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.
POSITION SUMMARY
The Retirement Contribution Consultant is responsible for ensuring accurate and timely contribution processing. This position will be responsible for working with clients to transition them onto the data integrity system, ensuring the system is set up to meet the client’s needs and then continuing to provide ongoing support to the client. The retirement contribution consultant will be expected to work with our onboarding and service teams along with our recordkeeper partners to troubleshoot errors, warnings, or history of contributions submitted in our data integrity system. This position will be evaluated on the ability to meet superior service goals as defined by management.
DUTIES AND RESPONSIBILITIES
- Responsible for protecting, securing, and proper handling of all confidential data held by FuturePlan to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to FuturePlan or our clients.
- Timely and accurate processing of assigned contributions
- Completely understanding the individual client contribution requirements and turnaround time.
- Demonstrate a detailed knowledge of retirement plans as well as the FuturePlan business, products, systems and processes.
- Reconcile the file received to what is loaded to the recordkeeper ensuring everything is balanced.
- Support incoming client & internal associates’ emails and calls regarding contribution questions ensure with quick and accurate responses are provided.
- Provide thorough, high-quality research, problem solving and issue resolution.
- Perform other activities related to the contribution process including audit or error reviews.
- Collaborate with internal and external departments in aligning and implementing a sophisticated contribution experience.
- Maintain knowledge of the system, documenting and updating procedures.
- Communicate significant issues and exceptions to an appropriate higher level of authority within the organization in a timely manner.
- Other duties assigned by management.
BASIC/MINIMUM QUALIFICATIONS
- Minimum 2 years recordkeeping experience
- Strong background in customer service
- Ability to manage multiple concurrent projects and priorities
- Demonstrated ability to ensure confidentiality of data
- Possess excellent written and verbal communication
- Team player, willing to help out where needed
- Self-motivated, ability to work independently
- Strong organization skills, attention to detail, and follow through to resolve any outstanding issues.
- Strong time management skills
- Ability to adapt to changing environment and support of multiple clients
- Advanced knowledge of Excel
- Proficient in an environment in which businesses processes, tools, etc. are still being defined
- Ability to work extended hours
PREFERRED QUALIFICATIONS
- Knowledge of retirement plan regulations
- Knowledge of tax deposit and filing requirements
- Understanding of in-house and third party payroll service delivery models
- Prior payroll implementation experience
- Experience with Salesforce
Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate from @ascensus.com or @futureplan.com email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.
For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual work space and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 25 MBps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Note: For call center roles specifically, it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in close proximity to the router. Please ensure that you are able to meet these expectations before applying.
At Ascensus, we aspire to make a difference for others. We are a technology-enabled services company that helps people save for a better future 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.®
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”).
