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
The Retirement Plan Coordinator supports the Operations Department in coordinating and completing day-to-day, cyclical and operational duties of the team. This includes assisting Senior Plan Consultants in various administrative tasks, including but not limited to client calls, project tracking, written correspondence, etc. As a member of the Support staff, cross train on each other's basic functions to assist during annual cycle peak time.
Section 2: Job Functions, Essential Duties and Responsibilities
Back-up team member responsible for the timely onboarding of new plans and loading them in the client database ensuring accuracy of all information.
Maintain plan documents on database.
Assist Onboarding consultant in reviewing new plan questionnaires and help secure missing information.
Maintain client database for easy manipulation between different systems.
Assist in system updates necessary for client servicing.
Assist/back-up in preparing/compiling e-Welcome Kits in a timely manner, including emailing and saving necessary documents to complete the kit and make sure information on all documents are accurate.
Assist Senior Plan consultant in reviewing plan termination SB requests and do follow-ups
Assist in EFAST filings during peak cycle
Assist in compiling the Annual Report package for both DB and CB departments.
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.
2 + years of experience providing administrative support.
Bachelor's degree preferred.
Advance knowledge of Excel and database applications including formatting and formulas, as well as Microsoft Office
Strong attention to detail with high degree of accuracy required.
Detail oriented, conscientious, organized
Strong interpersonal skills
Excellent written and verbal communication skills
Ability to work well under pressure with multiple priorities and dealines
Works independently.as required
We are proud to be an Equal Opportunity Employer
At Ascensus, we aspire to make a difference for others. We are a technology-enabled services company that helps people save for retirement, education, and healthcare through our network of institutional, financial advisor, and state partners. Our culture is guided by sound principles, is committed to high standards, operates with transparency, and welcomes diversity-housed within our Core Values: People Matter. Quality First. Integrity Always.
As a leading independent recordkeeping services partner, retirement plan third-party administrator, and government savings facilitator, we aim to hire associates who find pride in going to work every day knowing that they help more than 12 million people save for what matters.
Ascensus provides equal employment opportunities to all associates and applicants for employment without regard to ancestry, race, color, religion, sex, (including pregnancy, childbirth, breastfeeding and/or related medical conditions), gender, gender identity, gender expression, national origin, age, physical or mental disability, medical condition (including cancer and genetic characteristics), marital status, military or veteran status, genetic information, sexual orientation, criminal conviction record or any other protected category in accordance with applicable federal, state, or local laws ("Protected Status").
