Ascensus jobs in Philadelphia, PA

Ascensus powers the savings system across America for people saving for retirement, education and expenses for those living with a disability. For over 40 years, we've been guided by our noble purpose: to help more savers save more. Our 5000+ associates, serve nearly 16M savers with >$862B total assets under administration, administer 260,000+ retirement plans and support 37 states and the District of Columbia with their government savings plan needs. The Senior Vice President, Corporate Communications is a key commercial leader, elevating Ascensus' reputation with current and prospective associates, as well as those who influence and make decisions about critical savings goals: individual savers, asset and wealth managers, financial intermediaries, business owners, HR professionals, and government officials. We seek a trailblazing communications executive with top-tier background in financial services and/or financial technology communications. This role requires a strategic thinker who has experience leading traditional media, social media, and internal communications, integrating all three into a cohesive and powerful communications system that drives measurable business value. The ideal candidate will have established relationships with top-tier traditional media and industry-specific publications, as well as experience influencing alternative channels (review sites, Reddit, influencers, industry blogs, etc.). The candidate should also have experience working side-by-side with CEOs and other executives to articulate and promote executive platforms through all communications channels, including high-profile speaking engagements. The candidate should have experience in Government Relations, influencing decision-makers in D.C. through executive and corporate communications, and leading internal communications for a rapidly growing and transforming company. This role reports to Ascensus' Chief Marketing Officer and will be part of the Marketing, Analytics & UX leadership team. There is only 1 position. Location preference is hybrid Dresher, PA or Newton, MA locations. Section 2: Job Functions, Essential Duties and Responsibilities Develop and execute a comprehensive corporate communications and measurement plan that aligns with business objectives and demonstrates reputational and commercial impact. Partner with C-suite and line of business leaders to inform industry-leading perspectives, platforms, and stories to be promoted internally and externally. Lead and innovate internal communications efforts to engage associates during company growth and transformation. Manage CEO and other C-suite communications platforms, ensuring consistent and impactful messaging. Cultivate and maintain strong relationships with reporters at top-tier and industry-specific publications. Elevate the CEO's platform through high-profile speaking engagements and media appearances. Accelerate utilization of social media (corporate, executive, associates) to enhance company reputation, improve commercial outcomes, and influence saving behaviors. Integrate traditional media, social media, and internal communications into a cohesive communications ecosystem. Monitor and influence new communications channels such as Reddit, review sites, and Substack to manage company reputation. Collaborate with Government Relations teams to influence decision-makers in D.C. through executive and corporate communications. Lead with our Core Values of People Matter, Quality First and Integrity Always . Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients. At Ascensus we are guided by our Core Values of People Matter, Quality First and Integrity Always . They inspire us every day to prioritize an environment of respect for those we serve and one another and should be visible in your actions on a day-to-day. Supervision Inspire and lead a team of communications professionals with a client-obsessed and continuous improvement mindset. Section 3: Experience, Skills, Knowledge Requirements Proven executive experience leading corporate communications and communications professionals in financial services and/or financial technology sectors. Ability to partner across organizational verticals, including proven success influencing others and working successfully in a highly collaborative team-oriented environment. Superior communication skills - written and verbal. Demonstrated success in collaborating on and managing communications platforms with and for C-suite executives. Executive media training and presentation delivery training experience. Strong ties to reporters at top-tier and industry-specific publications. Expertise in social media strategy and execution. Experience in Government Relations and influencing decision-makers in D.C. Experience in leading internal communications and engaging employees. Strategic thinking and ability to develop innovative communication strategies. Strong leadership and team management skills that foster teamwork, inclusivity, collaboration, and positivity while cultivating accountability and ownership. Proven ability to recruit, develop and manage high-performing teams. Knowledge of new communications channels and how to leverage them for reputation management. Demonstrated resilience and ability to make decisions in challenging or ambiguous circumstances and comfort in shifting gears in response to emerging priorities. Effective decision-making, problem-solving, and follow-through skills. Strong commitment to personal development and continuous learning. Minimum 15 years of corporate communications experience. Bachelor's degree in Communications, Public Relations, Marketing, or a related field; advanced degree preferred. Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate ****************** ****************** 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 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. The Content Specialist will be responsible for content development, execution, and oversight of marketing campaigns and initiatives for the assigned line of business. Through consultation, creativity, and a focus on the user experience, this individual will be responsible for collaborating with marketing and business stakeholders to implement effective communications and crafting copy that drives business growth, client retention and desired outcomes. This includes developing content within Ascensus brand standards for a variety of touchpoints with a focus on writing for digital experiences such as web, email, video, and social media. Section 2: Job Functions, Essential Duties and Responsibilities * Turn strategic initiatives and industry trends into tactical solutions * Understand and assess business needs in order to craft clear, concise, and effective messaging * Manage all aspects of complex communications, including content development, project planning, and the creation of multiple versions based on data, logic, and branding * Represent marketing at key meetings to provide status updates, consultation, general project support, and innovative solutions * Establish strong relationships with business stakeholders by delivering on project specifications and deadlines * Create meaningful content leveraging AI tools that is clear, actionable, and engaging-converting leads to clients and turning clients into loyal fans * Fluid in copywriting for a wide variety of marketing mediums across web, email, print, video scripting, presentations, articles, white papers and more. * Use Microsoft office suite - Word, PowerPoint and Excel-as well as project management and CMS software tools to assist in the management of workflow, content, planning, and other marketing operations * Participate in and adhere to quality control best practices related to proofreading, reviews, and securing approvals * Measure effectiveness of communications using such methods as A/B testing * Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients. * At Ascensus we are guided by our Core Values of People Matter, Quality First and Integrity Always. They inspire us every day to prioritize an environment of respect for those we serve and one another and should be visible in your actions on a day-to-day. Supervision * N/A Section 3: Experience, Skills, Knowledge Requirements * Excellent writing, editing, and presentation skills * Ability to write and communicate effectively and professionally across multiple mediums, including digital, social and print, and considering SEO, SEO strategy and optimization tactics * Experience with AI copywriting tools * Excellent decision-making, communication, critical thinking, project management and follow-through skills * Ability to perform duties with accuracy, strong attention to detail, and meet deadlines consistently * Self-motivated team player who is comfortable working in a collaborative, fast-paced environment * Minimum of 5 years of related experience. Samples and portfolio are required * Four-year college degree, marketing/communications or related field * An understanding of a regulated industry; financial services experience a plus The national average salary range for this role is $80-100k in base pay, exclusive of any bonuses and benefits. This base salary range represents the low and high end of the salary range for this position. Actual salary offered will vary and may be above or below the range based on various factors including but not limited to location, experience, performance, and internal pay alignment. We do not anticipate that candidates hired will begin at the top of the range however, from time to time, it may occur on a case-by-case basis. Other rewards and benefits may include: 401(k) match, Medical, Dental, Vision, Paid-Time-Off, etc. For more information, please visit careers.ascensus.com/#Benefits. For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual workspace and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 25 Mbps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Note: For call center roles specifically, it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in close proximity to the router. Please ensure that you are able to meet these expectations before applying. We are proud to be an Equal Opportunity Employer Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate ****************** ****************** 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. For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual work space and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 25 MBps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Note: For call center roles specifically, it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in close proximity to the router. Please ensure that you are able to meet these expectations before applying. 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").

