Retirement Plan Consultant

4 weeks ago

Philadelphia, United States Ascensus Full time

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.

Serve as a resource to plan sponsors and financial advisors for matters related to ERISA compliance, plan design and governmental reporting. This person is the single point of contact for employer, financial profession and plan sponsor for their accounts.  A Retirement Plan Consultant is able to handle client meetings both in person and via phone. This position requires advanced knowledge of  plan design, testing, 5500’s, loans and distributions and can assist on plan operation and document updates.

Section 2: Job Functions, Essential Duties and Responsibilities

  • Provide timely, superior 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, as applicable 

  • Assist clients initial and ongoing plan design and document support, including understanding their responsibilities with IRS and Department of Labor regulations

  • Assist clients in meeting all IRS and Department of Labor deadlines necessary for qualified retirement plan

  • 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

  • Responsible for communicating valuation reports, participant statements and annual testing results to clients

  • Review or perform, as needed, the annual testing for plans and communicate results with clients

  • Work with assigned coordinator(s) to provide compliant and accurate valuation reports, participant statements, trust accounting, annual testing and reporting as applicable

  • Accountable for coordinating work performed by FuturePlan operations on behalf of their client(s) in support of Audit requirements.

  • 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

  • Responsible for protecting, securing, and proper handling of 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.

  • Our I-Client service philosophy and our Core Values of People Matter, Quality First and Integrity Always® should be visible in your actions on a day to day basis showing your support of our organizational culture.

  • Assist with other tasks and projects as assigned

Supervision  

  • N/A

Section 3:  Experience, Skills, Knowledge Requirements

  • Bachelors degree preferred

  • 3-5 or more years ERISA experience in the retirement industry

  • Experience in analysis of financial data required

  • Experience in Relius and/or ASC software is highly desirable

  • Strong Word, Excel, and Outlook skills

  • Strong written and oral communication skills

  • Strong analytical and problem solving skills

  • Strong attention to detail and the ability to prioritize, manage tasks and meet in connection with business operations, including related ERISA compliance matters

  • Ability to effectively plan and assign work and supervise support staff

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 validity of a job posting, we strongly encourage you to apply directly through our website.

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