Plan Termination Consultant

2 months ago

Nashville, 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.

Section 1: Position Summary

The Plan Termination Consultant is a position on the Plan Terminations Team responsible for all aspects of processing DC Plan Terminations. The Plan Termination Consultant is responsible for managing all aspects of plan administration for an assigned caseload of clients.

Section 2: Job Functions, Essential Duties and Responsibilities

  • Prepare necessary government forms required for a plan termination
  • Compliance testing, analysis and corrective actions
  • Preparation of annual valuation and Form 5500 filing
  • Perform projected and year end non-discrimination testing
  • Calculation and allocation of annual employer contributions (including New Comparability)
  • Identify and resolve plan discrepancies
  • Census review, eligibility calculations, trust accounting and asset reconciliation
  • Ensure compliance with DOL and IRS requirements
  • Process final distribution of assets to participants.
  • Work with clients, plan sponsors, participants and others during the plan termination process regarding distribution of plan assets
  • Effectively communicates with clients, brokers, and staff in answering questions and problem solving.
  • Monitors and follows up on pending plan termination requests.
  • Track progress of all plan terminations to ensure deadlines are met.
  • 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

  •  Excellent customer service skills.
  • Strong attention to detail and ability to communicate effectively both in writing and verbally.
  • Effective analytical and problem-solving skills.
  • Great organization skills with the ability to prioritize effectively & efficiently.
  • Excellent at documentation and follow through.
  • Ability to make sound decisions
  • Results oriented
  • Strong knowledge of MS Office including Excel, Word and Outlook.
  • Experience with ASC is preferred.
  • Qualified candidates will have 2-3 years of experience working with ERISA qualified plans.
  • Finance and accounting experience is an additional asset for this position
  • High school diploma or equivalent required; two or four year degree preferred.
  • Coursework in pension plan administration or work towards certification a plus.

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.

  • Plan Termination Consultant

    2 months ago

    Nashville, Tennessee, 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...

  • Terminal Operator

    3 months ago

    Nashville, United States Kosmos Cement Company Full time

    Job DescriptionJob DescriptionTerminal Operator, Full-Time Job, Guaranteed 40 hours a week with opportunities for overtime and weekly pay.Kosmos Cement is hiring a Terminal Operator for the Production Department as a Full-Time job in Nashville, TN. This position is looking to offer between $21-25 an hour, depending on experience.The Terminal Operator is an...

  • Terminal Operator

    3 weeks ago

    Nashville, United States Kosmos Cement Company Full time

    Job DescriptionJob DescriptionTerminal Operator, Full-Time Job, Guaranteed 40 hours a week with opportunities for overtime and weekly pay!Kosmos Cement is hiring a Terminal Operator for the Production Department as a Full-Time job in Nashville, TN. This position is looking to offer between $21-25 an hour, depending on experience.The Terminal Operator is an...

  • Archaeological Consultant

    7 days ago

    Nashville, Tennessee, United States Terracon Full time

    About the RoleTerracon is seeking a highly skilled Project Archaeologist to join our growing cultural resource team in Nashville, Tennessee. As a key member of our team, you will be responsible for conducting fieldwork, preparing reports, and consulting with federal and state agencies, tribal groups, and other stakeholders.Key ResponsibilitiesConduct...

  • Staffing Consultant

    4 months ago

    Nashville, United States PrideStaff Full time

    Staffing Consultant The Staffing Consultant / Recruiter will exercise independent judgment to recruit, hire and supervise Field Associates; access client needs, Field Associates’ skills and capabilities, and match clients with the right Field Associates; provide marketing support and client development to further, the client’s general business goals and...

  • Staffing Consultant

    5 months ago

    Nashville, United States PrideStaff Full time

    Staffing Consultant   The Staffing Consultant / Recruiter will exercise independent judgment to recruit, hire and supervise Field Associates; access client needs, Field Associates’ skills and capabilities, and match clients with the right Field Associates; provide marketing support and client development to further, the client’s general business...

  • Leasing Consultant

    1 month ago

    Nashville, United States Weinstein Properties Full time

    Job DescriptionJob DescriptionWe are looking for a Leasing Consultant to join our team! This is an exciting opportunity for someone who strives to offer extraordinary service and come on board with a great company.Weinstein Properties is a forward-thinking property management company who owns and manages over 21,000 apartments across Virginia, North...

  • Leasing Consultant

    4 weeks ago

    Nashville, United States Weinstein Properties Full time

    Job DescriptionJob DescriptionWe are looking for a Leasing Consultant to join our team! This is an exciting opportunity for someone who strives to offer extraordinary service and come on board with a great company.Weinstein Properties is a forward-thinking property management company who owns and manages over 21,000 apartments across Virginia, North...