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. Job Description Section 1: Position Summary High level review to ensure quality of client deliverables including research of pension law and regulations. Responsible for ensuring service standards remain in alignment with the expectations, guidance and direction provided by the FuturePlan Lead Actuary and organizational standards. Serve as an expert in the valuation, administration and compliance of Defined Benefit, Cash Balance plans and DB/DC Combo plans. Section 2: Job Functions, Essential Duties and Responsibilities * Review, prepare and/or certify client projects and ensure accurate client deliverables including: * Actuarial valuations and reports * Benefit statements * Plan documents, amendments, employee communications (SPDs, etc.) * Work performed by other teams as necessary (e.g., Benefit calculations, Form 5500s and PBGC premium forms) * IRS determination filings and PBGC (Form 500 series) termination submissions * ASC 715/960 * Perform and review combined plan non-discrimination testing * Answer technical questions posed by staff * Research the Internal Revenue Code and other technical resources to resolve client issues * Provide technical training for staff * Provide back up to other teams as necessary * Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients. * Our I-Client service philosophy and our Core Values of People Matter, Quality First and Integrity Always should be visible in your actions on a day to day basis showing your support of our organizational culture. * Assist with other tasks and projects as assigned Supervision * N/A Section 3: Experience, Skills, Knowledge Requirements * Bachelor's degree in actuarial science, math or math related field * Enrolled Actuary designation with 5 years industry experience * Advanced understanding of: * Pension law * Plan documents and IRS favorable determination letters * Actuarial valuations and software systems * Excellent technical/analytical skills * Ability to research technical issues * Ability to explain technical issues to all levels of associates * Good verbal and written communication skills * Demonstrated expertise with Microsoft Office, particularly Excel applications * Demonstrated expertise with industry recognized pension valuation software * Detail and accuracy oriented * Good time management skills * Team Player Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate ****************** ****************** 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. For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual work space and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 25 MBps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Note: For call center roles specifically, it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in close proximity to the router. Please ensure that you are able to meet these expectations before applying. 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").

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. 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 plan accounts and financial advisors ensuring a successful service experience, product enhancements and plan retention. Providing consultative advice and support as a dedicated contact to ensure execution of coordinated strategies to support the plan client and their financial professional. Promote plan retention via ownership, troubleshooting and problem resolution resulting in the prevention of escalated service issues associated with assigned accounts. Section 2: Job Functions, Essential Duties and Responsibilities * Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients. * The I-Client philosophy and the Core Values of People Matter, Quality First and Integrity Always should be visible in your actions on a day to day basis showing your support of our organizational culture. * Consistently demonstrate a superior level of proactive client focus and team work. * Leverage industry knowledge to promote client satisfaction, leading to retention and organic growth. * Develop strong working relationships with daily client contacts. * Provide ownership for the resolution of issues escalated by clients and financial professionals. * Act as an internal advocate for clients and financial professionals by coordinating with internal Ascensus departments. * Review existing book of business to identify plan retention and create strategy for non-elite advisors. * Develop relationships with C-level decision makers for assigned accounts to develop education and communication strategies. * Cross-sell revenue opportunities, educate financial professionals/plan sponsors regarding, products, processes and services. * Compile data, track communications, escalations and offer solutions to enhance the Ascensus experience by optimizing plan design and promoting product features and services. * Lead and/or participate in projects that create additional value for existing relationships. * Compile and analyze data associated with clients and financial professionals and conduct outreach activities including call campaigns to build/strengthen existing relationships and gain share of wallet. * Maintain proficiency with multiple partner products and Ascensus' proprietary products to effectively manage key relationships across these platforms. * Maintain proficiency with regulatory, financial, accounting, service, operations and compliance aspects of the relationship management function Supervision * N/A Section 3: Experience, Skills, Knowledge Requirements * Bachelor's degree in business or related fields, or equivalent work experience * Minimum of 7 years' experience in retirement services industry or related field is preferred * Minimum of 5 years' prior experience with direct client/client equivalent relationships within a financial services administrative environment * Certification or working towards certification (ASPPA, CEBS, etc.) in industry-related studies program preferred * Ability to work independently as required, but also work within and contribute to maintaining a highly-cohesive team environment * Excellent analytical and problem solving skills * Ability to work with a high level of independence * Must be detail oriented and be able to produce high quality work within tight time constraints * Ability to make sound business judgments while effectively balancing client needs and organizational considerations * Excellent written and oral communication skills, including group presentation experience. * Proficiency with Microsoft Office products including Excel, Word and PowerPoint * Ability to coordinate and run meetings attended by senior-level personnel in both internal and external environments * Demonstrated project management skills * Ability to travel as required Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate ****************** ****************** 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. For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual work space and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 25 MBps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Note: For call center roles specifically, it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in close proximity to the router. Please ensure that you are able to meet these expectations before applying. 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").

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. The ERISA Analyst serves as a subject matter expert providing retirement plan consulting, plan document review and analysis, plan document drafting and customization, technical analysis, and special projects as assigned. Section 2: Job Functions, Essential Duties and Responsibilities ERISA Consulting - Provide consulting services to internal teams, plan sponsors, and financial advisors on complex technical matters, including but not limited to plan design strategies, plan mergers, and regulatory compliance. Demonstrate basic knowledge of the retirement industry including the applicable regulatory agencies (e.g., DOL, IRS). Stay up to date with general legislative, statutory and regulatory guidance, and be able to complete basic technical research. Plan Document Review & Analysis - Conduct thorough reviews of individually designed plans and other complex retirement plans to assist with the sale, onboarding, and on-going system configuration of plans. Translate and map non-Ascensus plan documents to the Ascensus document. Perform full plan comparison and protected benefit reviews for plans that are merging. Document Drafting & Customization - Support onboarding and amendment processes for 403(b) plans and customized 401(k) and 403(b) plan documents. Prepare customized 401(k) and 403(b) employer-level plan documents using the Ascensus Plan Adoption System (PAS). Propose customized language to meet client specific plan design needs and remain compliant with current regulations. Special Projects (IT, project management) - Provide support for special projects such as, IRS restatements and onboarding acquired blocks of plans. Continuing Education - Enhance technical and industry knowledge by attending continuing education classes. Section 3: Experience, Skills, Knowledge Requirements Technical Expertise Designations/Exams - ASPPA QKA preferred Degrees - Bachelor's degree in business, finance, accounting, or a related field. Industry Experience - 3 years of Ascensus experience or 5 years industry experience. Experience working with the Ascensus, Relius and Ft. William's retirement plan documents preferred. Core Values & I-Client - Consistently display and model the Ascensus core values: People Matter. Quality First. Integrity Always. Software Applications - Demonstrate advanced Microsoft Office skills, specifically Outlook, Word, Excel, Power Point, Teams, and Lists. Skills - Demonstrate excellent client service, excellent interpersonal skills, professional demeanor and positive attitude. Demonstrate strong organizational and time management skills. Accomplish detail-oriented tasks within given timeframes and standards. Ability to effectively prioritize and complete multiple tasks timely. Demonstrate excellent analytical and problem-solving skills. Demonstrate sound business judgment and risk-taking skills, strong written and oral communication skills. Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate ****************** ****************** 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. For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual work space and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 25 MBps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Note: For call center roles specifically, it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in close proximity to the router. Please ensure that you are able to meet these expectations before applying. 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").

