Retirement Plan Consultant (A-Z Consultant, ASC experience required)
Ascensus(25 days ago)
About this role
A Retirement Plan Consultant at FuturePlan serves as a primary client-facing consultant supporting retirement plan clients and financial advisors across the firm’s national network. The role centers on working within a large third-party administrator to support plan operations, compliance, and coordination with internal teams. It requires experience in the retirement industry and familiarity with plan documentation and administration.
Required Skills
- ERISA Compliance
- Plan Design
- Government Reporting
- Client Service
- Communication
- Mentoring
- Payroll Processing
- Valuation Reports
- Annual Testing
- Form 5500
+5 more
Qualifications
- Bachelors Degree
About Ascensus
ascensus.comEveryone deserves to feel financially secure. We help more people save through partnerships with leading financial institutions and state governments.
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