Ascensus

Analyze, implement, test, document, and maintain software applications with minimal supervision to meet business objectives while securing confidential data. | 1-3 years experience with .Net/C#, SQL Server, NoSQL, RabbitMQ, and strong understanding of design principles, OOP, data structures, and algorithms. | 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. Ascensus does not provide visa sponsorship now or in the future and does not hire candidates working under OPT. Recent Grads welcome! As an Associate Software Engineer at Ascensus, you will be working in a high-energy team, writing beautiful code by using the best engineering practices in the industry today (e.g. unit testing, source control, continuous integration, automation, design patterns). Passion for all aspects of software development is critical. We are building teams that are empowered to solve the business needs by having a rapid development and deployment pipeline with a focus on automation and releasing software. You will be responsible for delivering solutions that adhere to the software architecture strategy, coding standards, and established organizational policies and procedures. 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. 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. Analyze, implement, test, document and maintain new and current software applications with minimal oversight in support of achieving the business goals. Assist in estimating and planning throughout the software development life cycle. Support people and process improvement strategies for the organization. Assist with other tasks and projects as assigned Section 3: Experience, Skills, Knowledge Requirements 1-3 years of experience developing software & systems for small to medium business environments Working experience Net/C#, SQL Server, NoSQL databases, RabbitMQ (or similar Strong problem solving skills Understanding of design principles (patterns, cohesion/coupling, S.O.L.I.D.) Understanding of object-oriented design, data structures and algorithms Familiarity with microservices and event-driven architecture Passion for developing good software Experience participating in design discussions with both technical and non-technical audiences. Familiarity or experience with Agile engineering practices (test driven development, continuous integration and pair programming, etc.) Experience in open source development Understanding of web technologies (HTTP, Apache, HTTP Proxies) Experience with continuous integration and deployment (CI/CD) Experience with working with legacy code We are proud to be an Equal Opportunity Employer The national average salary range for this role is 85k-100kin 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 from @ascensus.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. Ascensus helps millions of people save for a better future. What makes any career at Ascensus so rewarding? Collaborative, idea-sharing environment Professional Development with in-house training and tuition reimbursement Generous reward programs Paid time off Medical, dental & vision benefits Health Savings Account with employer contribution up to $1,100 401(k) & 529 college savings match programs Volunteer and charitable-giving programs Business casual dress

Drive sales growth by establishing and maintaining relationships with financial professionals and strategic partners, and coordinate sales efforts to meet targets. | Minimum 3-5 years of industry-specific sales experience, proficiency with CRM and web applications, and ability to operate effectively in a fast-paced environment. | 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 The Vice President, Sales Consultant’s primary responsibility is to facilitate the growth of new relationships and business for FuturePlan. This professional will drive sales with financial professionals and strategic alliance platforms to meet assigned sales goals. Includes directly coordinating sales activities for key Plan Sponsor relationships, actively working with (FuturePlan by Ascensus) Internal and External Sales Consultants to drive sales and marketing. Section 2: Job Functions, Essential Duties and Responsibilities • Strong, in-depth ERISA and plan design knowledge • Ability to discuss industry trends with Financial Advisors • Ability to learn multiple platform/product solutions; assist Financial Advisors with a “needs analysis” to ensure the appropriate solution • Strong knowledge of key competitors with the ability to highlight our competitive advantages • Establish and maintain productive, working relationships with Financial Advisors with the goal of earning their retirement plan business • Coordinate wholesaling efforts with Ascensus Internal Sales to maximize coverage and effectiveness • Remain current on industry, technical and product knowledge. Complete management reports, expense reports and other special tasks as requested. • Ability to discuss Fiduciary Solutions, including various mutual fund share classes and impact on plan/cost • Ability to discuss in detail operating expenses of investment products, impact of certain share classes on overall “cost” of services to Financial Advisors and Employers • Assist existing employers and Financial Advisors in the retention of current business (as needed) • Excellent written and oral communication skills • Strong working relationships with DCIO firms in region to promote our solutions to Financial Advisors • Assist with other 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. • 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 • N/A Section 3: Experience, Skills, Knowledge Requirements • A minimum of 7 years’ experience in the retirement plan industry or 3-5 years’ experience in a business development role in the retirement plan industry. • Proven successful sales experience of retirement administrative services • Overnight travel is required • Superior time management skills required • Ability to operate effectively in a fast-paced, unsupervised environment • Proficient in PC, CRM and web applications. We are proud to be an Equal Opportunity Employer The national average salary range for this role is $70,000 - $100,000 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 from @ascensus.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.

Support trust operations, prepare reports, and assist with compliance and trust issues related to retirement plans. | Requires 3-5 years of ERISA experience, advanced math and analysis skills, and proficiency in Excel and plan administration software. | 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 Trust position that has an advanced understanding of all plan types and facilitates more complex interactions with the Plan Consultants. Section 2: Job Functions, Essential Duties and Responsibilities Ability to successfully complete and support the work outlined for the Trust Associate 1 and 2 roles Reads and comprehends retirement plan provisions from plan documents, summaries of plan provisions, and related plan materials Supports the Plan Consultants in resolving operational and compliance trust issues related to qualified plans Tracks and monitors job progress to ensure that all necessary data is requested and received in order to meet trust deadlines Prepares trust accounting reports for Clients Supports and completes assigned quality assurance reviews Review non qualifying assets Able to assist consultants with follow up letters on missing trust information and/or addressing and resolving trust issues. Ability to successfully integrate information from alliance partners into pension software Knowledge of participant loans, partnership valuations, employer stock investments, and reporting of insurance policies 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 preferred Minimum of 2 years of advanced math education preferred 3 – 5 years of prior ERISA experience in the retirement industry preferred 3 - 5 years of experience in analysis of financial data required Strong Word, Excel (Advanced), and Outlook skills Strong written and oral communication skills Strong analytical and problem solving skills Strong attention to detail and the ability to prioritize, manage tasks and meet in connection with business operations, including related ERISA compliance matters Associate holds Retirement Plan Fundamentals certification upon meeting eligibility requirements QKA designation preferred Ability to work additional hours during peak periods Prior experience with plan administration software, i.e. Relius We are proud to be an Equal Opportunity Employer Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate from @ascensus.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. Ascensus helps millions of people save for a better future. What makes any career at Ascensus so rewarding? Collaborative, idea-sharing environment Professional Development with in-house training and tuition reimbursement Generous reward programs Paid time off Medical, dental & vision benefits Health Savings Account with employer contribution up to $1,100 401(k) & 529 college savings match programs Volunteer and charitable-giving programs Business casual dress