Mutual of America Financial Group Job Title: Participant Support Representative Who Are We: At Mutual of America Financial Group, we help people build the assets they need to achieve greater financial security. Our Company is built upon a solid foundation of integrity, excellence, and social responsibility. We were founded in 1945 to provide small and mid-sized nonprofit organizations with pension and retirement-related services, along with leading customer support. Today, we provide these services also to for-profit companies, as well as to governmental entities, Tribal enterprises, institutional investors, and individuals. We work diligently to understand the needs of our customers so we can help them achieve their financial savings goals. We are committed to bringing talented and motivated people together to help our customers achieve a financially secure future. Role Summary: As a Participant Support Representative plays a key role in educating and assisting employees in enrolling in employer-sponsored retirement plans. You will be responsible for building relationships, educating our participants on their retirement plans and responding to participant inquiries Plans such as 401(k), 403(b), 457, 401(a) and IRAs. Our focus is on delivering an outstanding experience for Plan participants by simply and efficiently explaining Plan features to participants and their beneficiaries as they are guided to financial wellness and retirement readiness. Responsibilities: Develop and deliver customized retirement education programs for plan participants. Conduct live and virtual presentations on retirement planning and plan features. Provide one-on-one guidance to participants on plan enrollment Maintain accurate records of participant interactions and enrollment outcomes. Answer participant questions regarding plan features, contribution limits, and tax implications. Support ongoing participant education initiatives and plan engagement strategies. Required Qualifications: 2 to 5 years of experience in retirement services, financial education, or benefits administration. Strong presentation and interpersonal communication skills. Ability to simplify complex financial concepts for diverse audiences. Willingness to travel for onsite education sessions. Active FINRA Series 6, 63, and SIE or must be obtained within the first 180 days of employment Valid driver's license Preferred Qualifications: Knowledge of retirement plan structures and compliance requirements. Experience with virtual and in-person presentations. Familiarity with retirement plan platforms and recordkeeping systems. Bachelor's degree in finance, Business, Communications, or related field. What we offer you: Competitive base salary Annual Bonus Comprehensive Benefits Package (medical, dental, and vision) that starts day one of employment 401K Match: Receive up to 6% of your pay (salary and incentive compensation) with 100% employer match on employee contributions. Parental Leave: 8 weeks fully paid Paid time off: 20 days plus two floating personal holidays The salary range below describes the minimum to maximum base salary range for this role.  The role is also eligible for an annual bonus; whereby total compensation may exceed this range depending on individual and / or company performance. Base Salary Range: $60,000 - $90,000 Visit ************************************* additional details about life at Mutual of America. You can also follow us on Twitter: @mutualofamerica | Facebook:@mutualofamerica Mutual of America Financial Group provides equal employment opportunity to all qualified employees and applicants for employment regardless of race, color, creed, religion, sex, pregnancy, national origin, ancestry, citizenship status, age, marital or partnership status, sexual orientation, gender identity or expression, disability, genetic predisposition, veteran or military status, or any other classification prohibited by applicable law.

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. As a Software Engineer at Ascensus, you will be part of a high-energy, collaborative team focused on delivering innovative software solutions using modern engineering practices - including unit testing, source control, continuous integration, automation, and design patterns. In this role, you will leverage your expertise in C# and the .NET framework to design, develop, and maintain scalable applications, including customized extensions for content capture and storage platforms such as Kofax. You will also be responsible for modernizing legacy systems, including the migration of VB6 applications to .NET 4.5+. Passion for quality code, technical excellence, and continuous improvement is essential. You'll be part of an agile team empowered to solve complex business challenges through automation, efficiency, and rapid delivery pipelines. Section 2: Job Functions, Essential Duties and Responsibilities * Responsible for protecting, securing, and handling all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, or unapproved disclosure of information that could result in harm to Ascensus or our clients. * Demonstrate Ascensus' Core Values - People Matter, Quality First, and Integrity Always - in all daily actions, fostering our I-Client service philosophy. * Translate application storyboards and use cases into functional, scalable, and maintainable software solutions. * Design, develop, test, document, and maintain efficient .NET applications using C#, ASP.NET, and related frameworks. * Develop custom extensions and enhancements for Kofax applications to improve content capture and document processing. * Identify, design, and implement solutions to improve application performance, scalability, and responsiveness. * Diagnose and resolve production issues in a timely manner in accordance with Service Level Agreements (SLAs). * Participate in the full Software Development Life Cycle (SDLC), including requirement gathering, architecture design, implementation, testing, deployment, and support. * Support people and process improvement strategies for the organization. * Migrate and modernize legacy systems, including VB6 to .NET 4.5+ conversions. * Develop and consume web services (REST/SOAP) and integrate them with existing applications. * Collaborate closely with other developers, QA engineers, DevOps, and support teams to ensure smooth deployment and continuous operation. * Apply automation, continuous integration, and deployment (CI/CD) practices to streamline releases. * Utilize AI tools to automate workflows, enhance productivity, and integrate intelligent features in application development. * Leverage containerization tools such as Docker or Kubernetes to support scalable deployment architectures. * Engage in design discussions with both technical and non-technical stakeholders. * Assist in estimating, sprint planning, and Agile ceremonies as part of a Scrum team. * Perform other related duties and projects as assigned. Section 3: Experience, Skills, and Knowledge Requirements * Education & Experience: * 3+ years of professional software development experience in small to medium-scale business environments. * Hands-on experience developing and maintaining .NET applications in C# for at least 3 years. * Experience with Kofax Capture or similar content capture systems preferred. * Experience modernizing and migrating VB6 or other legacy applications to .NET 4.5+. * Technical Skills: * Proficiency in C#, ASP.NET, .NET Framework 4.5+, and related technologies. * Strong understanding of Object-Oriented Programming (OOP) and design principles (S.O.L.I.D., cohesion, coupling, design patterns). * Experience with Microsoft SQL Server or Oracle databases; ability to design efficient schemas and stored procedures. * Proficient in XML, JSON, and HTML5. * Familiarity with Services-Oriented Architecture (SOA) and RESTful APIs. * Experience with containerization (Docker, Kubernetes) and CI/CD tools (Azure DevOps, Jenkins, or similar). * Understanding of web technologies such as HTTP, proxies, and Apache/Nginx. * Experience with version control systems (Git preferred). * Knowledge of concurrency patterns and multi-threaded programming in C#. * Familiarity with open-source development practices. * Experience with Python, JavaScript, jQuery, or Knockout.js is a plus. * Professional Attributes: * Strong analytical and problem-solving skills. * Excellent communication and collaboration abilities. * Demonstrated ability to write clean, efficient, maintainable, and reusable code. * Passion for software development, innovation, and continuous learning. * Familiarity with Agile/Scrum methodologies and practices (e.g., test-driven development, continuous integration). Supervision * None. Works under minimal supervision while collaborating across teams and departments. The national average salary range for this role is 100-120k in base pay, exclusive of any bonuses and benefits. This base salary range represents the low and high end of the salary range for this position. Actual salary offered will vary and may be above or below the range based on various factors including but not limited to location, experience, performance, and internal pay alignment. We do not anticipate that candidates hired will begin at the top of the range however, from time to time, it may occur on a case-by-case basis. Other rewards and benefits may include: 401(k) match, Medical, Dental, Vision, Paid-Time-Off, etc. For more information, please visit careers.ascensus.com/#Benefits. We are proud to be an Equal Opportunity Employer Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate ****************** ****************** 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. For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual work space and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 25 MBps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Note: For call center roles specifically, it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in close proximity to the router. Please ensure that you are able to meet these expectations before applying. 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").

