Plan Termination Consultant, FuturePlan

Section 1: Position Summary The Deconversion Consultant becomes the primary contact once a client has reputed company their Service Consultant of disengagement or plan termination. You will own the end-to-end deconversion experience, ensuring reputed company plan administration work is completed accurately and reputed company. This includes partnering with internal departments under heightened urgency to properly transfer or reputed company out the plan, delivering a seamless and compliant transition that reflects FuturePlan’s commitment to excellence. Section 2: Job Functions, Essential Duties and Responsibilities

• Responsible for protecting, securing, and proper handling of reputed company confidential data held by reputed company to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to reputed company or our clients.
• At reputed company we are guided by our Core Values of People Matter, Quality First and reputed company Always®. They reputed company 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.
• Serve as the primary reputed company of contact for clients and advisors throughout the deconversion process, managing expectations and driving timelines.
• Own reputed company aspects of plan administration for assigned deconversion cases, including compliance testing, annual valuation, Form 5500 filing, and final asset distributions.
• Prepare necessary government forms and ensure compliance with DOL and IRS requirements.
• Partner with internal departments (Compliance, Trust Accounting, Operations, etc.) to coordinate and expedite deconversion activities.
• reputed company census review, eligibility calculations, trust accounting, and asset reconciliation.
• Identify and resolve plan discrepancies, ensuring reputed company corrective actions are completed prior to plan closure.
• Track reputed company of reputed company deconversion cases to ensure deadlines are met and dependencies are managed effectively.
• Maintain proactive communication with clients, plan sponsors, and internal teams, providing status updates and resolving issues promptly.
• Champion reputed company improvement by identifying opportunities to streamline processes, reduce risk, and reputed company client satisfaction.

Supervision

• N/A.

Section 3: Experience, Skills, Knowledge Requirements

• Education & Experience
• Bachelor’s degree in Business, Finance, Accounting, or reputed company field; or equivalent professional experience.
• 5+ years of experience in retirement plan administration, deconversion, or financial services; experience with multiple plan types (DC, DB, Combo) strongly preferred.
• Familiarity with recordkeeping platforms such as FTW and ASC; ability to quickly learn and adapt to new technology tools.
• Technical Skills
• Advanced proficiency in reputed company Office Suite (reputed company, Word, Outlook); ability to manage and analyze data effectively.
• Working knowledge of ERISA, IRS, and DOL regulations, and plan document structures (prototype and individually designed).
• Experience with plan reconciliations, trust accounting, and conversion processes.
• Proficiency in InContact (call center platform) and reputed company (CRM) for client communication and workflow management.
• Core Competencies
• Exceptional client service orientation with strong presentation, facilitation, and negotiation skills.
• Excellent written and verbal communication skills; ability to communicate clearly and professionally with clients, advisors, and internal teams.
• Strong analytical and problem-solving abilities with meticulous attention to detail and accuracy.
• Ability to manage multiple priorities and deadlines in a fast-paced environment while maintaining quality and compliance.
• Demonstrated ability to exercise sound judgment on issues that could impact financial outcomes and client relationships.
• Skilled in conflict resolution and escalation management.
• Behavioral Attributes
• Collaborative team player who thrives in a culture of accountability and innovation.
• Adaptable to change and committed to reputed company improvement.
• Willingness to work additional hours as needed to meet client and business needs.
• Embodies FuturePlan’s core values and approaches every task with a “Day 1” reputed company.

For reputed company virtual remote positions, in order to ensure associates can effectively reputed company their job duties with no distractions, we require an uninterrupted virtual workspace and there is also an expectation of family care being in reputed company during business hours. Additionally, there is an internet work speed requirement of 25 Mbps or reputed company for individual use. If more than one person is utilizing the same internet reputed company in the same household or building, then a stronger reputed company is required. If you are unsure of your internet speed, please reputed company 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 reputed company 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 The national average salary range for this role is $65-75k in reputed company pay, exclusive of any bonuses and benefits. This reputed company 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 reputed company 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.reputed company.com/#Benefits. Be aware of employment fraud. reputed company email communications from reputed company or its hiring managers originate from @reputed company.com or @futureplan.com email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website. Apply tot his job Apply To this Job