Managing client relationships, overseeing operations, and leading teams to ensure high-quality service delivery in a financial services context. | Extensive experience in financial services, leadership in client-facing roles, and industry-specific certifications are required, which are not present in your background. | 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 Vice President of Client Services plays a critical leadership role in ensuring a consistently high quality client experience across a complex and highly regulated service environment. This leader sets the strategic direction for service teams, drives operational excellence, and establishes clear expectations for responsiveness, accuracy, and proactive relationship management. They provide guidance on escalations, oversee the resolution of complex plan issues, and partner across departments—such as operations, relationship management, compliance, and technology—to streamline processes and enhance overall service delivery. By analyzing trends, identifying opportunities for improvement, and championing initiatives that strengthen client satisfaction and retention, the Vice President ensures that plan sponsors and advisors receive the knowledgeable, timely, and effective support required to manage their 401(k) plans with confidence.  Section 2: Job Functions, Essential Duties and Responsibilities 1. Strategic Leadership & Organizational Direction • Oversee the organizational structure and service model ensuring consistency, efficiency, and alignment with business goals.  2. Client Experience & Relationship Management • Own enterprise level client satisfaction outcomes, including NPS, survey feedback, team performance, and overall experience quality.  • Oversee the escalation process, ensuring timely and accurate resolution, and clarify ownership across teams for complex or executive level issues.  • Develop strategies to support plan sponsors and enhance communication around enhancements, plan changes, and service updates. 3. Operational Excellence & Service Delivery • Ensure accurate and timely execution of core 401(k) plan operations, including compliance testing, 5500 filings, yearend readiness, and participant processes. [ • Optimize workflow tools, systems (e.g., ARK, Trust), and cross team processes to reduce friction and improve efficiency.  4. Cross Functional Partnership & Strategic Initiatives • Lead major transformation efforts to improve scalability and client experience.  • Collaborate with Knowledge Management and technical teams to improve content integration, compliance updates, and internal resource accessibility.  5. Talent & Workforce Management • Coach and develop leaders and high potential associates; build clear career paths and training programs • Manage resources, staffing ratios, and span of control to maintain service levels while supporting growth. • Create an environment that drives engagement, retention, and a culture of high performance.  6. Financial & Performance Oversight • Manage key performance indicators (KPIs) across service delivery, including SLAs, staffing efficiency, budget adherence, and case handling metrics.  • Support forecasting, budget planning, and resource allocation  Section 3:  Experience, Skills, Knowledge Requirements • Bachelor’s degree in general business or management preferred • Industry specific certification (ASPPA, CEBS, etc.) strongly preferred. • Minimum 7+ years in a director and/or vice president level capacity within financial services industry, retirement industry preferred. • Knowledge of smaller market plan service including resource management, compliance and recordkeeping services.  Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate from @ascensus.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.

Leading client service teams, ensuring operational excellence, and driving strategic initiatives to improve client satisfaction. | Minimum 7+ years in a senior leadership role within financial services, with industry-specific certifications preferred, and a strong understanding of retirement plan services. | 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 Vice President of Client Services plays a critical leadership role in ensuring a consistently high quality client experience across a complex and highly regulated service environment. This leader sets the strategic direction for service teams, drives operational excellence, and establishes clear expectations for responsiveness, accuracy, and proactive relationship management. They provide guidance on escalations, oversee the resolution of complex plan issues, and partner across departments—such as operations, relationship management, compliance, and technology—to streamline processes and enhance overall service delivery. By analyzing trends, identifying opportunities for improvement, and championing initiatives that strengthen client satisfaction and retention, the Vice President ensures that plan sponsors and advisors receive the knowledgeable, timely, and effective support required to manage their 401(k) plans with confidence. Section 2: Job Functions, Essential Duties and Responsibilities 1. Strategic Leadership & Organizational Direction • Oversee the organizational structure and service model ensuring consistency, efficiency, and alignment with business goals. 2. Client Experience & Relationship Management • Own enterprise level client satisfaction outcomes, including NPS, survey feedback, team performance, and overall experience quality. • Oversee the escalation process, ensuring timely and accurate resolution, and clarify ownership across teams for complex or executive level issues. • Develop strategies to support plan sponsors and enhance communication around enhancements, plan changes, and service updates. 3. Operational Excellence & Service Delivery • Ensure accurate and timely execution of core 401(k) plan operations, including compliance testing, 5500 filings, yearend readiness, and participant processes. [ • Optimize workflow tools, systems (e.g., ARK, Trust), and cross team processes to reduce friction and improve efficiency. 4. Cross Functional Partnership & Strategic Initiatives • Lead major transformation efforts to improve scalability and client experience. • Collaborate with Knowledge Management and technical teams to improve content integration, compliance updates, and internal resource accessibility. 5. Talent & Workforce Management • Coach and develop leaders and high potential associates; build clear career paths and training programs • Manage resources, staffing ratios, and span of control to maintain service levels while supporting growth. • Create an environment that drives engagement, retention, and a culture of high performance. 6. Financial & Performance Oversight • Manage key performance indicators (KPIs) across service delivery, including SLAs, staffing efficiency, budget adherence, and case handling metrics. • Support forecasting, budget planning, and resource allocation Section 3: Experience, Skills, Knowledge Requirements • Bachelor’s degree in general business or management preferred • Industry specific certification (ASPPA, CEBS, etc.) strongly preferred. • Minimum 7+ years in a director and/or vice president level capacity within financial services industry, retirement industry preferred. • Knowledge of smaller market plan service including resource management, compliance and recordkeeping services. Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate from @ascensus.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.