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. The Head of Money Out Operations is responsible for leading several teams of associates and developing strong working relationships with our internal clients. This position will be involved in defining the operational (Money Out) strategies to efficiently meet client expectations; developing the process and implementation of an annual business plan; maintaining a high level of customer service; developing and maintaining strong operational controls; recruiting and coaching leadership staff; crafting long-term strategic planning; and creating and monitoring budgets. The role will drive continuous improvement and fundamentally transform the day-to-day business overseeing strategic objectives, regulatory activities, and technological innovations to better the business. There is only one position. Preference is candidate to be Hybrid to Dresher PA or Newton, MA locations. Remote candidates will be considered. Responsibilities: Team Leadership: Develop, and implement the annual business plan; communicate to leadership and ensure understanding of the plan and alignment to the work and measurables Motivate, lead and support leadership team and associates to provide excellent associate direction. Ensure talent development and training to respond to clients in a professional and consultative manner. Partner with leaders to ensure the creation and management of team deliverables, ensuring that quality and production service level objectives are consistently met or exceeded. Provide balanced feedback to leadership regarding performance and areas of improvement, motivation of team and support of the associate experience and empowerment Conduct regular staff meeting with leadership and teams providing updates and receiving feedback. Provide guidance and support empowerment for leaders to mitigate and address escalated issues. Develop leadership competencies, expertise, ability, and experience for career pathing within Ascensus. Support team in escalating awareness broadly across appropriate teams' issues requiring resolution; partner with internal departments to deliver timely resolution. Actively seek out ways to improve associate satisfaction and deliver results. Serving Clients: Act as senior leader for clients and advisors looking for executive presence in plan level issue situations, audits, and service meetings. Serve as senior decision maker on escalated items. Drive leadership in monitoring and achieving daily production commitments, SLA and metrics as well as workflows in order to meet operational service commitments. Develop professional relationships with internal teams and stakeholders to ensure alignment of approach and satisfaction Strategic Activities: Collaborate with internal clients Employer & Sponsor Services, Participant Services, Relationship Management and Sales to building services and support processes. Align department priorities to execute on business plan objectives to maximize revenues, client retention and organic sales. Team with executive leadership and peers to create strategy and vision for the Client Operations organization. Develop project plans and teams to achieve strategy and vision. Develop and drive efficiency plays and enhancements leveraging all Ascensus capabilities to achieve with automation or process refinement Process and Business Management: Own budget planning and align current and future planning activities against budget expectations. Ensure that the team's decision-making processes are guided by data, real time metrics and capacity analysis. Educate and empower leadership team on best practice talent strategies for appropriate allocation of resources to meet business needs and operational service commitments/objectives. Document, Maintain and Revise operational workflows and Service Standards Monitor and actively manages department expenses and revenue generating activities to meet budget. Identify areas of improvement within Ascensus platform including workflows, policies, technology, products etc. Develop improvement plans, gain support and execute. Work with peers in the senior management team to identify global issues and opportunities for improvement, make recommendations for changes and help implement. Responsible for protecting and securing all client data held by Ascensus to ensure against unauthorized access to and/or improper transmission of information that could result in harm to a client. Maintain and establish the environment enabling Operations teams to live by the Core Values of People Matter, Quality First and Integrity Always should be visible in your actions on a day-to-day basis showing your support of our organizational culture. Additional Requirements: Bachelor's degree in business administration, Management, Finance or equivalent work experience 10 years' industry experience (with money out/disbursements) and at least 8 years of leadership experience of leadership roles and functions Demonstrated ability to lead with strong management skills Excellent written and oral communication skills Professional demeanor and experience with client meetings Excellent analytical and problem-solving skills Must be detail oriented and be able to work well within given timeframes and standards Familiarity MS-Office software applications, including Excel, PowerPoint, Word, & Visio (familiarity with Access preferred) The national average salary range for this role is $150K-190K in base pay, exclusive of any bonuses and benefits. This base salary range represents the low and high end of the salary range for this position. Actual salary offered will vary and may be above or below the range based on various factors including but not limited to location, experience, performance, and internal pay alignment. We do not anticipate that candidates hired will begin at the top of the range however, from time to time, it may occur on a case-by-case basis. Other rewards and benefits may include: 401(k) match, Medical, Dental, Vision, Paid-Time-Off, etc. For more information, please visit careers.ascensus.com/#Benefits Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate ****************** ****************** 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 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. This position is responsible for providing client service to our partners, intermediaries and plan sponsors. The Client Services Consultant will demonstrate their thorough knowledge of retirement plans and Ascensus products and services by providing solutions to complex plan issues and delivering consultative service to help clients manage their retirement plans. The Client Services Consultant works with the Relationship Manager to deliver client satisfaction by providing retirement plan and operational expertise, proactively identifying, owning and resolving client issues and engaging clients with value added consulting. This position is also serving as a technical resource to the Ascensus organization and providing coaching and mentoring to other associates to ensure client expectations are met and/or exceeded. Essential Duties and Responsibilities: * Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients. * The I-Client philosophy and the Core Values of People Matter, Quality First and Integrity Always should be visible in your actions on a day to day basis showing your support of our organizational culture. * Consistently provide a high level of consultative client service while communicating and coordinating with clients and partners to address issues, provide necessary research and deliver creative solutions to your clients. * Demonstrate a detailed knowledge of retirement plans and the Ascensus business. * Coach and mentor others in all aspects of retirement plan and client relations factoring in the needs of the client and Ascensus to arrive at appropriate solutions. * Successfully monitor and follow-up on assigned items; includes determining required action for resolution of client issues, documenting and implementing solutions as appropriate. * Provide clients and advisors clear and concise communication regarding services, execution and resolution throughout the service cycle. * Establish and maintain strong working relationships with dedicated clients and financial professionals and provide updates on product and plan initiatives. * Participates in the management of vendor relationships on behalf of clients and partner. * Deliver client retention by anticipating client's needs, recommending changes or actions, in conjunction with the Relationship manager. * Achieve individual and team goals for service levels, growth and retention for assigned book of business. * Identify and document systematically "opportunity plans" working with Relationship Manager on a strategy to mitigate risk. * Executing strategic plan to ensure retention and satisfaction of client and financial professional's book of business. * Achieve service level goals, retention and organic growth goals established for each financial partner by assessing opportunities in assigned book of business. * Responsible for proactive communication with the client and partners regarding all components of service delivery. Solicit and share feedback with appropriate internal resources. * Manage day to day schedule for self and team according to client needs and needs of the business. * Apply industry knowledge to all facets of retirement operations and service. * Ensure that our commitments to our clients are met by proactively reviewing the status of assigned plans' periodic activity (compliance testing, 5500, quarterly statements, RMDs, etc.). * Assess client objectives, needs and behaviors to suggest plan, product or functionality changes to improve results for our clients. * Educate client regarding plan features, product capabilities or Ascensus functionality and process. * Develop ideas for improvement and provide feedback/solutions to plan sponsor and financial professional to minimize risk and improve process. * Support peers and Manager(s) by handling escalated items/calls from clients. Responsible for oversight and resolution of the escalated item. * Coach and mentor team members and provide feedback to the team manager for performance improvement purposes. * Develop and maintain strong internal relationships across departments and locations. * Act in the role as the subject matter expert on specific topics as needed. Responsible for developing materials, training and assisting others across departments in these areas. * Perform other duties and participate in or lead special projects as assigned. Minimum Requirements: * Bachelor's degree or equivalent work experience. * Minimum of 5 years direct client experience required, Retirement Services industry experience preferred. * Certification or working towards certification (ASPPA, CEBS, etc.) in industry-related studies program preferred. * Excellent written and verbal communication skills. The ability to communicate effectively (clear, concise and professionally) with all levels within the Ascensus organization, as well as with our client base. * Excellent presentation skills, business etiquette, client service skills and time management. * Demonstrated professionalism in all aspects of the role. * Experience with financial services systems (i.e. recordkeeping, trust, trading); and experience with plan recordkeeping and trust reconciliation. * Proficiency in Microsoft Office software applications, specifically Word and Excel required, Access and PowerPoint preferred. * Excellent analytical and problem resolution skills. * Comprehensive knowledge of retirement plans, ERISA, DOL and IRS regulations, and plan documents (individually designed and prototype). * Ability to work in a team environment to ensure common goal of providing exceptional client service. * Act as a change agent to initiate and respond to change productively. * Ability to work well under pressure with multiple priorities and deadlines in a demanding environment. * Ability to make sound business judgments concerning issues which, if mishandled, have the potential to create substantial financial and client relations liabilities for the company. * Ability to work extended hours to meet business needs as required. * Quality focus with attention to detail. * Ability to lead a team and/or project successfully. * Ability to travel as needed. * Strong project management skills. * Handle other essential tasks as assigned. Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate ****************** ****************** 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. For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual work space and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 25 MBps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Note: For call center roles specifically, it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in close proximity to the router. Please ensure that you are able to meet these expectations before applying. 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").

