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Ascensus
Dresher, PA, United States
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
Job Source: AscensusCPS, Inc.
Philadelphia, PA, United States
Posted: 02/13/2024 Industry: Employee Benefits & Retirement Services Job Number: SA24.1.17.5 Experience: Job Description National Plan Provider is seeking an experienced Retirement Plan Consultant . The ideal candidate will bring extensive knowledge of retirement services, including Defined Contribution and Defined Benefit plans, and p
Job Source: CPS, Inc.The Judson Group
, PA, United States
Senior Retirement Plan Consultant | Pittsburgh, Pennsylvania Reference Number: MHH7327 Location: Pittsburgh, Pennsylvania Judson Group has been retained by a nationally recognized wealth management and retirement plan consulting firm located in Pittsburgh in the search for a Senior Retirement Plan Consultant . This candidate will have the unique
Job Source: The Judson GroupAscensus
Dresher
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
Job Source: AscensusEquitable Advisors
Philadelphia, PA, United States
OverviewWe are seeking highly motivated individuals to join our dynamic team of approximately 5,000 financial professionals. The Financial Professional career is a relationship-driven position that provides an opportunity to build meaningful relationships and help people make financial decisions towards a fulfilled life. We believe in teamwork, col
Job Source: Equitable AdvisorsMutual of America
Conshohocken, PA, United States
Mutual of America Job Title: Retirement Plan Specialist Location: Philadelphia, PA Who We Are: At Mutual of America Financial Group, we help people build the assets they need to achieve greater financial security. Our Company is built upon a solid foundation of integrity, excellence, and social responsibility. Since 1945, we have specialized i
Job Source: Mutual of AmericaEquitable
Philadelphia, PA, United States
Equitable Advisors is currently seeking to onboard a new Retirement Benefits Group (RBG) Financial Professional. As an entry level RBG Financial Professional, you can accelerate your own success. Your primary focus will be providing financial products and services, as well as education to those who build and serve our communities, such as: • Teach
Job Source: EquitableEquitable
Philadelphia, PA, United States
4 weeks ago Be among the first 25 applicants Save this job with your existing LinkedIn profile, or create a new one. Save this job with your existing LinkedIn profile, or create a new one. Your job seeking activity is only visible to you. Email Welcome back Sign in to save Financial Consultant: Wealth Management & Retirement Planning at
Job Source: EquitablePhiladelphia, PA, United States
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.
Serve as a resource to plan sponsors and financial advisors for matters related to ERISA compliance, plan design and governmental reporting. This person is the single point of contact for employer, financial profession and plan sponsor for their accounts. A Retirement Plan Consultant is able to handle client meetings both in person and via phone. This position requires advanced knowledge of plan design, testing, 5500's, loans and distributions and can assist on plan operation and document updates.
Section 2: Job Functions, Essential Duties and Responsibilities
Provide timely, superior customer service, including problem solving and issue resolution with minimal inconvenience to clients
Provide effective verbal and written communications in a clear, concise and informative manner
Act as a mentor to Retirement Plan Coordinators, collaborating to meet or exceed defined business objectives, firm goals and client obligations, as applicable
Assist clients initial and ongoing plan design and document support, including understanding their responsibilities with IRS and Department of Labor regulations
Assist clients in meeting all IRS and Department of Labor deadlines necessary for qualified retirement plan
Maintain up-to date knowledge of present legislation and proposed legislative changes with regard to ERISA law through self-study and company-sponsored training sessions
Responsible for communicating valuation reports, participant statements and annual testing results to clients
Review or perform, as needed, the annual testing for plans and communicate results with clients
Work with assigned coordinator(s) to provide compliant and accurate valuation reports, participant statements, trust accounting, annual testing and reporting as applicable
Accountable for coordinating work performed by FuturePlan operations on behalf of their client(s) in support of Audit requirements.
Coordinate with all applicable parties, both internal and external, 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 oversee activities that will ensure timely and accurate completion of book of business
Assist with other tasks and projects as assigned
Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients.
Our I-Client service philosophy and our Core Values of People Matter, Quality First and Integrity Always should be visible in your actions on a day to day basis showing your support of our organizational culture.
Assist with other tasks and projects as assigned
Supervision
N/A
Section 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 Relius and/or ASC software is highly desirable
Strong Word, Excel, and Outlook skills
Strong written and oral communication skills
Strong analytical and problem solving skills
Strong attention to detail and the ability to prioritize, manage tasks and meet in connection with business operations, including related ERISA compliance matters
Ability to effectively plan and assign work and supervise support staff
We are proud to be an Equal Opportunity Employer
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.
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Retirement Plan Consultant jobs in Philadelphia, PA, United States
ⓘ There was an unexpected error processing your request.
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Get ready to discover your next great opportunity.