Client Relationship Manager
Client Relationship Manager
Employer Active
Job Alert
You will be updated with latest job alerts via email
Share
Job Alert
You will be updated with latest job alerts via email
Job Description
FuturePlan is the nations 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 industrys largest in-house ERISA teams. Learn more at .
Job Description
Section 1: Position Summary
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 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.
Section 2: Job Functions Essential Duties and Responsibilities
Provide timely exceptional 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 with all initial and ongoing plan design and document needs including promoting awareness and educating all clients in regards to their obligations with the IRS and DoL regulations.
Assist clients in meeting all IRS and Department of Labor deadlines necessary for qualified retirement plan
Assist clients with Service and IRS Plan terminations
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
Complete/Assist with payroll processing as required by the products assigned
Accountable for all aspects of valuation reports participant statements and annual testing
Review or perform as needed the annual testing for plans including ADP/ACP Top Heavy 410(b) 415 401(a)(4)deductibility and 402(g)
Work with assigned coordinator(s) to provide compliant and accurate valuation reports participant statements trust accounting 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 Form 5500 and coordinate with plan sponsor to help ensure timely 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 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
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 software desirable but not required
- Strong Word Excel 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 related ERISA compliance matters
- Ability to effectively plan and assign work to and oversee plan associates that are qualified to assist with plan modifications
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 @ or @ 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.
Required Experience:
Manager
Employment Type
Full-Time
