Silver Consultant, FuturePlan

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. Section 1: Position Summary: Management of TPA and direct client relationships focusing on Silver service model Cash Balance plans to foster strong client retention and create “raving fan” clients. Manage and negotiate workflow of client projects ensuring client expectations are effectively established and met. Section 2: Job Functions, Essential Duties and Responsibilities - Manage a book of business as defined in the annual goals. - Request and follow-up data, trust, documents, and other information needed to complete...