Retirement Plan Consultant (Defined Benefit Plans)
Ascensus(1 month ago)
About this role
A Retirement Plan Consultant at FuturePlan is the primary client-facing expert for employer clients and financial advisors within a large national third-party retirement plan administrator. The role supports compliant retirement plan operations and coordinates with internal specialists and external partners to deliver client solutions.
Required Skills
- ERISA Compliance
- Plan Design
- 5500 Filing
- Annual Testing
- Client Service
- Communication
- Excel
- Payroll Processing
- Audit Support
- Document Updates
Qualifications
- Bachelor's 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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