Actuary
$111K - $131K/yr
All email communications from Ascensus or its hiring managers originate from @ascensus.com or @futureplan.com email addresses. We will never ask you for payment or require you to purchase any ...
Actuary
$111K - $131K/yr
All email communications from Ascensus or its hiring managers originate from @ascensus.com or @futureplan.com email addresses. We will never ask you for payment or require you to purchase any ...
Futureplan information
What are some common challenges faced by professionals working in a FuturePlan retirement plan services role, and how can they be managed?
Professionals in FuturePlan roles often navigate complex retirement plan regulations and must ensure meticulous attention to detail when administering various plan types for clients. Balancing multiple client accounts and deadlines can be demanding, requiring strong organizational skills and the ability to adapt to regulatory changes quickly. Effective communication with clients, financial advisors, and internal teams is essential for resolving plan issues and delivering high-quality service. Leveraging ongoing training and technology tools offered by FuturePlan can help manage these challenges and support professional growth.
What is a FuturePlan and what does the role involve?
FuturePlan is a national retirement services provider that offers solutions for retirement plan design, administration, and compliance. Professionals working at FuturePlan, such as retirement plan consultants or administrators, help businesses set up and manage retirement plans like 401(k)s and pension plans. Their role typically involves working with clients to ensure their plans comply with legal regulations, assisting with plan design, and providing guidance on plan operations. They also help with employee education and support employers through the complexities of retirement plan administration.
What are the key skills and qualifications needed to thrive as a Futureplan Specialist, and why are they important?
To thrive as a Futureplan Specialist (Retirement Plan Consultant), you need expertise in retirement plan design, compliance, and administration, typically supported by a background in finance, accounting, or a related field. Familiarity with recordkeeping systems, compliance software, and certifications like QKA or ASPPA are often required. Strong analytical thinking, attention to detail, and effective client communication differentiate top performers in this role. These skills ensure accurate plan management, regulatory compliance, and high-quality client support in a specialized financial services environment.
What is the difference between Futureplan vs Financial Advisor?
| Aspect | Futureplan | Financial Advisor |
|---|---|---|
| Required Credentials | Typically requires certification in financial planning or related fields | Requires certifications like CFP, CFA, or equivalent |
| Work Environment | Often works in financial planning firms, banks, or independently | Works in financial institutions, advisory firms, or independently |
| Industry Usage | Commonly used in personal financial planning and retirement planning | Used broadly in investment, estate, and retirement planning |
Futureplan and Financial Advisor roles share similar credentials and work environments, focusing on helping clients manage finances. However, Futureplan often emphasizes retirement and estate planning, while Financial Advisors may cover a broader range of financial services. Both roles are essential in the financial industry and frequently searched together by clients seeking comprehensive financial guidance.
What are popular job titles related to Futureplan jobs in Indiana? For Futureplan jobs in Indiana, the most frequently searched job titles are:
What job categories do people searching Futureplan jobs in Indiana look for? The top searched job categories for Futureplan jobs in Indiana are:
Ascensus rating
8.5
Based on 38 frontline employees who took The Breakroom Quiz
27th of 148 rated financial services
Job description
Summary / Objective
Serve as the technical expert and project manager for the annual funding, accounting, and compliance requirements for defined benefit pension plans.
Responsibilities
- Leverage tools and resources to provide clients with innovative and effective solutions
- Assist in the development and delivery of quality client communication and deliverables in support of SeniorConsultants
- Prepare and manage internal project deadlines
- Prepare, technically review, and serve as primary contact to clients on annual service offerings
- Review pension benefit calculations in accordance with plan provisions, Internal Revenue Code, ERISA, and other legal regulations
- Oversee annual employee pension statement projects
- Assist in completing and managing non-routine client work such as plan design, plan termination, benefit statements, and other special projects
- Assist in the development and training of student-level staff
Skills & Qualifications
Bachelor degree in math, actuarial science, or other related field
One or more credentials from the Society of Actuaries or Joint Board of Enrolled actuaries required
If not fully credentialed, pursuit of FSA is required
ProVal experience a strong plus
Project management experience
Strong communication skills, including client consulting and presentations
Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate from @ascensus.com or @futureplan.com email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.
About Ascensus
Sourced by ZipRecruiter
Industry
Finance and insurance
Company size
5,001 - 10,000 Employees
Headquarters location
Dresher, PA, US
Year founded
1975