Retirement Plan Onboarding Specialist

Ascensus; Florida; On-site; USD 52,000 - 68,000; Full time

Job summary

FuturePlan is the nation’s largest third-party administrator (TPA) of retirement plans, partnering with advisors in all 50 states. FuturePlan delivers high-touch personalized service backed by Ascensus, with a large national footprint and extensive ERISA capabilities.

The role focuses on managing onboarding for new and takeover plans, ensuring quality control, and guiding clients and advisors through the process.

Qualifications

• Bachelor’s degree in Accounting, Business Administration, Mathematics, or equivalent work experience.
• Proficiency in MS-Office software applications, including Excel and Word.
• 1-3 years of industry experience in financial services or retirement services environment is preferred.
• Minimum of 2 years of experience with Relius, ASC, FT William or similar administration recordkeeping system preferred.
• Basic level knowledge base of ERISA, DOL and IRS regulations, and plan documents.
• Excellent presentation skills, telephone etiquette and professionalism, client service skills and time management proficiency.
• Excellent written and oral communication skills and ability to interact with all levels.

Responsibilities

• 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.
• Collaborates with team members to continuously improve implementation processes.
• Coordinates with the client and advisor to review all implementation and onboarding documents to facilitate plan installation.
• Communicates onboarding progress to internal departments through regular updates.
• Updates workflow system or status reports to keep all parties informed of onboarding activities and progress.
• Provides training and assistance to clients to ensure completion of 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; escalates risks when needed.
• Participates in solution teams to define onboarding processes for new/enhanced services.
• Provide guidance to clients and financial advisors on ongoing administrative services.
• Provide hand-off to service consultants to ensure smooth transitions including identifying open issues.
• Provides accurate plan information and education to financial partners and clients by attending training sessions.

Skills

MS-Office

Excel

Word

Communication

Time management

Client service

Problem solving

Education

Bachelor's degree in Accounting, Business Administration, Mathematics, or equivalent work experience.

Tools

Relius

ASC

FT William

Job description

FuturePlan is the nation’s largest third-party administrator (TPA) of retirement plans, partnering with advisors in all 50 states. FuturePlan delivers high-touch personalized service backed by Ascensus, with a large national footprint and extensive ERISA capabilities.

The role focuses on managing onboarding for new and takeover plans, ensuring quality control, and guiding clients and advisors through the process.