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 Summary: NQ Plan Administrator is an integral part of the client services team that plans, develops, delivers and services clients' corporate non-qualified plans. Essential Functions Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions. * Perform duties to implement, track, monitor, and maintain client non-qualified benefit plan accounts, fund investments and distributions. * Responsible for developing and maintaining full understanding of day to day workflow processes required for client plans assigned. * Facilitate daily transactional activity with the Trustee and trading desk. * Serve as initial escalation point for participant call center inquires, and has responsibility for responding in accordance with published standards while acting as a liaison with the client and Newport to ensure accuracy of plan recordkeeping and data. Management Responsibilities * None Required Education, Experience and Certificates, Licenses, Registrations * Bachelor's degree in a business related field or industry experience, or a combination of education and industry experience. * 2+ years' experience working in a related position in the retirement services sector. * Strong MS Office skills to include Excel, Word, PowerPoint, and Adobe. * Have the ability to work under pressure in a very fast paced environment and demonstrated track record of consistently meeting and/or exceeding performance expectations. Preferred (but not required) education or skills for this role * Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. * Ability to write reports, business correspondence, and procedure manuals. * Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public. * Ability to apply advanced mathematical concepts utilizing current spreadsheet and accounting database software programs. Competencies * Analytical * Avid Leaner * Detail oriented * excellent verbal and written communication skills * Planning and organizing * resourceful * team plalyer * Time Management OTHER DUTIES Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice. Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate ****************** ****************** 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. For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual work space and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 25 MBps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Note: For call center roles specifically, it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in close proximity to the router. Please ensure that you are able to meet these expectations before applying. 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").

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 for ERISA Consultant Section 1: Position Summary The ERISA Consultant serves as a subject matter expert providing advanced retirement plan consulting, plan document review and analysis, plan document drafting and customization, technical analysis, and special projects as assigned. Section 2: Job Functions, Essential Duties and Responsibilities ERISA Consulting - Provide advanced consulting services to internal teams, plan sponsors, and financial advisors on complex technical matters, including but not limited to plan design strategies, plan mergers, and regulatory compliance. Demonstrate advanced knowledge of the retirement industry including the applicable regulatory agencies (e.g., DOL, IRS). Stay up to date with general legislative, statutory and regulatory guidance, and be able to complete advanced technical research. Plan Document Review & Analysis - Conduct thorough reviews of individually designed plans and other complex retirement plans to assist with the sale, onboarding, and on-going system configuration of plans. Translate and map non-Ascensus plan documents to the Ascensus document. Perform full plan comparison and protected benefit reviews for plans that are merging. Document Drafting & Customization - Support onboarding and amendment processes for 403(b) plans and customized 401(k) and 403(b) plan documents. Prepare customized 401(k) and 403(b) employer-level plan documents using the Ascensus Plan Adoption System (PAS). Propose customized language to meet client specific plan design needs and remain compliant with current regulations. Special Projects (IT, project management) - Provide project management support for special projects such as, IRS restatements and onboarding acquired blocks of plans. Continuing Education - Enhance technical and industry knowledge by attending continuing education classes. Section 3: Experience, Skills, Knowledge Requirements Technical Expertise Designations/Exams - ASPPA QKC preferred Degrees - Bachelor's degree in business, finance, accounting, or a related field. Industry Experience - 5 years of Ascensus experience or 7 years industry experience. Experience working with the Ascensus, Relius and Ft. William's retirement plan documents preferred. Core Values & I-Client - Consistently display and model the Ascensus core values: People Matter. Quality First. Integrity Always. Software Applications - Demonstrate advanced Microsoft Office skills, specifically Outlook, Word, Excel, Power Point, Teams, and Lists. Skills - Demonstrate excellent client service, excellent interpersonal skills, professional demeanor and positive attitude. Demonstrate strong organizational and time management skills. Accomplish detail-oriented tasks within given timeframes and standards. Ability to effectively prioritize and complete multiple tasks timely. Demonstrate excellent analytical and problem-solving skills. Demonstrate sound business judgment and risk-taking skills, strong written and oral communication skills. Prior Consultant Level Completion - Successfully demonstrate job responsibilities of Senior ERISA Analyst. We are proud to be an Equal Opportunity Employer Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate ****************** ****************** 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.

The Director of Financial Controls leads the design, implementation, and oversight of financial control frameworks supporting our Operations Team. This role ensures the integrity of financial controls, enhances operational efficiency, and enforces compliance with internal policies and external regulations. This role requires a proactive leader with deep experience in internal controls, operations, cross-functional collaboration, and process optimization. Section 2: Job Functions, Essential Duties and Responsibilities Control Framework & Governance Design, implement, and maintain a robust internal control framework aligned with company policies, regulatory requirements, and industry best practices. Provide overall control governance of key financial controls, such as cash reconciliation. Establish and maintain key control documentation across operational activities. Drive root cause analysis and corrective action to mitigate risk in operational processes. Cash Reconciliation Lead a team responsible for monitoring and reconciling cash flows across participant transactions (contributions, distributions, loans, rollovers, fees, etc.) Operations Support & Integration Partner with Operations leadership to drive continuous improvement to improve adherence to internal policies and regulations. Monitor and enhance financial controls for key operational indicators. Reporting & Insights Provide actionable insights to senior leadership through regular reporting on financial control effectiveness, risk exposure, and compliance status. Develop metrics and dashboards to track control performance and areas for improvement. Cross-functional Collaboration Influence and educate teams on the importance of strong financial controls in achieving strategic objectives. At Ascensus we are guided by our Core Values of People Matter, Quality First and Integrity Always . They inspire us every day to prioritize an environment of respect for those we serve and one another and should be visible in your actions on a day-to-day. Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients. Supervision Build and manage a team of professionals focused on cash reconciliation, internal controls and compliance within operations. Lead a team responsible for cash reconciliation for Operations. Influence a high performing team through implementation of effective talent and performance management, motivation, and coaching. Engages associates in a positive and professional manner where inclusion and diversity of thought are leveraged for innovation and continuous improvement. Works with leadership team to set and execute associate SMART goals/objectives. Maintain a safe and healthy work environment by establishing, following, and enforcing standards and procedures. Section 3: Experience, Skills, Knowledge Requirements Bachelor's degree in accounting, finance, or related field (MBA or CPA preferred) 10+ years of experience in financial services operations, with a focus on and progressive experience in internal controls, risk management, and reconciliation; including controls framework and audit practices 5+ years of leadership experience Proven experience and knowledge of the retirement industry Exceptional analytical, problem solving, and communication skills Strong influencing skills across all levels, including executives Lean or Six Sigma knowledge a plus Background in process automation or systems implementation a plus Results driven/results oriented, problem solver, decision maker Adapts to changing priorities in a dynamic, fast-paced business culture. Prioritizes, organizes, and manages multiple projects simultaneously under constantly changing dynamics. Interacts with and influences management and contributors at all levels of the organization and across functions. For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual workspace and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 25 Mbps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is . If you are unsure of your internet speed, please check with your service provider. We are proud to be an Equal Opportunity Employer Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate ****************** ****************** 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.

