ZipRecruiter

Log In

1

Futureplan Jobs (NOW HIRING)

ASCENSUS

Treasury Analyst

Atlanta, GA

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 ...

ASCENSUS

Treasury Analyst

Philadelphia, PA

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 ...

ASCENSUS

Plan Administrator

Philadelphia, PA

$55/hr

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 ...

ASCENSUS

Plan Administrator

Dallas, TX

$55/hr

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 ...

ASCENSUS

Treasury Analyst

Charleston, SC

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 ...

ASCENSUS

Fraud Investigator

Philadelphia, PA · On-site

$75/hr

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 ...

ASCENSUS

Compliance Coordinator II

Philadelphia, PA · On-site

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 ...

ASCENSUS

MEP/PEP Client Service Manager

Charlotte, NC · On-site

$60/hr

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 ...

ASCENSUS

ERISA Consultant

Dresher, PA

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 ...

ASCENSUS

Plan Administrator

Denver, CO

$55/hr

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 ...

ASCENSUS

MEP/PEP Client Service Manager

Dallas, TX

$60/hr

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 ...

ASCENSUS

MEP/PEP Client Service Manager

Newark, NJ

$60/hr

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 ...

ASCENSUS

Plan Administrator

Pittsburgh, PA

$55/hr

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 ...

ASCENSUS

MEP/PEP Client Service Manager

Atlanta, GA

$60/hr

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 ...

next page

Showing results 1-20

All JobsFutureplan Jobs

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?

AspectFutureplanFinancial Advisor
Required CredentialsTypically requires certification in financial planning or related fieldsRequires certifications like CFP, CFA, or equivalent
Work EnvironmentOften works in financial planning firms, banks, or independentlyWorks in financial institutions, advisory firms, or independently
Industry UsageCommonly used in personal financial planning and retirement planningUsed 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.

More about Futureplan jobs
What cities are hiring for Futureplan jobs? Cities with the most Futureplan job openings:
What states have the most Futureplan jobs? States with the most job openings for Futureplan jobs include:
What job categories do people searching Futureplan jobs look for? The top searched job categories for Futureplan jobs are:
Futureplan jobs near you
Infographic showing various Futureplan job openings in the United States as of July 2026, with employment types broken down into 100% Full Time. Highlights an 69% Physical, 2% Hybrid, and 29% Remote job distribution.
Participant Engagement Consultant

Participant Engagement Consultant

ASCENSUS

Atlanta, GA

Full-time

Retirement

Re-posted 15 days ago

Ascensus rating

8.5

Company rating: 8.5 out of 10

Based on 38 frontline employees who took The Breakroom Quiz

27th of 148 rated financial services

Job description

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.

Job Description

Primary Purpose:

Responsible for planning and implementing the participant communication and engagement strategy for retirement plans sold and serviced by Ascensus. Represent Ascensus as the subject-matter-expert and primary point of contact in developing effective participant education programs for plan sponsors and participants. Conduct participant communication meetings and organize all forms of participant communication mediums with a goal to produce measurable results. Actively participate in RIS new business efforts, presenting in sales presentations for prospects and annual relationship reviews with existing clients. Act as liaison between RIS and IRM partners to generate referral opportunities and execute on other department initiatives.

Essential Responsibilities:
  • Keep abreast of laws, regulations and trends and other issues that may affect plan participation.
  • Develop a broad understanding and ability to present effectively our capabilities relating to retirement readiness and IRM efforts across Ascensus.
  • Consult with prospects and plan sponsors to develop a communication strategy that will drive positive results and meet the needs of plan participants considering the demographics of the workforce and education levels of participants.
  • Establish and conduct retirement readiness, enrollment, conversion and other financial education meetings, webinars and Leadership Training programs according to guidelines.
  • Maximize participation in the Plan and increase participant savings rates. Track, gather, evaluate and report meeting results.
  • Work directly with the Plan Sponsor and Client Relationship Manager on the most effective education medium for each Plan and offer recommendations.
  • Independently create plan specific presentation content referencing legal plan documents, Summary Plan Descriptions and Investment Policy Statements.
  • Provide basic retirement planning, investment and financial wellness education including workshop-based seminars, targeted mailing campaigns, webinars and videos.
  • Ensure that Plan Sponsors and participants receive a quality communication meeting through the completion of regular client and participant surveys.
  • Report participant communication activity for all programs conducted and ensure that appropriate fees are assessed.
  • Actively participate in new business efforts including developing and lead the participant communication services portion in presentations for prospects.
  • Look for cross selling opportunities within existing client relationships to improve the participant experience and bring additional revenue and/or referral opportunities.
  • Assist with special participant communication team projects and serve as a mentor and resource for new communications specialist team members.
Minimum Required Skills or Competencies:
  • Bachelor's degree or equivalent education and related training
  • Bilingual English and Spanish
  • 2-3 years of experience in defined contribution industry or related field
  • Series 65 license preferred (Registered Investment Advisor)
  • Accreditation in employee benefits, investments or equivalent (ASPPA examinations)
  • Excellent written and verbal communication skills
  • Consultative selling skills
  • Experienced public speaking and presentation skills
  • Project management skills, including the ability to multitask and organize priorities
  • Proficient in the use of computers and various software applications
  • Ability to travel, occasionally overnight
Preferred Skills or Competencies:
  • Public speaking or presentation skills
  • 2-3 years of direct experience as a Participant Engagement Consultant for employee benefit accounts
  • A solid foundation and understanding of 401(k) plan administration and regulations
  • Proven written skills and the ability to develop effective 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.

What Ascensus employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

Apply