Retirement Plan Coordinator

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. As the Retirement Plan Coordinator for the support group, you are responsible for assisting the Accounting and Support Department in completing ongoing projects by the administration and installation department. Responsibilities: Prepare the Welcome Kit with templates in a timely manner to send out to clients and related contacts. Compile each file with appropriate docs. Prepare DocuSign to send docs for signature. Assist with e-filing 5500’s Cover the support team as needed Review questionnaire and ‘new plan’ information from the sales team Correct or obtain required/missing information or documents from the salesperson if needed Process plan terminations Qualifications: 2-year college or Associate Degree or relevant experience Prior administrative experience Conscientious, organized, and attentive to detail Good telephone manners/skills Ability to operate office equipment Knowledge of Microsoft Word, Excel and Outlook Must be able to multi-task and work well under pressure 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. Ascensus helps millions of people save for a better future. What makes any career at Ascensus so rewarding? Collaborative, idea-sharing environment Professional Development with in-house training and tuition reimbursement Generous reward programs Paid time off Medical, dental & vision benefits Health Savings Account with employer contribution up to $1,100 401(k) & 529 college savings match programs Volunteer and charitable-giving programs Business casual dress