Defined Benefit Relationship Manager at Ascensus in Jackson, Mississippi

Job Description:

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.

The Client Relationship Manager (CRM) is responsible for the accurate completion of compliance testing, government filings, and all year-end reports for client retirement plans. The CRM is responsible for serving clients, financial advisors, and brokers at all levels based on the legacy Goldleaf service model; working with team members to process requests for each client; and mentoring fellow employees. CRM will be evaluated on the ability to meet service and processing goals as defined by management. This position requires defined benefit plan experience.

CLIENT RELATIONSHIP MANAGER DUTIES AND RESPONSIBILITIES

• Ensure accuracy of 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


• Interface with financial fund families


• Prepare 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 for both defined contribution and defined benefit plans


• Communicate significant issues and exceptions to an appropriate higher level of authority within the organization in a timely manner


• Prepare PBGC Plan Terminations


• Project work as needed

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 aleading 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").
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