Provide support and maintenance for Lawson Financial Suite and ancillary systems, ensuring system efficiency, security, and compliance. | Requires 5+ years of Lawson application experience, strong analytical and communication skills, and experience in finance or operations. | Section 1: Position Summary Provide primary support, both end user and back end system, for Lawson Financial Suite and ancillary applications. Handle incoming support needs to ensure the productivity of Ascensus associates. Assist in defining roadmap of product lines. Key contributor to recovery efforts and auditing activities around the Lawson platform. Key member of project teams driving towards greater efficiency and system updates. Section 2: Job Functions, Essential Duties and Responsibilities Primary support of Financial Systems at Ascensus Provide a single point of contact for all support requests related to the Finance systems ensuring that all requests are logged, resolved and the status communicated back to the originator in a timely manner Responsible for account management and security controls within the Lawson platform and ancillary systems Key technical resource on ancillary systems, including invoice generation solutions, accounts payable invoice document imaging and workflow system, T&E system, etc. Identify opportunities to leverage Lawson for efficiency and productivity gains Work with vendors to define roadmap of Lawson and ancillary systems Key contributor to auditing requirements around financial systems Responsible for Disaster Recovery testing and documentation Responsible for reporting support for business users of Lawson and ancillary software 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 or equivalent work experience Excellent analytical skills Excellent oral and written communication skills including active listening. Asking appropriate questions, clarifying information and writing clear, concise documents. 5+ years’ experience with Lawson Application Suite Strong business skills and experience in finance or operations Experience assisting technical development by acting as a liaison between the technical team and the user community Ability to work effectively independently and with vendor resourcing Experience with reporting tools preferred (i.e. SSRS) We are proud to be an Equal Opportunity Employer Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate from @ascensus.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. Ascensus helps millions of people save for a better future. What makes any career at Ascensus so rewarding? Collaborative, idea-sharing environment Professional Development with in-house training and tuition reimbursement Generous reward programs Paid time off Medical, dental & vision benefits Health Savings Account with employer contribution up to $1,100 401(k) & 529 college savings match programs Volunteer and charitable-giving programs Business casual dress

Develop and cultivate business relationships within the retirement and financial services industry to support sales growth and client engagement. | 6+ years in retirement and financial services, excellent communication skills, knowledge of ERISA and IRS regulations, proficiency in MS Office, and strong analytical skills. | 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 The primary purpose of the Business Development Consultant is to broaden relationships among our internal and external business partner communities. We strive to consistently support and expand critical business development activity and help maximize the growth potential of FuturePlan sales teams to help reach our firm goals. Our vision is to deliver a uniquely better overall business experience while working proactively with our partners to deepen our value as their preferred choice in the marketplace. We aim to propel relationships utilizing FuturePlan services by improving the overall sales experience along each step of the client and transaction lifecycle toward increased advocacy by our peers and greater brand recognition. Section 2: Job Functions, Essential Duties and Responsibilities • Communicate and drive activity to develop new and cultivate existing partnerships within our institutional and business to business channels including advisors, wholesalers, DCIO & clients. • Leads sales initiatives for advisors and centers of influence for assigned states and direct sales (i.e. desk to desk opportunities) • Conducts sales and product presentations to all intermediaries. • Provide coaching and guidance to overall Sales Team • Work to continuously develop market knowledge and understanding to drive activity to help support the business plans of our sales consultants. •  Help coordinate, support and facilitate advocacy for local industry events to expand relationship building, increase education, share knowledge, and drive new business. • Leverage FuturePlan’s investment in innovative and best in class tools, resources, training, and industry expertise to manage business opportunities and increase proposal activity to expand our brand and services among our business communities • Support the Sales Consultant team by enhancing productivity and accessibility to positively influence overall sales effectiveness by establishing a model of proactive engagement with influencers. • To help measure, monitor and support progress toward business development initiatives in assigned territories and assist in meeting sales goals by collaborating and developing business plans to help identify and drive critical activity. • To help create and facilitate the delivery of proposals to required parties. To help update and manage the sales lifecycle of the business pipeline. To help interpret trends, monitor campaigns, promotions and help focus activity accordingly within our advisor channels. • Help provide plan design consultation support and be able to identify areas of opportunity for business partners to close more business. • Partner with onboarding team to enhance the customer experience during the sales process at various stages including paperwork, client documentation, and plan design consultations to help efficiently bring in new plans. • Performs other duties and special projects as assigned. • To develop an increased knowledge of Retirement Plans, plan design and our industry through continued training. • Efficiently use all internal systems, resources and tools including: Outlook, Word, PowerPoint, Excel, Internet, CRMs, resources and technology. • 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. • Scheduled Travel with External Sales partners including conferences and advisor meetings at least once a year. • Assist with other tasks and projects as assigned Supervision  • N/A Section 3: Experience, Skills, Knowledge Requirements • Associate or Bachelor’s degree in Business, Marketing, Sales or equivalent combination of education and experience. • 6+ years’ experience in the retirement industry • 6+ years’ experience in the financial services industry • Excellent written and oral communication skills • Customer service focused • Comprehensive knowledge of retirement plans with knowledge of IRS and ERISA regulations • Excellent analytical and problem resolution skills • Ability to work well under pressure with multiple priorities and deadlines • Able to effectively render sound advice and judgment within company guidelines and ERISA rules • Proficiency in MSOffice software applications, specifically Excel • Contribute to sales organization by utilizing strong work ethic and team communication. • Strong solutions-oriented skills. • Must possess excellent interviewing and demonstration skills. We are proud to be an Equal Opportunity Employer Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate from @ascensus.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.

