Bilingual Retirement Plan Consultant
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 SummaryServe 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 ResponsibilitiesProvide timely, superior customer service, including problem solving and issue resolution with minimal inconvenience to clientsProvide effective verbal and written communications in a clear, concise and informative mannerAct as a mentor to Retirement Plan Coordinators, collaborating to meet or exceed defined business objectives, firm goals and client obligations, as applicableAssist clients initial and ongoing plan design and document support, including understanding their responsibilities with IRS and Department of Labor regulationsAssist clients in meeting all IRS and Department of Labor deadlines necessary for qualified retirement planMaintain up-to date knowledge of present legislation and proposed legislative changes with regard to ERISA law through self-study and company-sponsored training sessionsResponsible for communicating valuation reports, participant statements and annual testing results to clientsReview or perform, as needed, the annual testing for plans and communicate results with clientsWork with assigned coordinator(s) to provide compliant and accurate valuation reports, participant statements, trust accounting, annual testing and reporting as applicableAccountable 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 businessAssist with other tasks and projects as assignedResponsible 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 assignedSupervisionN/ASection 3:
Experience, Skills, Knowledge RequirementsBachelors degree preferredFluent in English and Spanish3-5 or more years ERISA experience in the retirement industryExperience in analysis of financial data requiredExperience in Relius software desirable, but not requiredStrong Word, Excel, and Outlook skillsStrong written and oral communication skillsStrong analytical and problem solving skillsStrong attention to detail and the ability to prioritize, manage tasks and meet in connection with business operations, including related ERISA compliance mattersAbility to effectively plan and assign work and supervise support staffWe are proud to be an Equal Opportunity Employer#J-18808-Ljbffr Recommended Skills Analytical Attention To Detail Auditing Business Planning Communication Customer Service Estimated Salary: $20 to $28 per hour based on qualifications.
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 SummaryServe 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 ResponsibilitiesProvide timely, superior customer service, including problem solving and issue resolution with minimal inconvenience to clientsProvide effective verbal and written communications in a clear, concise and informative mannerAct as a mentor to Retirement Plan Coordinators, collaborating to meet or exceed defined business objectives, firm goals and client obligations, as applicableAssist clients initial and ongoing plan design and document support, including understanding their responsibilities with IRS and Department of Labor regulationsAssist clients in meeting all IRS and Department of Labor deadlines necessary for qualified retirement planMaintain up-to date knowledge of present legislation and proposed legislative changes with regard to ERISA law through self-study and company-sponsored training sessionsResponsible for communicating valuation reports, participant statements and annual testing results to clientsReview or perform, as needed, the annual testing for plans and communicate results with clientsWork with assigned coordinator(s) to provide compliant and accurate valuation reports, participant statements, trust accounting, annual testing and reporting as applicableAccountable 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 businessAssist with other tasks and projects as assignedResponsible 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 assignedSupervisionN/ASection 3:
Experience, Skills, Knowledge RequirementsBachelors degree preferredFluent in English and Spanish3-5 or more years ERISA experience in the retirement industryExperience in analysis of financial data requiredExperience in Relius software desirable, but not requiredStrong Word, Excel, and Outlook skillsStrong written and oral communication skillsStrong analytical and problem solving skillsStrong attention to detail and the ability to prioritize, manage tasks and meet in connection with business operations, including related ERISA compliance mattersAbility to effectively plan and assign work and supervise support staffWe are proud to be an Equal Opportunity Employer#J-18808-Ljbffr Recommended Skills Analytical Attention To Detail Auditing Business Planning Communication Customer Service Estimated Salary: $20 to $28 per hour based on qualifications.
|
|
 | |
