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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.

POSITION SUMMARY

The Retirement Plan Coordinator is responsible for ensuring accurate and timely payroll processing. This position will be responsible for working with clients to transition them onto the CORE system, ensuring the system is set up to meet the client’s needs and then continuing to provide ongoing support to the client. This position will be evaluated on the ability to meet superior service goals as defined by management.

DUTIES AND RESPONSIBILITIES

• Complete understanding the individual client payroll requirements and turnaround time.

• Reconcile the file received to what is loaded to the Recordkeeper ensuring everything is balanced

• Support incoming client emails and calls regarding payroll questions ensure quick and accurate responses are provided

• Perform other activities related to the payroll process including audit or error reviews

• Collaborate with internal and external departments in aligning and implementing sophisticated payroll experience

• Maintain knowledge of the system, documenting and updating procedures

• Communicate significant issues and exceptions to an appropriate higher level of authority within the organization in a timely manner

• Other duties assigned by management

BASIC/MINIMUM QUALIFICATIONS

• Associate Degree or relative work experience

• Minimum 2 years payroll experience

• Strong background in customer service

• Ability to manage multiple concurrent projects and priorities

• Demonstrated ability to ensure confidentiality of data

• Possess excellent written and verbal communication

• Team player, willing to help out where needed

• Self-motivated, ability to work independently

• Strong organization skills, attention to detail, and follow through to resolve any outstanding issues.

• Strong time management skills

• Ability to adapt to changing environment and support of multiple clients

• Advanced knowledge of Excel

• Proficient in an environment in which businesses processes, tools, etc. are still being defined

• Ability to work extended hours

PREFERRED QUALIFICATIONS

• Knowledge of retirement plan regulations

• Knowledge of tax deposit and filing requirements

• Understanding of in-house and third party payroll service delivery models

• Prior payroll implementation experience

• Experience with Salesforce

** We are proud to be an EEO employer M/F/D/V.

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.

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”).