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Form of workFuturePlan 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.
This role gives you the best of both worlds; the stability of working for a large organization with a generous benefits package and the autonomy and agility that comes with working for a smaller firm.
We are actively seeking a highly productive problem solver who values effectiveness and enjoys taking ownership of their scope of work. The ideal candidate will have an innate desire to keep to-do lists short while not getting discouraged when they grow long. This person will be highly organized and will naturally take will take a systematic approach to everything they do. The ability to multi-task and prioritize is a must for this very important role.
You will act as the single point of contact for business owners and their financial team facilitating the termination of their 401K and/or Defined Benefit Plans. You will be supported by your manager as well as multiple teams who will perform tasks for you throughout the process of terminating each plan. You will not be doing it all yourself start to finish, we have a specialized system in place, but you are overseeing and managing that process.
Your characteristics include the ability to:
- Work in a fast-paced environment while managing your own time.
- Accurately assess a situation, determine what is needed and come up with an effective solution.
- See the big picture while understanding the steps necessary to create or maintain momentum.
- Clearly and effectively communicate with clients, educating them and setting expectations about what is required of them.
- Stay organized amongst multiple workflows happening simultaneously.
Useful experience and knowledge:
- Retirement industry experience particularly with Defined Benefit plans.
- Experience managing and providing service to high-net-worth individuals.
- Retirement Plan Termination Experience Preferred.
- Bachelor's degree or higher preferred but not required.
As part of FuturePlan, the nation's largest third-party administrator (TPA) we partner with Advisors providing high-touch personalized service in all 50 states. Our division is called the DB Center of Excellence where we offer a niche retirement product that provides incomparable tax savings to our clients.
This is a unique opportunity to come into an organization and make a role your own. Growth and high-volume are our primary hurdles so it is imperative that we have the right individuals to help us run efficiently and effectively.
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.
