This role serves as the strategic relationship lead for our pooled plan business, owning and nurturing executive-level partnerships with PEOs, MEP/PEP sponsors, Pooled Plan Providers (PPPs), and key advisor agencies. You’ll be the face of Ameritas in this space—driving retention, engagement, and growth while acting as a trusted advisor and subject matter expert in the PEO and pooled plan market.

The position serves as a subject matter expert for a plan compliance administration team and is responsible for delivery of technical administrative services to qualified retirement plans. This position is accountable for ensuring the day-to-day business needs are being met for their own workload. This position will provide associate training, meeting facilitation, and development/implementation of workflow process improvement. This position also supports the daily activity of the team through team standards, answering processing or escalation questions, and acting as subject matter expert as needed to meet team and Retirement Plan division goals.

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. Job Description Section 1: Position Summary High level review to ensure quality of client deliverables including research of pension law and regulations. Responsible for ensuring service standards remain in alignment with the expectations, guidance and direction provided by the FuturePlan Lead Actuary and organizational standards. Serve as an expert in the valuation, administration and compliance of Defined Benefit, Cash Balance plans and DB/DC Combo plans.

Builds and maintains the relationships of qualified defined contribution retirement plans utilizing our Recordkeeping platform. Acts as a point of contact for assigned relationships, resolves team escalations, documents procedures and identifies areas for process improvement.

As an External wholesaler for Retirement Plan Services you will develop, direct, implement, and maintain a business plan to achieve sales and growth goals for your assigned external wholesale area(s) of responsibility. You will build, enhance, and direct the relationship with firms and/or institutions in your assigned territory of Arizona, New Mexico, and El Paso. You will also build, direct, and maintain external wholesale sales programs/plans which result in an increase in sales revenue and market share within the assigned territory.

The Regional Vice President’s (RVP) primary responsibility is to facilitate the growth of retirement plan sales through Financial Professionals, TPAs, RIAs, and DC I/O Firms. This is accomplished through promoting both our product options and our alliance partners’ products, advising and assisting Financial Professionals during the prospecting stage, and attending sales calls as requested.

This role partners with our selling teams, supports our business development efforts with Advisors, and builds our presence in the Advisor retirement plan marketplace! You will identify, build, and maintain strong relationships with Advisors in your region. Focus on educating Advisors, firms, and partners on our services and processes. You will also partner and be responsible for key projects with our Vice President of External Business Development. Mostly, you will be serving our Advisors partners in ways that support their ability to grow and provide excellent experiences for our mutual clients. CANDIDATES MAY BE BASED REMOTELY IN NYC, NJ, PHILADELPHIA OR WASHINGTON DC

Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow. The Regional Vice President’s (RVP) primary responsibility is to facilitate the growth of retirement plan sales through Financial Professionals, TPAs, RIAs, and DC I/O Firms. This is accomplished through promoting both our product options and our alliance partners’ products, advising and assisting Financial Professionals during the prospecting stage, and attending sales calls as requested.