Develop and cultivate partnerships, conduct sales presentations, and support sales initiatives within the retirement plans industry. | 6+ years in the retirement industry and financial services, excellent communication skills, and proficiency in MS Office, especially Excel. | 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 The primary purpose of the Business Development Consultant is to broaden relationships among our internal and external business partner communities. We strive to consistently support and expand critical business development activity and help maximize the growth potential of FuturePlan sales teams to help reach our firm goals. Our vision is to deliver a uniquely better overall business experience while working proactively with our partners to deepen our value as their preferred choice in the marketplace. We aim to propel relationships utilizing FuturePlan services by improving the overall sales experience along each step of the client and transaction lifecycle toward increased advocacy by our peers and greater brand recognition. Section 2: Job Functions, Essential Duties and Responsibilities Communicate and drive activity to develop new and cultivate existing partnerships within our institutional and business to business channels including advisors, wholesalers, DCIO & clients. Leads sales initiatives for advisors and centers of influence for assigned states and direct sales (i.e. desk to desk opportunities) Conducts sales and product presentations to all intermediaries. Provide coaching and guidance to overall Sales Team Work to continuously develop market knowledge and understanding to drive activity to help support the business plans of our sales consultants. Help coordinate, support and facilitate advocacy for local industry events to expand relationship building, increase education, share knowledge, and drive new business. Leverage FuturePlan’s investment in innovative and best in class tools, resources, training, and industry expertise to manage business opportunities and increase proposal activity to expand our brand and services among our business communities Support the Sales Consultant team by enhancing productivity and accessibility to positively influence overall sales effectiveness by establishing a model of proactive engagement with influencers. To help measure, monitor and support progress toward business development initiatives in assigned territories and assist in meeting sales goals by collaborating and developing business plans to help identify and drive critical activity. To help create and facilitate the delivery of proposals to required parties. To help update and manage the sales lifecycle of the business pipeline. To help interpret trends, monitor campaigns, promotions and help focus activity accordingly within our advisor channels. Help provide plan design consultation support and be able to identify areas of opportunity for business partners to close more business. Partner with onboarding team to enhance the customer experience during the sales process at various stages including paperwork, client documentation, and plan design consultations to help efficiently bring in new plans. Performs other duties and special projects as assigned. To develop an increased knowledge of Retirement Plans, plan design and our industry through continued training. Efficiently use all internal systems, resources and tools including: Outlook, Word, PowerPoint, Excel, Internet, CRMs, resources and technology. 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. Scheduled Travel with External Sales partners including conferences and advisor meetings at least once a year. Assist with other tasks and projects as assigned Supervision N/A Section 3: Experience, Skills, Knowledge Requirements Associate or Bachelor’s degree in Business, Marketing, Sales or equivalent combination of education and experience. 6+ years’ experience in the retirement industry 6+ years’ experience in the financial services industry Excellent written and oral communication skills Customer service focused Comprehensive knowledge of retirement plans with knowledge of IRS and ERISA regulations Excellent analytical and problem resolution skills Ability to work well under pressure with multiple priorities and deadlines Able to effectively render sound advice and judgment within company guidelines and ERISA rules Proficiency in MSOffice software applications, specifically Excel Contribute to sales organization by utilizing strong work ethic and team communication. Strong solutions-oriented skills. Must possess excellent interviewing and demonstration skills. We are proud to be an Equal Opportunity Employer Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate from @ascensus.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. Ascensus helps millions of people save for a better future. What makes any career at Ascensus so rewarding? Collaborative, idea-sharing environment Professional Development with in-house training and tuition reimbursement Generous reward programs Paid time off Medical, dental & vision benefits Health Savings Account with employer contribution up to $1,100 401(k) & 529 college savings match programs Volunteer and charitable-giving programs Business casual dress

Manage and develop a team providing retirement plan services, ensuring high-quality client service and operational efficiency. | Bachelor's degree, 3-5 years of managerial experience, extensive industry knowledge, and strong communication and project management skills. | 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. Position Purpose: Responsible for managing a staff of associates in the delivery of excellent client service to plan sponsors, brokers/agents and financial partners in all aspects of retirement plan services. The Manager will lead the staff in maintaining service standards and an environment that promotes achievement and professional growth. Essential Duties and Responsibilities: • Motivate, lead and support team members to provide excellent customer service by ensuring that staff is properly trained to respond to inquiries in a professional manner. • Participate in the hiring process by conducting interviews and evaluating candidates. • Responsible for providing team members with substantive, periodic feedback on performance, including the completion of performance planning, performance updates and the annual performance appraisal. • Monitor service levels and telephone calls productivity. • Review and act upon daily production reports. • Plan and organize workflow in order to meet service commitments. • Produce weekly/monthly production reports outlining completed cases and pending cases. • Develop staffing strategies for appropriate allocation of resources to meet business needs and client service commitments/objectives. • Coordinate the successful training and instruction of new associates. • Develop staff on industry knowledge, general business skills set, and professional development. • Develop workflow alternatives that will streamline the production process, including the identification of opportunities for improvement, make recommendations for changes and help implement those changes. • Perform other duties and special 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. • 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. Minimum Requirements: • Bachelors Degree required. • Advanced degree or industry specific certification (ASPPA, CEBS, etc.) strongly preferred. • 3-5 years supervisor/managerial industry experience. • 7-10 years overall industry experience. • Proficiency with Microsoft Office. • Comprehensive knowledge of Ascensus record keeping system and retirement plans; or experience in recordkeeping systems at other recordkeeping providers. • Excellent analytical and problem solving skills • Ability to work well under pressure with multiple priorities and deadlines • Superior Interpersonal Skills. • Superior Presentation Skills. • Superior Written and Oral Communication Skills. • Superior Conflict Resolution Skills. • Superior Project Management Skills. • Superior Coaching and Mentoring Skills. • Superior Time Management Skills. • Must be able to travel. Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate from @ascensus.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.

Manage payroll, tax compliance, and benefits processes, including COBRA activities, for clients and internal teams. | Extensive payroll management experience, proficiency in data analysis and reporting tools, and familiarity with benefits and COBRA regulations. | ESSENTIAL KEY FUNCTIONS: include the following. Other duties may be assigned. • Process plan setup for new business accurately and timely in all relevant database systems. • Trains and educates new clients on submitting payments, invoicing and claims. • Process monthly group contributions. Reconciles retroactive balances and ensures balances are paid, ensures accurate eligibility, and researches and resolves discrepancies. • Reconciles carrier invoice to ensure amount and eligibility is accurate. Ensures payments are timely and updates appropriate payment logs. • Prepares contribution statements for each group. • Manage all COBRA-related activities for assigned clients including Preparing and delivering COBRA paperwork to participant within timelines established by existing regulations. Oversee participant monthly COBRA payments and monitor COBRA effective and end dates. Provide timely updates to carriers regarding enrollment or changes. Ensure forms have been processed within regulatory timelines. Responsible for billing and payment of benefit plans. Updates COBRA plans accordingly. Updates COBRA Compliance Program software. • Reconciles Premium Reserve Accounts on a monthly basis. Complete monthly audit of accounts and distribute refunds if applicable of excess reserves. • Process new enrollee information and oversee qualifying events. Review new hire and qualifying event applications. Process new hires, participant changes and terminations in systems and notify carriers of changes within regulations. • Ensure 5500 for assigned plans are completed accurately and timely. Responsible for the review and accuracy of data once forms are signature ready, prior to sending to client. • Responds and resolves inquiries from internal and external clients in a timely manner. • Manage all activities related to Smart Return Accounts (SRA’s) including reconciling accounts, claims and address inquiries from clients and participants. • Serves as a liaison between prospect, client and insurance carrier. Work with carrier to retrieve necessary answers and resources to address prospect and clients inquires. Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate from @ascensus.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.

