Retirement Plan Consultant

2 weeks ago


Dallas, Texas, United States Ascensus Full time

**Job Description:**

FuturePlan is the leading third-party administrator (TPA) of retirement plans in the country, working with advisors across all 50 states. Our team merges personalized service from local TPAs with the strength of a national firm, Ascensus. With a history dating back several decades, we unite nearly 30 top-notch firms to provide unparalleled service, innovation, and expertise to a rapidly expanding client base nationwide.

**What You Will Do:**

- Offer exceptional customer service, resolving issues promptly and efficiently

- Communicate clearly and effectively with clients and colleagues

- Mentor Retirement Plan Coordinators to achieve business objectives and client goals

- Assist clients with plan design, document support, and compliance with IRS and Department of Labor regulations

- Stay informed on current ERISA legislation and changes through ongoing training

- Coordinate with internal and external parties to ensure smooth client transitions and compliance

- Safeguard confidential data to maintain security and integrity

- Uphold our core values and service philosophy in daily interactions

- Collaborate on various projects and assignments as needed

**Requirements:**

- Preferably a Bachelor's degree

- 3-5+ years of ERISA experience in retirement industry

- Proficiency in financial data analysis

- Familiarity with Relius and/or ASC software is a plus

- Strong skills in Word, Excel, and Outlook

- Excellent written and verbal communication skills

- Ability to analyze, problem-solve, and prioritize effectively

- Experience in supervising support staff and assigning tasks

We are committed to equal opportunities for all.



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