ALL LEVELS WELCOME TO APPLY (ENTRY THROUGH SENIOR LEVEL) This position is responsible for providing client service to our partners, intermediaries and plan sponsors. The Retirement Services Consultant will develop and maintain a detailed understanding of retirement plans and Ascensus products and services with the goal of helping our clients manage their retirement plans appropriately. The Retirement Service Consultant works with the Relationship Manager to deliver client satisfaction by providing retirement plan and operational expertise, proactively identifying, owning and resolving client issues and engaging clients with value added consulting. We are hiring entry level through senior level associates so all experience levels are encouraged to apply. Essential Duties and Responsibilities: •Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients. •The I-Client philosophy and the Core Values of People Matter, Quality First and Integrity Always should be visible in your actions on a day to day basis showing your support of our organizational culture. •Maintain and continue to grow detailed knowledge and understanding of retirement plan rules and Ascensus business and product offerings •Consistently provide a high level of consultative proactive client service in a professional manner. •Develop effective working relationships with team and internal departments in order to provide effective service for our clients. Successfully identify record and monitor assigned items; includes determining required action for resolution of client issues. •Ensure inquires and issues are resolved and service levels are met. •Provide thorough, high quality research, problem solving and issue resolution •Provide clients and advisors clear and concise communication regarding services, execution and resolution throughout the service cycle. •Participates in creating a strategy with Relationship manger to ensure client retention. •Identify, document and address risks through superior client service. Communicate with team in order to keep all informed and support current client strategy. •Assist in the management of vendor relationships on behalf of clients and partner. •Deliver client retention by anticipating client's needs, recommending changes or actions, in conjunction with the Relationship manager. •Achieve individual and team goals for service levels, growth and retention for assigned book of business. •Identify and document systematically “opportunity plans” working with Relationship Manager on a strategy to mitigate risk. •Achieve individual and team goals, for service levels, growth and retention risks through servicing your clients. •Proactively communicate with the client and partners regarding all components of service delivery. Solicit and share feedback with appropriate internal resources in order to improve the client experience. •Prioritize activities and manage time to effectively and efficiently provide quality client service to our partners and clients. •Ensure that our commitments to our clients are met by proactively reviewing the status of assigned plans' periodic activity (compliance testing, 5500, quarterly statements, RMDs, etc.). •Assess client objectives, needs and behaviors to suggest plan, product or functionality changes to improve results for our clients. •Educate client regarding plan features, product capabilities or Ascensus functionality and process. •Develop ideas for improvement and provide feedback/solutions to plan sponsor and financial professional to minimize risk and improve process. •Act in the role as the subject matter expert on specific topics for initiatives with responsibility for training and assisting others across departments in area of expertise. •Provide training to members of team as opportunities arise. •Perform other duties and participate in or lead special projects as assigned. Minimum Requirements: · Bachelor's degree or equivalent work experience. · Direct client experience and Retirement Services industry experience or thorough knowledge preferred · Certification or working towards certification (ASPPA, CEBS, etc.) in industry-related studies program preferred. · Excellent written and verbal communication skills. The ability to communicate effectively (clear, concise and professionally) with all levels within the Ascensus organization, as well as with our client base. · Excellent presentation skills, business etiquette, client service skills and time management. · Demonstrated professionalism in all aspects of the role. · Experience with financial services systems (i.e. recordkeeping, trust, trading); and experience with plan recordkeeping and trust reconciliation. · Proficiency in Microsoft Office software applications, specifically Word and Excel required, Access and PowerPoint preferred. · Excellent analytical and problem resolution skills. · Knowledge of retirement plans, ERISA, DOL and IRS regulations, and plan documents (individually designed and prototype). · Ability to work in a team environment to ensure common goal of providing exceptional client service. · Ability to work well under pressure with multiple priorities and deadlines in a demanding environment. · Ability to make sound business judgments concerning issues which, if mishandled, have the potential to create substantial financial and client relations liabilities for the company. · Ability to work extended hours to meet business needs as required. · Quality focus with attention to detail. · Handle other essential tasks as assigned. The national average salary range for this role is $40K-80K in base pay, exclusive of any bonuses and benefits. This base salary range represents the low and high end of the salary range for this position. Actual salary offered will vary and may be above or below the range based on various factors including but not limited to location, experience, performance, and internal pay alignment. We do not anticipate that candidates hired will begin at the top of the range however, from time to time, it may occur on a case-by-case basis. Other rewards and benefits may include: 401(k) match, Medical, Dental, Vision, Paid-Time-Off, etc. For more information, please visit careers.ascensus.com/#Benefits . Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate ****************** ****************** 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.

The Senior Product Manager is responsible for leading new, large-scale, product development initiatives for the 529 Government Savings division. This position will oversee new product initiatives end to end, working closely with Development, UX, Finance, Relationship Management, Clients, Operations and Marketing. This position requires experience with holding voice of the customer (VOC) sessions, setting product strategy, business case development, Agile product development methodologies including launching MVPs and continued refinement of services, go to market planning, project execution, client enablement and hitting financial growth targets. Section 2: Job Functions, Essential Duties and Responsibilities * Manage end to end journey, including direct management of Product Owners, Business Analysts and Product Managers * Develop product strategy, scoping, and sizing while communicating with internal and external constituents * Direct Agile Scrum teams to ensure products are being developed and implemented on time and on budget * Develop strategic product business cases and track performance against key performance indicators identified * Develop product communication and training materials and present to internal and external parties * Construct, maintain and communicate a product roadmap for assigned areas * Provide ongoing leadership to ensure products continue to evolve in sync with Ascensus business needs * Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients. * Our I-Client service philosophy and our Core Values of People Matter, Quality First and Integrity Always should be visible in your actions on a day to day basis showing your support of our organizational culture. Section 3: Experience, Skills, Knowledge Requirements * A Minimum of 7 years of experience in product development in financial services or similar field of work; payments and money movement experience a plus * Deep experience in of Agile product development methodologies and practices * Familiarity with financial systems, processing, and record keeping * Strong communication skills, particularly as it relates to new product content and presenting to clients * Experience with leading digital / multi-channel product development initiatives * Proficient in core desktop professional software - Word, Excel, PowerPoint, Visio * Experience with AI requirement & development practices as well as embedding AI in client facing features We are proud to be an Equal Opportunity Employer The national average salary range for this role is $140-160k in base pay, exclusive of any bonuses and benefits. This base salary range represents the low and high end of the salary range for this position. Actual salary offered will vary and may be above or below the range based on various factors including but not limited to location, experience, performance, and internal pay alignment. We do not anticipate that candidates hired will begin at the top of the range however, from time to time, it may occur on a case-by-case basis. Other rewards and benefits may include: 401(k) match, Medical, Dental, Vision, Paid-Time-Off, etc. For more information, please visit careers.ascensus.com/#Benefits. Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate ****************** ****************** 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. For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual work space and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 25 MBps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Note: For call center roles specifically, it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in close proximity to the router. Please ensure that you are able to meet these expectations before applying. 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").

