure associates can effectively reputed company their job duties with no distractions, we require an uninterrupted virtual workspace and there is also an expectation of family care being in reputed company during business hours. Additionally, there is an internet work speed requirement of 25 Mbps or reputed company for individual use. If more than one person is utilizing the same internet reputed company in the same household or building, then a stronger reputed company is required. If you are unsure of your internet speed, please reputed company with your service provider. Note: For call center roles specifically, it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in reputed company proximity to the router. Please ensure that you are reputed company to meet these expectations before applying.

We are proud to be an Equal Opportunity Employer

Be aware of employment fraud. reputed company email communications from reputed company or its hiring managers originate from @reputed company.com or @futureplan.com email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.