Manage benefit plan billing, COBRA activities, and client inquiries, ensuring compliance and accuracy. | Experience in benefit plan administration, COBRA, and client communication, with strong data management skills. | ESSENTIAL KEY FUNCTIONS: include the following. Other duties may be assigned. Process plan setup for new business accurately and timely in all relevant database systems. Trains and educates new clients on submitting payments, invoicing and claims. Process monthly group contributions. Reconciles retroactive balances and ensures balances are paid, ensures accurate eligibility, and researches and resolves discrepancies. Reconciles carrier invoice to ensure amount and eligibility is accurate. Ensures payments are timely and updates appropriate payment logs. Prepares contribution statements for each group. Manage all COBRA-related activities for assigned clients including Preparing and delivering COBRA paperwork to participant within timelines established by existing regulations. Oversee participant monthly COBRA payments and monitor COBRA effective and end dates. Provide timely updates to carriers regarding enrollment or changes. Ensure forms have been processed within regulatory timelines. Responsible for billing and payment of benefit plans. Updates COBRA plans accordingly. Updates COBRA Compliance Program software. Reconciles Premium Reserve Accounts on a monthly basis. Complete monthly audit of accounts and distribute refunds if applicable of excess reserves. Process new enrollee information and oversee qualifying events. Review new hire and qualifying event applications. Process new hires, participant changes and terminations in systems and notify carriers of changes within regulations. Ensure 5500 for assigned plans are completed accurately and timely. Responsible for the review and accuracy of data once forms are signature ready, prior to sending to client. Responds and resolves inquiries from internal and external clients in a timely manner. Manage all activities related to Smart Return Accounts (SRA’s) including reconciling accounts, claims and address inquiries from clients and participants. Serves as a liaison between prospect, client and insurance carrier. Work with carrier to retrieve necessary answers and resources to address prospect and clients inquires. Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate from @ascensus.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. Ascensus helps millions of people save for a better future. What makes any career at Ascensus so rewarding? Collaborative, idea-sharing environment Professional Development with in-house training and tuition reimbursement Generous reward programs Paid time off Medical, dental & vision benefits Health Savings Account with employer contribution up to $1,100 401(k) & 529 college savings match programs Volunteer and charitable-giving programs Business casual dress

Support sales growth internally and externally by developing partnerships, conducting presentations, coaching sales teams, and cultivating new business with financial advisors in a hybrid role. | 6+ years sales experience in retirement or financial services, strong knowledge of retirement plans and ERISA, excellent communication and presentation skills, and ability to work in a hybrid environment. | 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 The Regional Sales Consultant is a hybrid role. The role will be expected to be an internal support to an external sales professional to achieve territory-specific goals for part of their time and the other part of their time, they will be in territory expected to create their own partners and sales opportunities. Section 2: Job Functions, Essential Duties and Responsibilities Act in Business Development Consultant (BDC) capacity – supporting overall sales growth and most specifically within territories and dedicated Regional Vice Presidents (RVPs). Approximately 50% of time. • Communicate and drive activity to develop new and cultivate existing partnerships within our institutional and business to business channels including advisors, wholesalers, DCIO & clients. • Leads sales initiatives for advisors and centers of influence for assigned states and direct sales (i.e. desk to desk opportunities) • Conducts sales and product presentations to all intermediaries. • Provide coaching and guidance to overall Sales Team • Work to continuously develop market knowledge and understanding to drive activity to help support the business plans of our sales consultants. • Help coordinate, support and facilitate advocacy for local industry events to expand relationship building, increase education, share knowledge, and drive new business. • Leverage FuturePlan’s investment in innovative and best in class tools, resources, training, and industry expertise to manage business opportunities and increase proposal activity to expand our brand and services among our business communities • Support the Sales Consultant team by enhancing productivity and accessibility to positively influence overall sales effectiveness by establishing a model of proactive engagement with influencers. • To help measure, monitor and support progress toward business development initiatives in assigned territories and assist in meeting sales goals by collaborating and developing business plans to help identify and drive critical activity. • To help create and facilitate the delivery of proposals to required parties. To help update and manage the sales lifecycle of the business pipeline. To help interpret trends, monitor campaigns, promotions and help focus activity accordingly within our advisor channels. • Help provide plan design consultation support and be able to identify areas of opportunity for business partners to close more business. • Partner with onboarding team to enhance the customer experience during the sales process at various stages including paperwork, client documentation, and plan design consultations to help efficiently bring in new plans. • To develop an increased knowledge of Retirement Plans, plan design and our industry through continued training. • Efficiently use all internal systems, resources and tools including: Outlook, Word, PowerPoint, Excel, Internet, CRMs, resources and technology. Act in Regional Vice President (RVP) capacity – actively cultivate new business & selling to advisors and partners in territory – will have a personal sales target. Approximately 50% of time. • Create new relationships and cultivate existing with advisors in territory to expand the FuturePlan footprint in territory. • Discuss industry trends with Financial Advisors • Assist Financial Advisors with a “needs analysis” to ensure the appropriate solution • Strong knowledge of key competitors with the ability to highlight our competitive advantages • Establish and maintain productive, working relationships with Financial Advisors with the goal of earning their retirement plan business • Discuss in detail operating expenses of investment products, impact of certain share classes on overall “cost” of services to Financial Advisors and Employers • Assist existing employers and Financial Advisors in the retention of current business (as needed) • Strong working relationships with DCIO firms in region to promote our solutions to Financial Advisors • 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 Internal • Associate or Bachelor’s degree in Business, Marketing, Sales or equivalent combination of education and experience. • 6+ years’ experience in sales, retirement plan services, or financial services • Proven successful sales experience (internal or external) of retirement administrative services • Strong communication, organization, and relationship-building skills. • Highly motivated self-starter with a collaborative mindset. • Comfortable working in a hybrid environment with remote flexibility. • Customer service focused • Excellent analytical and problem resolution skills • Ability to work well under pressure with multiple priorities and deadlines • Comprehensive knowledge of retirement plans with knowledge of IRS and ERISA regulations • Able to effectively render sound advice and judgment within company guidelines and ERISA rules • Working knowledge of 401(k), 403(b), defined benefit and cash balance plans. • Contribute to sales organization by utilizing strong work ethic and strong solutions-oriented skills. • Must possess excellent presentation skills • Proficient in CRM systems and Microsoft Office Suite. 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 from @ascensus.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.

