Defined Benefit Retirement Plan Consultant

Ascensus(1 month ago)

HybridFull TimeMedior$78,185 - $105,023 (estimated)Retirement Services

About this role

A Retirement Plan Consultant at FuturePlan is a client-facing specialist supporting employer and advisor relationships within the company's retirement plan administration business. The role focuses on delivering expertise in plan operations, compliance, and reporting while acting as a central contact across client engagements.

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Required Skills

ERISA Compliance
Plan Design
5500 Filings
Annual Testing
Valuation Reports
Payroll Processing
Excel
Communication
Client Management
Document Review

+2 more

Qualifications

Bachelors Degree

About Ascensus

ascensus.com

Everyone deserves to feel financially secure. We help more people save through partnerships with leading financial institutions and state governments.

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