View All Jobs, Sorted by Date

Director ESOP

FuturePlan, by Ascensus

in Remote

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 Summary: Leads team of ESOP professionals to ensure client satisfaction.  Provides client support with all aspects of engagement to include review of administration, related testing, government forms preparation and consulting for highly complex ESOP Clients. May also provide technical training.

Leadership

• Manages and develops a high performing team through implementation of effective recruitment, training/cross training, performance management, mentoring, motivation and coaching.
• Leads and engages employees in a positive and professional manner where inclusion and diversity of thought are leveraged for innovation and continuous improvement.
• Works with employee to set and execute employee SMART goals/objectives.
• Maintains safe and healthy work environment by establishing, following and enforcing standards and procedures, complying with legal regulations

Client service

• Reviews allocations and testing related to ESOP book of business.
• Client relationship manager on book of business.
• Reviews legal plan document and provides guidance to plan sponsors.
• Coordinates plan distribution process including schedules, forms, and summarization of distribution directives. 
• Coordinates year end processing issues, plan financials and shares release calculations as well as assistance with client calls/communications.
• Leads process improvement projects deemed necessary after annual review of internal procedures, incorporating any upcoming tax law updates
• Consults on, recommends, and implements resolutions to client issues, satisfaction, responses and any other items necessary to assure customer loyalty.
• Maintains current awareness and understanding of legislative changes, IRS rulings, and expert opinions related to the processing of retirement plans.
• Researches new issues to determine their impact on plan qualification status
• Assists in training of new processes.

Required Education, Experience and Certificates, Licenses, Registrations

• Bachelor’s degree in business related field or combination of education and industry experience
• Minimum of 5-10 years of ESOP experience in third party administration environment including experience in preparing, reviewing, and explaining qualified plan compliance testing and government forms filing 
• 5+ year’s people leader experience
• Proven ability to utilize technical skills and available tools to solve compliance issues.
• Advanced knowledge of retirement plan tax law (ERISA)
• Strong mathematical aptitude, specifically detailed financial reconciliation, and data analysis.
• Exceptional oral and written communication, decision making, and conflict resolution skills.
• Strong motivation, business judgment, critical thinking, and analytical skills.
• Proven ability to coach cross-functional and geographically disperse individuals and groups.
• Ability to effectively partner and lead through change management
• Must be able to successfully resolve escalated client and personnel issues.
• Must be able to successfully balance multiple projects concurrently.
• Must possess a strong sense of client focus, fiscal responsibility, personal growth, professionalism, and a positive attitude.
• Advanced level of Excel

Preferred (but not required) education or skills for this role are

• ASPPA or CEBS preferred
• Experience in Relius a plus

Travel: Up to 5%.

Other Duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual work space and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 25 MBps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Note: For call center roles specifically, it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in close proximity to the router. Please ensure that you are able to meet these expectations before applying.

At Ascensus, we aspire to make a difference for others. We are a technology-enabled services company that helps people save for retirement, education, and healthcare through our network of institutional, financial advisor, and state partners. Our culture is guided by sound principles, is committed to high standards, operates with transparency, and welcomes diversity—housed within our Core Values: People Matter. Quality First. Integrity Always.®

As a leading independent recordkeeping services partner, retirement plan third-party administrator, and government savings facilitator, we aim to hire associates who find pride in going to work every day knowing that they help more than 12 million people save for what matters.

Ascensus provides equal employment opportunities to all associates and applicants for employment without regard to ancestry, race, color, religion, sex, (including pregnancy, childbirth, breastfeeding and/or related medical conditions), gender, gender identity, gender expression, national origin, age, physical or mental disability, medical condition (including cancer and genetic characteristics), marital status, military or veteran status, genetic information, sexual orientation, criminal conviction record or any other protected category in accordance with applicable federal, state, or local laws (“Protected Status”). 

How to Apply

Apply Now

View All Jobs, Sorted by Date

Manage This Listing (employer only)