Manager

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.

Section 1: Position Summary

Manage actuarial and technical aspects of Defined Benefit and Cash Balance plans, balancing the workload across staff to ensure all regulatory due dates are met. Stay informed of law changes, ensure our plans and policies are kept in compliance, and our staff trained on the latest developments. Assist with reviewing client projects and managing workflow for internal and external deliverables.

Section 2: Position Responsibilities:

• Manage work schedules, time off, and overtime needs for Silver Specialists to ensure appropriate staffing levels are met.
• Manage productivity, performance measurements, case assignments and efficiency of Silver Specialists.
• Manage workflow to ensure that projects are delivered timely to meet expectations and service standards.
• Manage recruiting process and ensuring appropriate staffing for the department.
• Keep up with and notify staff of new developments in law related to the retirement plan industry.
• Review industry communications for new ideas for our pension practice and participate in EA Policy Committee to process ideas and technical issues
• Answer Actuarial questions from staff in a helpful, friendly, knowledgeable, and proactive manner
• Manage the training, mentoring, and guiding career growth of Silver Specialists.
• Research the Internal Revenue Code and other technical resources to resolve client issues
• Review client projects and ensure accurate client deliverables including, but not limited to:
  • Non-Discrimination testing
  • 401(a)(4) testing
  • Complex benefit calculations
  • Actuarial valuations and reports
  • Plan documents, amendments, employee communications (SPDs, etc.)
  • IRS (Form 5310) and PBGC (Form 500 series) termination submissions
  • ASC 715/960
• Maintain master documents and procedures to comply with updates to pension laws, regulations, and assist with improvements to our work product.
• Provide back up to other teams, as necessary.
• Other duties, 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.
• 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.

Supervision

• Report to Actuarial Services Manager

Section 3: Experience, Skills, Knowledge Requirements

• Excellent customer service skills with strong interpersonal skills
• Strong organizational and problem solving skills
• Excellent written and oral communication including explaining and teaching technical concepts to non-technical individuals
• Ability to work in a face paced environment and adapt to change
• Excellent technical/analytical and research skills
• Strong project and time management skills
• Detail and accuracy oriented
• Dependable with excellent follow through on commitments and responsibilities
• Ability to work in fast paced, ever changing office environment, both independently and as a team
• Commitment to high quality service
• Proficient in the following duties:
  • Actuarial valuations and reports
  • Non-Discrimination testing and contribution calculations
  • ASC 715/960
  • Contribution projections
  • Plan studies
  • Interpreting and drafting language for plan documents
  • Government forms and benefit calculations
  • Training technical staff
• Preferred: Enrolled Actuary
• B.A./B.S. degree preferred
• Advanced understanding of:
  • pension law
  • plan documents and IRS favorable determination letters
  • actuarial valuations and software systems

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.

Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate from @ascensus.com email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.