Develop and expand business partnerships within institutional and B2B channels, support sales teams, deliver presentations, and manage sales pipeline to drive growth in retirement plan services. | 6+ years in retirement and financial services industries, strong communication and analytical skills, knowledge of retirement plans and ERISA regulations, proficiency in MS Office, and ability to support sales initiatives. | 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 The primary purpose of the Business Development Consultant is to broaden relationships among our internal and external business partner communities. We strive to consistently support and expand critical business development activity and help maximize the growth potential of FuturePlan sales teams to help reach our firm goals. Our vision is to deliver a uniquely better overall business experience while working proactively with our partners to deepen our value as their preferred choice in the marketplace. We aim to propel relationships utilizing FuturePlan services by improving the overall sales experience along each step of the client and transaction lifecycle toward increased advocacy by our peers and greater brand recognition. Section 2: Job Functions, Essential Duties and Responsibilities • Communicate and drive activity to develop new and cultivate existing partnerships within our institutional and business to business channels including advisors, wholesalers, DCIO & clients. • Leads sales initiatives for advisors and centers of influence for assigned states and direct sales (i.e. desk to desk opportunities) • Conducts sales and product presentations to all intermediaries. • Provide coaching and guidance to overall Sales Team • Work to continuously develop market knowledge and understanding to drive activity to help support the business plans of our sales consultants. • Help coordinate, support and facilitate advocacy for local industry events to expand relationship building, increase education, share knowledge, and drive new business. • Leverage FuturePlan’s investment in innovative and best in class tools, resources, training, and industry expertise to manage business opportunities and increase proposal activity to expand our brand and services among our business communities • Support the Sales Consultant team by enhancing productivity and accessibility to positively influence overall sales effectiveness by establishing a model of proactive engagement with influencers. • To help measure, monitor and support progress toward business development initiatives in assigned territories and assist in meeting sales goals by collaborating and developing business plans to help identify and drive critical activity. • To help create and facilitate the delivery of proposals to required parties. To help update and manage the sales lifecycle of the business pipeline. To help interpret trends, monitor campaigns, promotions and help focus activity accordingly within our advisor channels. • Help provide plan design consultation support and be able to identify areas of opportunity for business partners to close more business. • Partner with onboarding team to enhance the customer experience during the sales process at various stages including paperwork, client documentation, and plan design consultations to help efficiently bring in new plans. • Performs other duties and special projects as assigned. • To develop an increased knowledge of Retirement Plans, plan design and our industry through continued training. • Efficiently use all internal systems, resources and tools including: Outlook, Word, PowerPoint, Excel, Internet, CRMs, resources and technology. • 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. • Scheduled Travel with External Sales partners including conferences and advisor meetings at least once a year. • Assist with other tasks and projects as assigned Supervision • N/A Section 3: Experience, Skills, Knowledge Requirements • Associate or Bachelor’s degree in Business, Marketing, Sales or equivalent combination of education and experience. • 6+ years’ experience in the retirement industry • 6+ years’ experience in the financial services industry • Excellent written and oral communication skills • Customer service focused • Comprehensive knowledge of retirement plans with knowledge of IRS and ERISA regulations • Excellent analytical and problem resolution skills • Ability to work well under pressure with multiple priorities and deadlines • Able to effectively render sound advice and judgment within company guidelines and ERISA rules • Proficiency in MSOffice software applications, specifically Excel • Contribute to sales organization by utilizing strong work ethic and team communication. • Strong solutions-oriented skills. • Must possess excellent interviewing and demonstration skills. We are proud to be an Equal Opportunity Employer Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate from @ascensus.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.

Process financial transactions and customer requests for 529 college savings plans while meeting productivity and quality standards in a high-paced environment. | 1-2 years professional experience preferred, strong analytical and communication skills, detail oriented, PC proficient, and a high school diploma or equivalent. | Position Purpose: The Client Service Representative is responsible for processing financial transactions and customer requests at a high rate of quality and productivity into 529 college savings plans. This role is responsible for following a variety of documented product procedures and matrices for multiple partners. The Candidate must be able to work in a high-paced environment and work. A degree of decision making is essential to this position. Overtime may be required. This is a fully remote temporary role starting in September and ending in the beginning of February. Training Shift: 10:00am -6:30pm EST Shifts After Training: • 10:00am EST to 6:30pm EST • 11:00am EST to 7:30pm EST Essential Duties and Responsibilities: Productivity/Quality • Process a diverse range of financial and non-financial transactions including but not limited to: • New Account Set Up • Account Contributions • Account Disbursements • Fund Transfers and Exchanges • Client Correspondence • Consistently meet productivity, timeliness, and quality standards. • Periodically assist or coordinate support for other functional units. • Perform quality assurance on transactions processed by peers. • Overtime during some weekends and holidays may be required. Training/Job Knowledge • Complete core corporate training and develop solid knowledge of systems. • Provide input into new department policies and procedures. • Consistently improve job knowledge to advance service capabilities through training and self study. • Learn and follow plan rules and procedures that vary by partner/plan Workflow/Process Improvement • Recommend improvements to applications, workflows, and procedures. • Staff are required to come up with project ideas to improve departmental functions and are measured on their input to the process. Team Work • Ability to provide constructive feedback to team members as a result of performing quality assurance on team members work. • Willingness to work as a team and provide quality service to our clients. • Assist management during busy periods to mentor and evaluate temporary staff. • 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. Minimum Requirements: • 1 to 2 years' experience in a professional work environment preferred. • Strong analytical, problem solving, organizational, interpersonal, and communication skills. • Detail oriented, PC/keyboard proficient, flexible, self-motivated, ability to multitask and work well under pressure. • High school diploma or equivalent experience. Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate from @ascensus.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.

Monitor data quality, build dashboards, identify data trends, share insights with stakeholders, and support data governance and security. | 5+ years with large data sets, 3+ years ETL experience, 4+ years with mainstream databases (Oracle preferred), 3+ years scripting (Python), strong communication and data visualization skills. | At Ascensus, technology is more than just a solution. It powers the business that helps millions of people save for what matters—retirement, education, and healthcare. Our technology experts tackle exciting challenges in collaborative teams, but work in an environment where individual and career development is always valued. Technology associates leverage their talents and passion, building new and innovative platforms, creating programs founded in automation in agile frameworks, and driving existing and new markets—all of which supports the rapid growth of a dynamic industry leader. Section 1: Position Summary Ascensus is seeking an energetic, motivated individual as Senior Data Analyst to join our team. The Senior Data Analyst must have strong analytic skills, with good written, visual, and oral communication skills. The Senior Data Analyst will also be responsible for monitoring the overall Data Quality of their assigned areas and building reportable metrics to identify trends. This is a key position within ACS technology organization to support our Data Strategy. Section 2: Job Functions, Essential Duties and Responsibilities Establish and Define Data Governance Build Dashboards demonstrating overall Data Health Create Roadmap Features to clean and integrate Data Identify and Share Data Trends that inform new Features and Initiatives Regularly share Insights from the Data to both Technical and Business Stakeholders 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 N/A Section 3: Experience, Skills, Knowledge Requirements Minimum Requirements: 5+ years of experience working with large data sets 3+ years of experience working with ETL processes 4+ years of experience working with mainstream Database platforms (Oracle Preferred) 3+ years working with a scripting language (ex Python) Interpersonal Skills: Data Analytics - able to look past the raw data and understand trends and outliers Build Presentations that persuade and inform Build relationships across all levels of the Organization Think in terms of Processes and Data Flows 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 from @ascensus.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. Ascensus helps millions of people save for a better future. What makes any career at Ascensus so rewarding? Collaborative, idea-sharing environment Professional Development with in-house training and tuition reimbursement Generous reward programs Paid time off Medical, dental & vision benefits Health Savings Account with employer contribution up to $1,100 401(k) & 529 college savings match programs Volunteer and charitable-giving programs Business casual dress

