Ascensus
Join to apply for the
Retirement Plan Consultant
role at
Ascensus .
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.
Position Summary Serve as a resource to plan sponsors and financial advisors for matters related to ERISA compliance, plan design and governmental reporting. Acts as the single point of contact for employer, financial professional and plan sponsor for their accounts. Handles client meetings both in person and via phone. Serves as the retirement plan expert on testing, 5500, loans, and distributions. Understands plan design and assists in plan operation and document updates.
Job Functions, Essential Duties and Responsibilities
Provide timely, exceptional customer service, including problem solving and issue resolution with minimal inconvenience to clients.
Provide effective verbal and written communications in a clear, concise and informative manner.
Act as a mentor to Retirement Plan Coordinators, collaborating to meet or exceed defined business objectives, firm goals and client obligations.
Assist clients with all initial and ongoing plan design and document needs, including promoting awareness and educating all clients regarding their obligations with the IRS and DoL regulations.
Assist clients in meeting all IRS and Department of Labor deadlines necessary for qualified retirement plans.
Assist clients with service and IRS plan terminations.
Maintain up‑to‑date knowledge of present legislation and proposed legislative changes with regard to ERISA law through self‑study and company‑sponsored training sessions.
Complete or assist with payroll processing as required by the products assigned.
Accountable for all aspects of valuation reports, participant statements and annual testing.
Review or perform the annual testing for plans, including ADP/ACP, Top Heavy, 410(b), 415, 401(a)(4), deductibility, and 402(g).
Work with assigned coordinator(s) to provide compliant and accurate valuation reports, participant statements, trust accounting, annual testing and reporting as applicable.
Review distribution paperwork and coordinate processing of distributions with asset holder.
Review loan paperwork and coordinate processing of loans with asset holder.
Review or prepare Form 5500 and coordinate with plan sponsor to help ensure timely filing.
Assist auditors if a plan is subject to an audit.
Assist IRS and DOL auditors, if the plan is subject to an IRS or DOL audit.
Coordinate with all applicable parties, both internal and external, to ensure accurate conversion process for new clients (including but not limited to actuaries, financial advisors, attorneys).
As applicable, work with assistant to coordinate and oversee activities that will ensure timely and accurate completion of book of business.
Assist with other tasks and projects as assigned.
Protect, secure, and properly handle all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients.
Live our I‑Client service philosophy and embody our Core Values of People Matter, Quality First and Integrity Always® in day‑to‑day actions, supporting our organizational culture.
Experience, Skills, Knowledge Requirements
Bachelor’s degree preferred.
3–5 or more years ERISA experience in the retirement industry.
Experience in analysis of financial data required.
Experience with Relius software desirable, but not required.
Strong Word, Excel, and Outlook skills.
Strong written and oral communication skills.
Strong analytic mentality associated with problem‑solving skills.
Detail oriented with the ability to prioritize and manage tasks to partner with business operations, including related ERISA compliance matters.
Ability to effectively plan and assign work to and oversee plan associates that are qualified to assist with plan modifications.
The national average salary range for this role is $60,000 – $90,000 in base pay, exclusive of any bonuses and benefits. This base salary range represents the low and high end of the salary range for this position. Actual salary offered may vary and may be above or below the range based on various factors including but not limited to location, experience, performance, and internal pay alignment. Other rewards and benefits may include 401(k) match, Medical, Dental, Vision, Paid‑Time‑Off, etc. For more information, please visit careers.ascensus.com/#Benefits.
We are proud to be an Equal Opportunity Employer.
Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate from @ascensus.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 the validity of a job posting, we strongly encourage you to apply directly through our website.
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Retirement Plan Consultant
role at
Ascensus .
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.
Position Summary Serve as a resource to plan sponsors and financial advisors for matters related to ERISA compliance, plan design and governmental reporting. Acts as the single point of contact for employer, financial professional and plan sponsor for their accounts. Handles client meetings both in person and via phone. Serves as the retirement plan expert on testing, 5500, loans, and distributions. Understands plan design and assists in plan operation and document updates.
Job Functions, Essential Duties and Responsibilities
Provide timely, exceptional customer service, including problem solving and issue resolution with minimal inconvenience to clients.
Provide effective verbal and written communications in a clear, concise and informative manner.
Act as a mentor to Retirement Plan Coordinators, collaborating to meet or exceed defined business objectives, firm goals and client obligations.
Assist clients with all initial and ongoing plan design and document needs, including promoting awareness and educating all clients regarding their obligations with the IRS and DoL regulations.
Assist clients in meeting all IRS and Department of Labor deadlines necessary for qualified retirement plans.
Assist clients with service and IRS plan terminations.
Maintain up‑to‑date knowledge of present legislation and proposed legislative changes with regard to ERISA law through self‑study and company‑sponsored training sessions.
Complete or assist with payroll processing as required by the products assigned.
Accountable for all aspects of valuation reports, participant statements and annual testing.
Review or perform the annual testing for plans, including ADP/ACP, Top Heavy, 410(b), 415, 401(a)(4), deductibility, and 402(g).
Work with assigned coordinator(s) to provide compliant and accurate valuation reports, participant statements, trust accounting, annual testing and reporting as applicable.
Review distribution paperwork and coordinate processing of distributions with asset holder.
Review loan paperwork and coordinate processing of loans with asset holder.
Review or prepare Form 5500 and coordinate with plan sponsor to help ensure timely filing.
Assist auditors if a plan is subject to an audit.
Assist IRS and DOL auditors, if the plan is subject to an IRS or DOL audit.
Coordinate with all applicable parties, both internal and external, to ensure accurate conversion process for new clients (including but not limited to actuaries, financial advisors, attorneys).
As applicable, work with assistant to coordinate and oversee activities that will ensure timely and accurate completion of book of business.
Assist with other tasks and projects as assigned.
Protect, secure, and properly handle all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients.
Live our I‑Client service philosophy and embody our Core Values of People Matter, Quality First and Integrity Always® in day‑to‑day actions, supporting our organizational culture.
Experience, Skills, Knowledge Requirements
Bachelor’s degree preferred.
3–5 or more years ERISA experience in the retirement industry.
Experience in analysis of financial data required.
Experience with Relius software desirable, but not required.
Strong Word, Excel, and Outlook skills.
Strong written and oral communication skills.
Strong analytic mentality associated with problem‑solving skills.
Detail oriented with the ability to prioritize and manage tasks to partner with business operations, including related ERISA compliance matters.
Ability to effectively plan and assign work to and oversee plan associates that are qualified to assist with plan modifications.
The national average salary range for this role is $60,000 – $90,000 in base pay, exclusive of any bonuses and benefits. This base salary range represents the low and high end of the salary range for this position. Actual salary offered may vary and may be above or below the range based on various factors including but not limited to location, experience, performance, and internal pay alignment. Other rewards and benefits may include 401(k) match, Medical, Dental, Vision, Paid‑Time‑Off, etc. For more information, please visit careers.ascensus.com/#Benefits.
We are proud to be an Equal Opportunity Employer.
Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate from @ascensus.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 the validity of a job posting, we strongly encourage you to apply directly through our website.
#J-18808-Ljbffr