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. Job Description Section 1: Position Summary High level review to ensure quality of client deliverables including research of pension law and regulations. Responsible for ensuring service standards remain in alignment with the expectations, guidance and direction provided by the FuturePlan Lead Actuary and organizational standards. Serve as an expert in the valuation, administration and compliance of Defined Benefit, Cash Balance plans and DB/DC Combo plans. Section 2: Job Functions, Essential Duties and Responsibilities Review, prepare and/or certify client projects and ensure accurate client deliverables including: - Actuarial valuations and reports - Benefit statements - Plan documents, amendments, employee communications (SPDs, etc.) - Work performed by other teams as necessary (e.g., Benefit calculations, Form 5500s and PBGC premium forms) - IRS determination filings and PBGC (Form 500 series) termination submissions - ASC 715/960 - Perform and review combined plan non-discrimination testing Answer technical questions posed by staff Research the Internal Revenue Code and other technical resources to resolve client issues Provide technical training for staff Provide back up to other teams as necessary Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients. Our I-Client service philosophy and our Core Values of People Matter, Quality First and Integrity Always should be visible in your actions on a day to day basis showing your support of our organizational culture. Assist with other tasks and projects as assigned Supervision N/A Section 3: Experience, Skills, Knowledge Requirements Bachelor's degree in actuarial science, math or math related field Enrolled Actuary designation with 5 years industry experience Advanced understanding of: - Pension law - Plan documents and IRS favorable determination letters - Actuarial valuations and software systems Excellent technical/analytical skills Ability to research technical issues Ability to explain technical issues to all levels of associates Good verbal and written communication skills Demonstrated expertise with Microsoft Office, particularly Excel applications Demonstrated expertise with industry recognized pension valuation software Detail and accuracy oriented Good time management skills Team Player Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate ****************** ****************** 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 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. The Manager; CRM Administration Support will lead and manage the CRM Administration team, providing primary support for Microsoft Dynamics CRM and Salesforce Service Cloud, along with ancillary applications. This role will oversee the maintenance, management, and administration of both platforms, ensuring optimal performance and alignment with business objectives. The Manager will guide customization of forms, fields, views, reports, and dashboards, and will be responsible for developing and maintaining custom validation rules and workflows. Additionally, this role will foster team development, set priorities, and ensure delivery of high-quality solutions across both CRM ecosystems. Section 2: Job Functions, Essential Duties and Responsibilities Leadership & Management * Directly manage and mentor CRM Administration team members, providing coaching, performance feedback, and professional development opportunities. * Set team goals, prioritize tasks, and allocate resources to ensure timely delivery of projects and support requests for both Microsoft Dynamics CRM and Salesforce Service Cloud. * Foster a collaborative, high-performing team culture aligned with organizational values. * CRM Administration * Oversee daily monitoring, troubleshooting, and performance analysis of Microsoft Dynamics CRM and Salesforce Service Cloud. * Manage security, configuration, user support, and training for both platforms. * Execute design tasks and collaborate with stakeholders to drive product increments and enhancements. * Identify and implement product improvement opportunities to increase efficiency, productivity, and end-user adoption across both systems. Strategic Collaboration * Partner with Product Owners and business leaders to align CRM capabilities with organizational priorities. * Provide process and documentation overviews to support company initiatives such as Disaster Recovery and audits. Compliance & Risk Management * Ensure adherence to data security standards and protect all client data against unauthorized access or transmission. * Lead Disaster Recovery testing and maintain documentation for both CRM platforms. * Continuous Improvement * Promote ongoing learning and technical development within the team. * Stay current with CRM trends, architecture, and best practices through training and industry engagement. Other Responsibilities * Support additional tasks and projects as assigned. * Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients. * At Ascensus we are guided by our Core Values of People Matter, Quality First and Integrity Always. They inspire us every day to prioritize an environment of respect for those we serve and one another and should be visible in your actions on a day-to-day. Supervision * Direct Reports: CRM Administration team members * Reports To Head of Technology; Corporate Development Section 3: Experience, Skills, Knowledge Requirements * Bachelor's degree or equivalent work experience. * Minimum 7+ years of experience with Microsoft Dynamics CRM and Salesforce Service Cloud, including administration and customization. * Proven experience in team leadership or management, including mentoring and performance management. * Strong understanding of CRM security configuration and workflow management. * Excellent analytical, organizational, and communication skills. * Ability to translate business challenges into technical solutions. * Experience working with third-party applications such as Data8, ClickLearn, ClientPoint, etc. * Knowledge of PC applications including SQL and MS Office products. * Travel requirement up to 10% annually. For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual workspace and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 25 Mbps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Note: For call center roles specifically, it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in close proximity to the router. Please ensure that you are able to meet these expectations before applying. The national average salary range for this role is $130-140k in base pay, exclusive of any bonuses and benefits. This base salary range represents the low and high end of the salary range for this position. Actual salary offered will vary and may be above or below the range based on various factors including but not limited to location, experience, performance, and internal pay alignment. We do not anticipate that candidates hired will begin at the top of the range however, from time to time, it may occur on a case-by-case basis. Other rewards and benefits may include: 401(k) match, Medical, Dental, Vision, Paid-Time-Off, etc. For more information, please visit careers.ascensus.com/#Benefits. We are proud to be an Equal Opportunity Employer Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate ****************** ****************** 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. For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual work space and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 25 MBps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Note: For call center roles specifically, it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in close proximity to the router. Please ensure that you are able to meet these expectations before applying. 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").

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. This position supports client onboarding processes to ensure key deliverables are met. Participates in client and financial professional meetings pertaining to various file set ups as well as with prior recordkeepers files. Assists with conversion and translation of financial and demographic data to ensure accurate and timely transition of plan liabilities. Demonstrates a high level of client satisfaction to Plans and Partners by following process and procedures for the installation of plans to meet deadlines and quality levels set by the unit. In addition, supports Quality Assurance (QA) processes to ensure deliverables are met. Section 2: Job Functions, Essential Duties and Responsibilities * Manages assigned tasks effectively to meet or exceed departmental service goals and partner specific service levels for quality and timeliness. * Provides clear external and internal communication to clients, financial professionals, Prior Recordkeepers and Implementation Project Managers regarding key events and functions pertaining to plan onboarding. * Coordinates with plan sponsor and Prior Recordkeepers collection of required information, including but not limited to; * Participate in interactions with prior record keepers and/or clients as they complete the onboarding process to ensure all required data has been received and loaded. * Communicate missing information to applicable external parties regarding data necessary to complete the participant setup. * Ability to reconcile reports from prior record keeper to prepare Reconciliation packages for client signoff. * Successfully monitor follow-up on assigned items, including seeing problems to resolution and closure. Escalating client trends or issues to appropriate management. * Train other associates on all responsibilities identified as pertaining to the job responsibilities. * Participate in file setup calls for both conversion and start up plans to ensure timely and accurate submission of enrollments, contributions, demographic data required for accurate plan administration. * Performs updates to various internal tracking systems to ensure accurate tracking of installation milestones. * Monitors internal department's completion of tasks, within the implementation plan, by the scheduled date. * Provides input to Implementation Project Manager and Management on potential client issues or implementation delays. * Proactively escalates potential risks to appropriate leadership staff that impact either service satisfaction and/or financial liability. * Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients. * At Ascensus we are guided by our Core Values of People Matter, Quality First and Integrity Always. They inspire us every day to prioritize an environment of respect for those we serve and one another and should be visible in your actions on a day-to-day. Supervision * N/A Section 3: Experience, Skills, Knowledge Requirements * Bachelor's degree or 5 years of industry experience in financial services or retirement services environment. * Outstanding client focused background, demonstrating experience working in high paced environment. * Efficient knowledge of ERISA, DOL and IRS regulations, and plan documents, preferred. * Excellent time management and prioritization skills. * Excellent written and oral communication skills. The ability to communicate effectively (clear, concise and professionally) with all levels within the Ascensus organization and with external Ascensus clients. * Outstanding computer literacy with recordkeeping systems, preferred. * Excellent knowledge of MS Office software applications, specifically Access, Excel including Power Query. * Excellent analytical and problem resolution skills. * Ability to work in a team environment to ensure common goal of providing exceptional customer service. * Ability to react to change productively and handle other essential tasks as assigned. * Ability to work well under pressure with multiple priorities and deadlines in a high stress environment. * Ability to work in a fast-paced environment, handling multiple priorities. * Ability to work overtime to meet the needs and cyclical trends of the business organization. * For virtual remote positions, we require an uninterrupted workspace during business hours and an internet work speed of 25 Mbps or better. If you are unsure of your internet speed before applying, please check with your service provider. We are proud to be an Equal Opportunity Employer The national average salary range for this role is $60-70k in base pay, exclusive of any bonuses and benefits. This base salary range represents the low and high end of the salary range for this position. Actual salary offered will vary and may be above or below the range based on various factors including but not limited to location, experience, performance, and internal pay alignment. We do not anticipate that candidates hired will begin at the top of the range however, from time to time, it may occur on a case-by-case basis. Other rewards and benefits may include: 401(k) match, Medical, Dental, Vision, Paid-Time-Off, etc. For more information, please visit careers.ascensus.com/#Benefits. Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate ****************** ****************** 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. For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual work space and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 25 MBps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Note: For call center roles specifically, it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in close proximity to the router. Please ensure that you are able to meet these expectations before applying. 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").