Provide proactive client service and issue resolution for retirement plan clients, support sales efforts, and maintain high client retention. | Bachelor's degree or equivalent, 1-3 years client experience in financial services preferred, strong communication and analytical skills, proficiency in MS Office, ability to work under pressure and in a team. | Position Purpose: This position is responsible for providing client service to our partners, intermediaries and plan sponsors. The Account Executive will develop and maintain a thorough understanding of retirement plans and Ascensus products and services with the goal of helping our clients manage their retirement plans appropriately. The Account Executive delivers exceptional service by taking ownership of client issues, providing subject matter expertise on day-to-day activities, and providing value added consulting resulting in high levels of client satisfaction and plan retention. Essential Duties and Responsibilities: •Develop a thorough understanding of our business, products and services. •Consistently deliver a high level of proactive client service in a professional manner. •Develop effective working relationships with team and internal departments to deliver effective service for our clients. •Provide thorough, high quality research, problem solving and issue resolution. •Weigh client perspective and business needs when addressing issues and identifying potential solutions. •Successfully identify, record, monitor, and close items for assigned clients. •Ensure inquiries and issues are resolved and service levels are met. •Provide clients and advisors clear and concise communication regarding services, execution and resolution throughout the service cycle. •Help drive increases in client retention by reacting appropriately to client communications and activities. •Achieve individual and team goals for service levels, growth and retention for assigned book of business. •Prioritize activities and manage time to effectively and efficiently provide quality client service to our partners and clients. •Respond to inquiries on the status of plan activity (compliance testing, quarterly statements, RMDs, etc.). •Produce, analyze, and distribute reporting on a regular basis to achieve individual and team goals. •Support the sales team in their efforts to attain more business. Provide references as requested. •Perform other duties and participate in special projects as assigned. Minimum Requirements •Bachelor’s degree or equivalent work experience. •Demonstrated ability to perform in a fast paced service environment. •1-3 years direct client experience in financial services preferred. •Strong written and verbal communication skills. •The ability to communicate effectively (clear, concise and professionally) with all levels within the Ascensus organization and with our client base. •Proficiency in MS Office software applications, specifically Word and Excel. •Strong analytical and problem resolution skills. •Ability to work in a team environment to ensure common goal of providing exceptional client service. •Ability to adapt to changing environment and shifting priorities as relates to business needs of organization and the client. •Ability to work well under pressure with multiple priorities and deadlines. •Sound business judgment in determining what issues need to be elevated to appropriate level of authority. •Ability to work overtime to meet the needs of the business unit. Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate from @ascensus.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. Ascensus helps millions of people save for a better future. What makes any career at Ascensus so rewarding? Collaborative, idea-sharing environment Professional Development with in-house training and tuition reimbursement Generous reward programs Paid time off Medical, dental & vision benefits Health Savings Account with employer contribution up to $1,100 401(k) & 529 college savings match programs Volunteer and charitable-giving programs Business casual dress

The Sr Billing Specialist is responsible for the timely and accurate monthly invoicing of all plans and processing of termination plans. This includes performing audits, reconciling fees, handling special invoice requests, and addressing billing inquiries. | Candidates should have a Bachelor's degree in accounting or finance and 3-5 years of relevant experience. Strong organizational, communication, and problem-solving skills are essential, along with a basic understanding of auditing concepts. | This position is primarily responsible for the timely and accurate monthly invoicing of all plans and the processing of termination plans. Essential Duties and Responsibilities: • Perform monthly audits of all asset and non-asset-based invoices for accuracy and completeness. • Reconcile fees for asset and non-asset-based plans to those fees listed in the service agreements. • Prepare fee processing requests based on service and compensation agreement terms. • Handle special invoice and manual invoice requests. • Prepare and review partner level invoice (s), if applicable. • Review service agreements for final invoicing of recordkeeping, miscellaneous and termination fees. • Process internal conversions. • Prepare monthly wire and quarterly plan receivable reconciliations, if applicable. • Reconcile final payments prior to plan liquidations. • Request termination refunds. • Address & resolve internal and external (i.e. Alliance Partner) billing and Finance inquiries, including invoice and report requests. • Assist with updating address/phone changes, update billing systems as needed. • Create and maintain documents/procedures as needed to meet Sarbanes - Oxley requirements. • Perform other duties and special projects as assigned by management. • 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. Minimum Requirements: · Bachelor's degree in accounting/finance or equivalent combination of training and experience preferred. · 3-5 years' experience with PC’s and MS Office software applications · Experience with AS400 and Oracle is preferred but not required · Detail oriented with strong organizational and time management skills. · Strong written and verbal communication skills · Strong interpersonal skills with internal and external clients · Ability to handle multiple priorities and meet deadlines · Ability to work independently as well as with a team in a fast-paced environment. · Basic understanding of auditing concepts, account reconciliation skills and math skills. · Proven problem-solving skills, along with an ability to quickly comprehend and analyze data. We are proud to be an EEO/AA employer M/F/D/V. We maintain a drug-free workplace and perform pre-employment substance abuse testing. Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate from @ascensus.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. Ascensus helps millions of people save for a better future. What makes any career at Ascensus so rewarding? Collaborative, idea-sharing environment Professional Development with in-house training and tuition reimbursement Generous reward programs Paid time off Medical, dental & vision benefits Health Savings Account with employer contribution up to $1,100 401(k) & 529 college savings match programs Volunteer and charitable-giving programs Business casual dress

