Retirement Plan Consultant

Overview

Future Plan is the nation’s largest third-party administrator (TPA) of retirement plans, partnering with advisors in all 50 states. Future Plan 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 Future Plan team includes more than 500 credentialed plan professionals, 60 actuaries, and one of the industry’s largest in-house ERISA teams. Learn more at

• 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 serves as the retirement Plan expert on testing, 5500, loans and distributions.
• Additionally, this individual can easily grasp plan design with the ability to assist in plan operation and document updates.
• 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, as applicable.
• Assist clients with all initial and ongoing plan design and document needs, including promoting awareness and educating all clients in regards to their obligations with the IRS and DoL regulations.
• Assist clients in meeting all IRS and Department of Labor deadlines necessary for qualified retirement plan.
• 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/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, as needed, 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 prepares 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.
• 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.

• N/A

• Bachelors degree preferred
• 3-5 or more years ERISA experience in the retirement industry
• Experience in analysis of financial data required
• Experience in Relius software desirable, but not required
• Strong Word, Excel, and Outlook skills
• St…