Ascensus

Analyst

• Responsible for the successful completion of a steady flow of diverse and engaging retirement plan document projects ranging from basic to medium-level complexity.
• Independently analyzing document design
• Become internal expert on plan documents and design
• Consulting to internal partners on the design of start-up plan documents
• Processing of plan document from initial draft phase through finalization and delivery for both new plan documents and plan takeovers, including all ancillary documents (Summary Plan Description, Safe Harbor Notice, etc.).
• Processing of plan document from initial draft phase through finalization and delivery for IRS-mandated restatements, including all ancillary documents.
• Processing of plan amendments including discretionary amendments, Trustee changes and Plan Sponsor and Participating Employer changes.
• Preparation of plan termination documents for both Defined Contribution and Defined Benefit plans.
• Participation in special team project opportunities such as analysis of retirement plan legislation, creation of communication/processes for Interim Plan Amendments and development of training materials for internal partners such as plan Consultants, plan analysts and distribution team processors.

Document Analyst – Specialization

IT Support

• Act as the technical liaison between internal and external clients, Ascensus development teams, and third party vendors.
• Document client support and ensure service level standards are met.
• Advocate for the RPS client to provide technical resolutions by developing, recommending, implementing and facilitating solutions.
• Manage new or existing client relationships through the implementation of products and subscriptions.
• Provide second level technical assistance to clients using multiple applications for troubleshooting and research.
• Manage upgrades, QA testing, and rollouts of software products and services.
• Utilize internal systems for project tracking and problem resolution.
• Provide customer service support in a call center environment through various mediums: phone, email, and ticket system.
• Recognize and anticipate problems and take appropriate actions, escalate and report as needed.
• Act as client advocate and take necessary steps to exceed service standards to manage client retention/growth.

Applications Help Desk

Account Executive

• Facilitate the growth of new relationships and business for FuturePlan.
• Drive sales with financial professionals and strategic alliance platforms to meet assigned sales goals.
• Coordinate sales activities for key Plan Sponsor relationships.
• Actively work with Internal and External Sales Consultants to drive sales and marketing.
• Assist existing employers and Financial Advisors in the retention of current business (as needed) and remain current on industry, technical and product knowledge.

VP, Sales Consultant – Retirement Industry

Consultant

• Responsible for managing the overall onboarding process, client and advisor expectations and meeting service timelines for newly sold retirement plans (both start-up and takeovers of existing plans) to ensure a smooth and efficient onboarding experience for clients.
• Also responsible for quality control and assurance for plan conversions, account transition and ensuring all responsibilities and tasks are performed in accordance with FuturePlan’s core values and best practices.
• Manages case load effectively to meet or exceed departmental service goals specific service levels for quality and timeliness with limited supervision.
• Provides clear communication regarding the roles of each individual involved in the onboarding process.
• Coordinates with the client and advisor to review all implementation and onboarding documents are in order to facilitate the installation of the plan.
• Communicates the details of the plan’s onboarding progress (as needed or requested) to each internal department (sales consultant, onboarding manager and service consultant) through regular contact or workflow system updates as it pertains to their open onboarding cases.
• Consistently updates workflow system or status report to keep all parties informed of onboarding activities and progress.
• Provides training and assistance to clients to ensure completion of the client tasks and issue resolution.
• Ensures internal department’s completion of tasks by the scheduled due date.
• Provides input to Management on client issues and onboarding delays.
• Proactively escalates potential risks to appropriate leadership staff that impact either service satisfaction and/or financial liability.
• Participates, as required, in solution teams to ensure onboarding processes are defined and incorporated for new and enhanced services.
• Provide guidance to clients and financial advisors to fully inform and educate them on ongoing administrative services provided by FuturePlan.
• Provide hand-off to the appropriate service consultant to ensure a smooth transition for the client and financial advisor including identifying all open issues.
• Provides accurate qualified plan information and education to financial partners, financial professionals and clients by attending Ascensus training sessions and continuing self-study.
• 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.
• Assist with other tasks and projects as assigned.

Document Analyst – Specialization

Applications Help Desk

VP, Sales Consultant – Retirement Industry

Plan Termination Consultant