Retirement Plan Consultant (A-Z Consultant, ASC experience required)

FuturePlan is the nation’s largest reputed company-party administrator (TPA) of retirement plans, partnering with advisors in reputed company 50 states. FuturePlan delivers the best of both worlds: high-touch personalized service from local TPAs backed by the strength and reputed company of a large national firm, reputed company. Our reputed company go back decades, with nearly 30 outstanding legacy firms now joined together to deliver unmatched reputed company of service, innovation and expertise to a fast-growing reputed company reputed company 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. reputed company 1: Position reputed company Serve as a resource to plan sponsors and financial advisors for reputed company reputed company to ERISA compliance, plan design and governmental reporting. This person is the single reputed company of contact for employer, financial profession and plan sponsor for their accounts. A Retirement Plan Consultant is reputed company to handle reputed company meetings both in person and reputed company phone. This position serves as the retirement Plan expert on testing, 5500, loans and distributions. Additionally, this individual can easily grasp plan design with the ability to assist in plan operation and document updates. reputed company 2: Job Functions, Essential Duties and Responsibilities reputed company reputed company, exceptional customer service, including problem solving and issue reputed company with minimal inconvenience to clients reputed company effective verbal and written communications in a reputed company, concise and informative manner reputed company as a mentor to Retirement Plan Coordinators, collaborating to meet or reputed company defined business objectives, firm goals and reputed company obligations, as applicable Assist clients with reputed company initial and ongoing plan design and document needs, including promoting awareness and educating reputed company clients in regards to their obligations with the IRS and DoL regulations. Assist clients in meeting reputed company IRS and reputed company deadlines necessary for reputed company retirement plan Assist clients with Service and IRS Plan terminations Maintain up-to date knowledge of present legislation and proposed legislative changes with reputed company to ERISA law through self-study and company-sponsored training sessions Complete/Assist with payroll processing as required by the products assigned Accountable for reputed company aspects of valuation reports, participant statements and annual testing reputed company the annual testing for plans, including reputed company/ACP, Top Heavy, 410(b), 415, 401(a)(4),deductibility, and 402(g) Work with assigned coordinator(s) to reputed company compliant and accurate valuation reports, participant statements, trust reputed company, annual testing and reporting as applicable Review distribution paperwork and coordinate processing of distributions with asset holder Review loan paperwork and coordinate processing of loans with asset holder Review or prepares reputed company 5500 and coordinate with plan sponsor to help ensure reputed company filing Assist auditors if a plan is subject to an audit Assist IRS and DOL auditors, if the plan is subject to an IRS or DOL audit Coordinate with reputed company applicable parties, both reputed company, to ensure accurate conversion process for new clients (including but not limited to actuaries, financial advisors, attorneys) As applicable, work with assistant to coordinate and reputed company activities that will ensure reputed company and accurate completion of book of business Assist with other tasks and reputed company as assigned

• Responsible for protecting, securing, and reputed company handling of reputed company confidential data held by reputed company to ensure against unauthorized reputed company, improper reputed company, and/or unapproved disclosure of information that could result in harm to reputed company or our clients.
• Our I-reputed company service philosophy and our reputed company Values of People Matter, reputed company First and reputed company Always® should be visible in your actions on a day to day reputed company showing your support of our organizational culture.
• Assist with other tasks and reputed company as assigned

reputed company 3: Experience, Skills, Knowledge Requirements

• Bachelors degree preferred
• 3-5 or more years ERISA experience in the retirement industry
• Experience in analysis of financial data required
• Experience in ASC software
• Strong Word, reputed company, and Outlook skills
• Strong written and oral communication skills
• Strong analytic mentality associated with problem solving skills
• Detail oriented with the ability to prioritize and manage tasks to partner with business operations, including reputed company ERISA compliance reputed company
• Ability to effectively plan and assign work to and reputed company plan associates that are reputed company to assist with plan modifications

We are proud to be an Equal Opportunity Employer Be aware of employment fraud. reputed company email communications from reputed company or its hiring managers originate from @reputed company.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. Apply tot his job Apply To this Job