退休计划顾问，FuturePlan
Retirement Plan Consultant, FuturePlan
FuturePlan 是全国最大的退休计划第三方管理机构（TPA），与全美 50 个州的顾问合作。FuturePlan 融合了本地 TPA 的高接触个性化服务以及大型全国性公司 Ascensus 的实力和安全性。我们的历史可以追溯到数十年前，如今近 30 家杰出的遗留公司已合并，为从海岸到海岸的快速增长的客户群提供无与伦比的服务、创新和专业知识。FuturePlan 团队包括 500 多名持证计划专业人员、60 名精算师，以及业内最大的内部 ERISA 团队。了解更多信息，请访问 FuturePlan.com。
第 1 部分：职位概述
作为计划发起人和财务顾问在 ERISA 合规、计划设计和政府报告方面的资源。此人是雇主、财务专业人士和计划发起人账户的唯一联系人。退休计划顾问能够处理面对面或电话形式的客户会议。该职位是测试、5500 表、贷款和分配方面的退休计划专家。此外，该人员能够快速理解计划设计，并能协助计划运营和文件更新。
第 2 部分：工作职责、主要职责和任务
提供及时、卓越的客户服务，包括解决问题和解决争议，尽量减少对客户的不便
以清晰、简洁和信息丰富的方式进行有效的口头和书面沟通
作为退休计划协调员的导师，协作以达成或超越既定的业务目标、公司目标和客户义务
协助客户处理所有初始和持续的计划设计和文件需求，包括提高客户对 IRS 和 DoL 法规义务的认识并进行教育
协助客户满足合格退休计划所需的 IRS 和劳工部截止日期
协助客户处理服务和 IRS 计划终止
通过自我学习和公司提供的培训课程，保持对 ERISA 法律现行法规和拟议立法变更的最新了解
根据所分配的产品要求完成/协助薪资处理
负责估值报告、参与者声明和年度测试的所有方面
根据需要审查或执行计划的年度测试，包括 ADP/ACP
查看英文原文
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
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.
Section 2: Job Functions, Essential Duties and Responsibilities
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
- 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
- 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
- Strong written and oral communication skills
- Strong analytic mentality associated with problem solving skills
- Detail oriented with the ability to prioritize and manage tasks to partner with business operations, including related ERISA compliance matters
- Ability to effectively plan and assign work to and oversee plan associates that are qualified to assist with plan modifications
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.comemail 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.
Originally posted on Himalayas