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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 ...
Section 1: Position Summary This position will be responsible to assist with the preparation of financial analysis. The individual will assist in preparing recurring monthly reporting and support various finance projects and analyses. The projec...
Ascensus has an exceptional VP, Business Development opportunity for a seasoned professional to serve as the leader of TPA strategy and TPA relationships for the organization. Key Objectives: Analyze TPA business based on experience to identify ...
Section 1: Position Summary The Retirement Support Specialist position is accountable for assisting the Client Services teams through timely communication and follow-up, proactive client outreach, and tracking, reporting and documentation of vari...
This position will work closely with all sales, service and operations partners to serve as the focal point for existing big and elite advisor plan clients and their financial advisors. Responsibilities include relationship management for these p...
We are seeking a strategic and results-driven leader to oversee our Money-In operations. This leader will lead several geographically dispersed teams responsible for ensuring the accurate, timely and efficient processing of all money-in transactio...
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