Compliance role requiring advanced understanding of retirement plan types and support for complex plan consultant interactions.

The Vice President, Sales Consultant’s primary responsibility is to facilitate the growth of new relationships and business for FuturePlan. This role drives sales with financial professionals and strategic alliance platforms, coordinates sales activity for key Plan Sponsor relationships, and partners with internal and external sales teams to meet assigned goals.

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 includes promoting product options, supporting Financial Professionals in the prospecting process, and attending sales calls as needed.

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 the Pacific Northwest. 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.

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 Northern California. 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.

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 Los Angeles. 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 Plan Administration Analyst provides administrative services for qualified retirement plans including, but not limited to annual compliance testing, contribution calculations, and preparation of the Form 5500. This role keeps plans qualified by making sure all regulatory deadlines are met and working with clients to resolve compliance issues. This position works with and advises other departments on plan compliance matters.

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.

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.