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Job Summary Partners with internal staff, plan sponsors, advisors and other company representatives to provide a positive customer experience, creating value with every customer contact in a cross-functional environment that includes, but is not ...
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 ...
Roles & Responsibility: Complete a variety of tasks as per processes assigned within specified parameters of the client/admin/support team. Responsible for performing various processes like loans, distributions, census, trust accounting, packagin...
Roles & Responsibility: Conducts benefit calculations for pension plans. Performs special actuarial projects as assigned. Draft data requests, perform data analysis and assess inconsistencies Prepare valuation data using Excel or Software applica...
Newport, an Ascensus company, helps employers offer their associates a more secure financial future through retirement plans, insurance and consulting services. Newport offers comprehensive plan solutions and consulting expertise to plan sponsors ...
Job Description Department Responsibilities: Ascensus Trust is responsible for the back office trust processing for plans including processing incoming contributions (checks, wires, and ACHs) and outgoing distributions. This team works closely...
Section 1: Position Summary The Trust Associate is part of the Processing team. This position is responsible for processing a variety of transactions in a timely manner into the correct accounts, with the correct tax codes and transaction detail...
Roles & Responsibility: Responsible for performing various processes like loans, distributions, census, trust accounting, packaging, 5500, valuation imports based on the admin/client support team requirement. Should be responsible for training te...
Position Summary As a member of the Ascensus Risk Management Department, the Risk Analyst provides meaningful contributions to the efforts of the team to proactively identify, assess, monitor, and mitigate risk throughout the organization. Job Fu...
Roles & Responsibility: Motivate, lead and support team members to provide excellent customer service and help transition work from onshore, training team members Coordinate with processes and procedures with other managers to provide consistent ...
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