Provide exceptional client service by handling inbound calls, resolving inquiries, and maintaining accurate records. | Minimum 2 years of call center or customer service experience with strong communication and problem-solving skills. | Job Title: Call Center Representative Company Overview: Ascensus is the largest independent retirement and Government Savings services provider in the United States, dedicated to helping millions of Americans secure their financial futures. With a strong commitment to client service and innovation, Ascensus fosters a supportive and dynamic work environment where employees can thrive and grow. Role Overview: As a Call Center Representative at Ascensus, you will be the frontline ambassador for our clients, providing exceptional service and support. Your role is essential in ensuring client satisfaction by addressing inquiries, resolving issues, and guiding clients through their retirement and savings options. What You'll Do: - You will handle inbound client calls with professionalism and empathy, ensuring a positive experience. - You will provide accurate information about retirement and government savings products. - You will resolve client concerns efficiently, escalating complex issues when necessary. - You will document client interactions thoroughly and maintain accurate records. - You will collaborate with team members and other departments to enhance service delivery. - You will stay informed about product updates and industry regulations to provide current information. - You will contribute to continuous improvement initiatives by sharing client feedback. What You Bring: - You bring at least 2 years of experience in a call center or customer service role. - You have excellent communication skills, both verbal and written. - You possess strong problem-solving abilities and attention to detail. - You are comfortable using CRM software and other call center technologies. - You demonstrate patience, empathy, and a client-focused mindset. Bonus Points If You Have: - Experience in the financial services or retirement savings industry. - Knowledge of government savings programs and regulations. - Bilingual abilities, especially in Spanish. - Previous experience working in a high-volume call center environment. What We Offer: - We offer competitive salary and comprehensive benefits including health, dental, and vision insurance. - We offer opportunities for professional development and career advancement. - We offer a supportive and inclusive workplace culture. - We offer flexible scheduling options to support work-life balance. - We offer employee wellness programs and resources. Ready to Apply? To join our team at Ascensus as a Call Center Representative, please submit your resume and cover letter through our careers page or email us directly at careers@ascensus.com. We look forward to hearing from you!

Provide exceptional client service by handling inbound calls, resolving issues, and maintaining accurate records. | Minimum 2 years of call center or customer service experience, strong communication skills, problem-solving abilities, and familiarity with CRM software. | Job Title: Call Center Representative Company Overview: Ascensus is the largest independent retirement and Government Savings services provider in the United States, dedicated to helping millions of Americans secure their financial futures. With a strong commitment to client service and innovation, Ascensus fosters a supportive and dynamic work environment where employees can thrive and grow. Role Overview: As a Call Center Representative at Ascensus, you will be the frontline ambassador for our clients, providing exceptional service and support. Your role is crucial in ensuring client satisfaction by addressing inquiries, resolving issues, and guiding clients through their retirement and savings options with professionalism and care. What You'll Do: - You will handle inbound client calls with professionalism and empathy, ensuring a positive client experience. - You will provide accurate information about retirement and government savings products and services. - You will resolve client issues efficiently, escalating complex cases when necessary. - You will document client interactions thoroughly and maintain accurate records. - You will collaborate with team members and other departments to enhance service delivery. - You will stay informed about product updates and industry regulations to provide current information. - You will contribute to continuous improvement initiatives by sharing client feedback and suggestions. What You Bring: - You bring at least 2 years of experience in a call center or customer service role. - You have excellent verbal and written communication skills. - You possess strong problem-solving abilities and attention to detail. - You are comfortable using CRM software and other call center technologies. - You demonstrate a client-focused attitude and the ability to handle challenging situations calmly. Bonus Points If You Have: - Experience in the financial services or retirement savings industry. - Knowledge of government savings programs and regulations. - Bilingual abilities, especially in Spanish. - Previous experience working in a high-volume call center environment. What We Offer: - We offer competitive salary and comprehensive benefits including health, dental, and vision insurance. - We offer opportunities for professional development and career advancement. - We offer a supportive and inclusive workplace culture. - We offer flexible scheduling options to support work-life balance. - We offer employee wellness programs and resources. Ready to Apply? Please submit your resume and a cover letter detailing your relevant experience and why you are passionate about client service at Ascensus. We look forward to hearing from you!

Provide expert assistance and resolve complex inquiries related to Traditional, Roth, SEP, and SIMPLE IRAs while ensuring exceptional customer service. | Minimum 3 years of customer service experience in financial services with advanced IRA knowledge and strong communication skills. | Job Title: IRA Customer Service Specialist II Company Overview: Ascensus is a leading provider of retirement and college savings solutions dedicated to helping individuals and families achieve their financial goals. With a strong commitment to innovation and customer satisfaction, Ascensus offers a supportive and dynamic work environment where employees can grow and make a meaningful impact. Role Overview: As an IRA Customer Service Specialist II, you will play a critical role in delivering exceptional service to our clients by providing expert guidance on Traditional, Roth, SEP, and SIMPLE IRAs. Your advanced knowledge and customer-focused approach will ensure that client interactions exceed expectations and contribute to their financial well-being. What You'll Do: - You will provide expert assistance and resolve complex inquiries related to Traditional, Roth, SEP, and SIMPLE IRAs. - You will manage customer interactions across multiple channels, ensuring timely and accurate responses. - You will educate clients on IRA products, features, and regulatory requirements. - You will collaborate with internal teams to resolve issues and improve service delivery. - You will maintain detailed and accurate records of customer interactions and transactions. - You will stay current with industry regulations and company policies to ensure compliance. - You will identify opportunities to enhance the customer experience and contribute to process improvements. What You Bring: - Minimum of 3 years of experience in customer service within the financial services or retirement industry. - Advanced knowledge of Traditional, Roth, SEP, and SIMPLE IRA products and regulations. - Strong communication and interpersonal skills with the ability to handle complex customer situations. - Proficiency with CRM systems and Microsoft Office Suite. - Ability to work independently and as part of a team in a fast-paced environment. Bonus Points If You Have: - Experience with IRA account administration or processing. - Familiarity with financial compliance and regulatory standards. - Certification in retirement planning or related fields. - Bilingual skills or additional language proficiency. What We Offer: - We offer competitive salary and comprehensive benefits including health, dental, and vision insurance. - We offer opportunities for professional development and career advancement. - We offer a supportive and inclusive workplace culture. - We offer flexible work arrangements to support work-life balance. - We offer employee wellness programs and retirement savings plans. Ready to Apply? To join our team as an IRA Customer Service Specialist II, please submit your resume and cover letter through our careers page at www.ascensus.com/careers. We look forward to hearing from you!