Log In
Sign Up
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.
Client Relationship Manager (CRM) is responsible for oversight of the completion of compliance testing, government filings, and all year-end reports for client defined benefit retirement plans. CRM is responsible for service for a block of clients, partnering with financial advisors, and brokers at all levels based off the FuturePlan service model. This includes working with internal team members to process requests for each client. Act as an SME and mentor for fellow employees. CRM will be evaluated on the ability to meet service goals as defined by management.
***This position is 100% remote and can be located anywhere in the U.S.***
CLIENT RELATIONSHIP MANAGER DUTIES AND RESPONSIBILITIES
Ensure delivery and explanation of defined benefit retirement plan administration including plan documents, compliance testing, government filings, distributions, loans, plan eligibility, and vesting
Ensure accuracy of data for use in managing plan load and reporting
Consultatively communicate with clients and financial advisors
Review and deliver Actuarial Valuations and PBGC Premium Calculations
Assist with plan design options
Develop technical skills to become a subject matter expert in specified employer services area(s)
Be able to execute the above responsibilities primarily for defined benefit plans but also some defined contribution plans.
Communicate significant issues and exceptions to an appropriate higher level of authority within the organization in a timely manner
Ensure timely PBGC Plan Terminations
Project work as needed
3+ years of defined benefit experience required
At Ascensus, we aspire to make a difference for others. We are a technology-enabled services company that helps people save for retirement, education, and healthcare 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.®
As a leading independent recordkeeping services partner, retirement plan third-party administrator, and government savings facilitator, we aim to hire associates who find pride in going to work every day knowing that they help more than 12 million people save for what matters.
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”).