  • Real Estate Senior Consultant, Valuations

    2 weeks ago

    Nashville, United States Armanino Full time

    At Armanino, you determine your career path. This means it's possible to pursue challenges you are passionate about, in industries you care about. Armanino is proud to be  Among the top 20 Largest Public Accounting Firms in the Nation  and one of the  Best Places to Work . We have a community of resources that are ready and willing to support your...

  • Lead Social Media Consultant

    2 weeks ago

    Nashville, Tennessee, United States The Ladders Full time

    The Ladders is a company dedicated to creating impactful and memorable experiences through strategic communication. Our team thrives on continuous learning and is passionate about the art of marketing. We recognize the significance of relationships and take proactive steps to foster meaningful actions that benefit our esteemed clients. We also understand...

  • Valuations Consultant

    1 month ago

    Nashville, United States Armanino Full time

    At Armanino, you determine your career path. This means it's possible to pursue challenges you are passionate about, in industries you care about. Armanino is proud to be  Among the top 20 Largest Public Accounting Firms in the Nation  and one of the  Best Places to Work . We have a community of resources that are ready and willing to support your...

  • Federal Consulting Services Practice Lead

    1 month ago

    Nashville, United States Management Solutions LLC Full time

    Job DescriptionJob DescriptionWho we need…Management Solutions is seeking a Federal Consulting Services Practice Lead who is responsible for overseeing the work of client teams within the firm across the firm’s professional services portfolio, developing strategic plans to grow professional services accounts, and delivering a range of professional...

  • Financial Valuation Consultant

    2 weeks ago

    Nashville, Tennessee, United States Armanino Full time

    At Armanino, you have the opportunity to shape your career trajectory. This flexibility allows you to engage in challenges that resonate with your interests and the sectors you are passionate about. Armanino is recognized as one of the top 20 largest public accounting firms in the nation and consistently ranks among the best workplaces. We foster a...

  • Store Lead Consultant

    3 months ago

    Nashville, United States FedEx Office Full time

    Job DescriptionPOSITION SUMMARY: The Lead Consultant is knowledgeable in all areas of the Store’s business, including print, signs & graphics, and shipping, and consistently delivers a positive customer experience to all customers. The Lead Consultant’s time will be spent taking customer orders; coordinating store activities; providing pricing...

  • Store Lead Consultant

    3 months ago

    Nashville, United States FedEx Office Full time

    POSITION SUMMARY: The Lead Consultant is knowledgeable in all areas of the Store’s business, including print, signs & graphics, and shipping, and consistently delivers a positive customer experience to all customers. The Lead Consultant’s time will be spent taking customer orders; coordinating store activities; providing pricing information; recommending...

  • Consultant

    2 weeks ago

    Nashville, United States Lerch Bates Full time

    Job DetailsJob Location Nashville - Nashville, TN ConsultantJob Title: Consultant Department: Vertical Transportation Job Summary: We are seeking a dynamic, forward-thinking consultant with relevant expertise in the Vertical Transportation/Elevator industry. If you are an experienced elevator or design professional with a passion for driving business...

  • Healthcare Strategy Consultant

    2 weeks ago

    Nashville, Tennessee, United States FORVIS Full time

    Job Title: Healthcare ConsultantWe are seeking a skilled Healthcare Consultant to join Forvis Mazars, a leading healthcare consulting firm. As a Healthcare Consultant, you will play a crucial role in developing and implementing pharmacy strategies, business plans, and processes that drive growth and improvement in the healthcare industry.Key...

  • Compensation Consultant

    3 months ago

    Nashville, United States LaSalle Network Full time

    Our client is currently seeking a talented Compensation Consultant to join their team for a project based in Nashville, TN. The successful candidate will collaborate closely with transportation companies to analyze, design and implement competitive compensation programs aimed at attracting and retaining top talent in the industry. This project has a 6-month...

  • Compensation Consultant

    3 months ago

    Nashville, United States The LaSalle Group Full time

    Our client is currently seeking a talented Compensation Consultant to join their team for a project based in Nashville, TN. The successful candidate will collaborate closely with transportation companies to analyze, design and implement competitive compensation programs aimed at attracting and retaining top talent in the industry. This project has a 6-month...

  • Healthcare Financial Planning Manager

    2 weeks ago

    Nashville, Tennessee, United States Cigna Full time

    The Healthcare Financial Analyst Lead will play a pivotal role in supporting the Business Financial Officer (BFO) team within a complex and regulated Medicare Advantage environment. This position will oversee the MidAmerica market, which encompasses a diverse range of products and provider risk arrangements. The successful candidate will need to exhibit...