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. This position is responsible for providing client service to our partners, intermediaries and plan sponsors. The Client Services Consultant will demonstrate their thorough knowledge of retirement plans and Ascensus products and services by providing solutions to complex plan issues and delivering consultative service to help clients manage their retirement plans. The Client Services Consultant works with the Relationship Manager to deliver client satisfaction by providing retirement plan and operational expertise, proactively identifying, owning and resolving client issues and engaging clients with value added consulting. This position is also serving as a technical resource to the Ascensus organization and providing coaching and mentoring to other associates to ensure client expectations are met and/or exceeded. Essential Duties and Responsibilities: • Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients. • The I-Client philosophy and the Core Values of People Matter, Quality First and Integrity Always should be visible in your actions on a day to day basis showing your support of our organizational culture. • Consistently provide a high level of consultative client service while communicating and coordinating with clients and partners to address issues, provide necessary research and deliver creative solutions to your clients. • Demonstrate a detailed knowledge of retirement plans and the Ascensus business. • Coach and mentor others in all aspects of retirement plan and client relations factoring in the needs of the client and Ascensus to arrive at appropriate solutions. • Successfully monitor and follow-up on assigned items; includes determining required action for resolution of client issues, documenting and implementing solutions as appropriate. • Provide clients and advisors clear and concise communication regarding services, execution and resolution throughout the service cycle. • Establish and maintain strong working relationships with dedicated clients and financial professionals and provide updates on product and plan initiatives. • Participates in the management of vendor relationships on behalf of clients and partner. • Deliver client retention by anticipating client's needs, recommending changes or actions, in conjunction with the Relationship manager. • Achieve individual and team goals for service levels, growth and retention for assigned book of business. • Identify and document systematically “opportunity plans” working with Relationship Manager on a strategy to mitigate risk. • Executing strategic plan to ensure retention and satisfaction of client and financial professional's book of business. • Achieve service level goals, retention and organic growth goals established for each financial partner by assessing opportunities in assigned book of business. • Responsible for proactive communication with the client and partners regarding all components of service delivery. Solicit and share feedback with appropriate internal resources. • Manage day to day schedule for self and team according to client needs and needs of the business. • Apply industry knowledge to all facets of retirement operations and service. • Ensure that our commitments to our clients are met by proactively reviewing the status of assigned plans' periodic activity (compliance testing, 5500, quarterly statements, RMDs, etc.). • Assess client objectives, needs and behaviors to suggest plan, product or functionality changes to improve results for our clients. • Educate client regarding plan features, product capabilities or Ascensus functionality and process. • Develop ideas for improvement and provide feedback/solutions to plan sponsor and financial professional to minimize risk and improve process. • Support peers and Manager(s) by handling escalated items/calls from clients. Responsible for oversight and resolution of the escalated item. • Coach and mentor team members and provide feedback to the team manager for performance improvement purposes. • Develop and maintain strong internal relationships across departments and locations. • Act in the role as the subject matter expert on specific topics as needed. Responsible for developing materials, training and assisting others across departments in these areas. • Perform other duties and participate in or lead special projects as assigned. Minimum Requirements: • Bachelor's degree or equivalent work experience. • Minimum of 5 years direct client experience required, Retirement Services industry experience preferred. • Certification or working towards certification (ASPPA, CEBS, etc.) in industry-related studies program preferred. • Excellent written and verbal communication skills. The ability to communicate effectively (clear, concise and professionally) with all levels within the Ascensus organization, as well as with our client base. • Excellent presentation skills, business etiquette, client service skills and time management. • Demonstrated professionalism in all aspects of the role. • Experience with financial services systems (i.e. recordkeeping, trust, trading); and experience with plan recordkeeping and trust reconciliation. • Proficiency in Microsoft Office software applications, specifically Word and Excel required, Access and PowerPoint preferred. • Excellent analytical and problem resolution skills. • Comprehensive knowledge of retirement plans, ERISA, DOL and IRS regulations, and plan documents (individually designed and prototype). • Ability to work in a team environment to ensure common goal of providing exceptional client service. • Act as a change agent to initiate and respond to change productively. • Ability to work well under pressure with multiple priorities and deadlines in a demanding environment. • Ability to make sound business judgments concerning issues which, if mishandled, have the potential to create substantial financial and client relations liabilities for the company. • Ability to work extended hours to meet business needs as required. • Quality focus with attention to detail. • Ability to lead a team and/or project successfully. • Ability to travel as needed. • Strong project management skills. • Handle other essential tasks as assigned. Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate ****************** ****************** 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.

The Plan Termination Consultant is a position on the Plan Terminations Team responsible for all aspects of processing DC Plan Terminations. The Plan Termination Consultant is responsible for managing all aspects of plan administration for an assigned caseload of clients. Section 2: Job Functions, Essential Duties and Responsibilities * Prepare necessary government forms required for a plan termination * Compliance testing, analysis and corrective actions * Preparation of annual valuation and Form 5500 filing * Perform projected and year end non-discrimination testing * Calculation and allocation of annual employer contributions (including New Comparability) * Identify and resolve plan discrepancies * Census review, eligibility calculations, trust accounting and asset reconciliation * Ensure compliance with DOL and IRS requirements * Process final distribution of assets to participants. * Work with clients, plan sponsors, participants and others during the plan termination process regarding distribution of plan assets * Effectively communicates with clients, brokers, and staff in answering questions and problem solving. * Monitors and follows up on pending plan termination requests. * Track progress of all plan terminations to ensure deadlines are met. * Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients. * Our I-Client service philosophy and our Core Values of People Matter, Quality First and Integrity Always should be visible in your actions on a day to day basis showing your support of our organizational culture. * Assist with other tasks and projects as assigned Supervision * N/A Section 3: Experience, Skills, Knowledge Requirements * Excellent customer service skills. * Strong attention to detail and ability to communicate effectively both in writing and verbally. * Effective analytical and problem-solving skills. * Great organization skills with the ability to prioritize effectively & efficiently. * Excellent at documentation and follow through. * Ability to make sound decisions * Results oriented * Strong knowledge of MS Office including Excel, Word and Outlook. * Experience with ASC is preferred. * Qualified candidates will have 2-3 years of experience working with ERISA qualified plans. * Finance and accounting experience is an additional asset for this position * High school diploma or equivalent required; two or four year degree preferred. * Coursework in pension plan administration or work towards certification a plus. We are proud to be an Equal Opportunity Employer The national average salary range for this role is $65-75k in base pay, exclusive of any bonuses and benefits. This base salary range represents the low and high end of the salary range for this position. Actual salary offered will vary and may be above or below the range based on various factors including but not limited to location, experience, performance, and internal pay alignment. We do not anticipate that candidates hired will begin at the top of the range however, from time to time, it may occur on a case-by-case basis. Other rewards and benefits may include: 401(k) match, Medical, Dental, Vision, Paid-Time-Off, etc. For more information, please visit careers.ascensus.com/#Benefits. Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate ****************** ****************** 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. For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual work space and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 25 MBps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Note: For call center roles specifically, it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in close proximity to the router. Please ensure that you are able to meet these expectations before applying. No associate is permitted to work at a location outside the United States for any length of time, except for approved business travel on a limited basis. Exempt Associates traveling outside the United States on personal travel or while on PTO may work on a limited basis (e.g., occasionally checking and responding to business-critical emails or dialing into business-critical meetings) from their personal devices but not from a company-provided computer. 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").