Ascensus

Retirement Plan Consultant

Ascensus(1 month ago)

HybridFull TimeMedior$60,000 - $90,000Retirement Plan Administration
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About this role

A Retirement Plan Consultant at FuturePlan serves as the primary client-facing expert for assigned retirement plan accounts within a national third-party administrator. The role supports plan sponsors and financial advisors by representing FuturePlan’s client-focused service model and ensuring consistent, accurate plan administration and guidance.

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Required Skills

  • ERISA Compliance
  • Plan Design
  • Form 5500
  • Annual Testing
  • Payroll Processing
  • Loan Processing
  • Client Service
  • Excel
  • Communication
  • Relius Software

+4 more

Qualifications

  • Bachelors Degree
Ascensus

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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