Ascensus

Build and maintain client relationships, support day-to-day client issues, and collaborate with team members in a fast-paced environment. | At least 5 years of experience in retirement services or related field, strong MS Office skills, and the ability to manage client relationships and resolve issues. | Job Summary: Builds and maintains relationships as point of contact for assigned key relationships for qualified defined contribution retirement plans utilizing our Record-keeping platform; resolves team escalations, documents procedures and identifies areas for process improvement. Essential Functions Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions. Provides client support and customer service on day-to-day issues with clients by responding timely and effectively either orally or via written communication Acts in a pro-active manner with assigned clients and builds relationships to ensure retention Works with Plan Sponsors, Brokers, Registered Investment Advisors, Trust Companies and other Third-Party Vendors, including auditors to respond to requests for specialized reports, communicate fund actions, consults on client inquiries and researches/resolves issues May participate in final Sales presentations as well as prepare and facilitate client/advisor meetings when needed Performs under pressure with minimal direction Meets competing deadlines in a very fast paced, dynamic and demanding environment with a high degree of urgency and accuracy Focuses on learning in everyday activities and events Collaborates with and openly shares knowledge with colleagues Regular, reliable, and punctual attendance Management Responsibilities (None) Required Education, Experience and Certificates, Licenses, Registrations 5+ years of experience working in a related position in the retirement services sector Strong MS Office skills to include Excel Preferred (but not required) education or skills for this role are Bachelor’s degree in a business related field or industry experience DST experience Competencies Verbal and Written Communication Skills Independent Time Management Diplomatic Creative Problem Solver Integrity Analytical Thinker Resourceful Team Player Sound Judgment Results Driven Exhibits Personal Credibility Forward Thinking Planning and Organizing Project Management Travel: Up to 10% Other Duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice. Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate 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 client relationships, coordinate with internal teams, analyze data, and promote products and services within the retirement services sector. | Minimum 7 years in retirement services or related field, experience with client relationships in financial services, industry certifications preferred, strong communication and project management skills. | This position will work closely with all sales, service and operations partners to serve as the focal point for existing big and elite advisor plan clients and their financial advisors. Responsibilities include relationship management for these plan accounts and financial advisors ensuring a successful service experience, product enhancements and plan retention. Providing consultative advice and support as a dedicated contact to ensure execution of coordinated strategies to support the plan client and their financial professional. Promote plan retention via ownership, troubleshooting and problem resolution resulting in the prevention of escalated service issues associated with assigned accounts. Section 2: Job Functions, Essential Duties and Responsibilities Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients. The I-Client philosophy and the Core Values of People Matter, Quality First and Integrity Always® should be visible in your actions on a day to day basis showing your support of our organizational culture. Consistently demonstrate a superior level of proactive client focus and team work. Leverage industry knowledge to promote client satisfaction, leading to retention and organic growth. Develop strong working relationships with daily client contacts. Provide ownership for the resolution of issues escalated by clients and financial professionals. Act as an internal advocate for clients and financial professionals by coordinating with internal Ascensus departments. Review existing book of business to identify plan retention and create strategy for non-elite advisors. Develop relationships with C-level decision makers for assigned accounts to develop education and communication strategies. Cross-sell revenue opportunities, educate financial professionals/plan sponsors regarding, products, processes and services. Compile data, track communications, escalations and offer solutions to enhance the Ascensus experience by optimizing plan design and promoting product features and services. Lead and/or participate in projects that create additional value for existing relationships. Compile and analyze data associated with clients and financial professionals and conduct outreach activities including call campaigns to build/strengthen existing relationships and gain share of wallet. Maintain proficiency with multiple partner products and Ascensus’ proprietary products to effectively manage key relationships across these platforms. Maintain proficiency with regulatory, financial, accounting, service, operations and compliance aspects of the relationship management function Supervision N/A Section 3: Experience, Skills, Knowledge Requirements Bachelor’s degree in business or related fields, or equivalent work experience Minimum of 7 years’ experience in retirement services industry or related field is preferred Minimum of 5 years’ prior experience with direct client/client equivalent relationships within a financial services administrative environment Certification or working towards certification (ASPPA, CEBS, etc.) in industry-related studies program preferred Ability to work independently as required, but also work within and contribute to maintaining a highly-cohesive team environment Excellent analytical and problem solving skills Ability to work with a high level of independence Must be detail oriented and be able to produce high quality work within tight time constraints Ability to make sound business judgments while effectively balancing client needs and organizational considerations Excellent written and oral communication skills, including group presentation experience. Proficiency with Microsoft Office products including Excel, Word and PowerPoint Ability to coordinate and run meetings attended by senior-level personnel in both internal and external environments Demonstrated project management skills Ability to travel as required Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate 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

Assist clients with ERISA compliance, plan design, governmental reporting, and plan operation support, serving as a subject matter expert in retirement plans. | Requires 3-5+ years of ERISA experience in retirement industry, strong analytical skills, and familiarity with financial data analysis; experience with Relius software is desirable. | 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. Serve as a resource to plan sponsors and financial advisors for matters related to ERISA compliance, plan design and governmental reporting. This person is the single point of contact for employer, financial profession and plan sponsor for their accounts. A Retirement Plan Consultant is able to handle client meetings both in person and via phone. This position serves as the retirement Plan expert on testing, 5500, loans and distributions and understands plan design and can assist on plan operation and document updates. Job Functions, Essential Duties and Responsibilities Provide timely, superior customer service, including problem solving and issue resolution with minimal inconvenience to clients Provide effective verbal and written communications in a clear, concise and informative manner Act as a mentor to Retirement Plan Coordinators, collaborating to meet or exceed defined business objectives, firm goals and client obligations, as applicable Assist clients with all initial and ongoing plan design and document support, including understanding their responsibilities with IRS and Department of Labor regulations Assist clients in meeting all IRS and Department of Labor deadlines necessary for qualified retirement plan Assist clients with Service and IRS Plan terminations Maintain up-to date knowledge of present legislation and proposed legislative changes with regard to ERISA law through self-study and company-sponsored training sessions Complete/Assist with payroll processing as required by the products assigned Responsible for all aspects of valuation reports, participant statements and annual testing Review or perform, as needed, the annual testing for plans, including ADP/ACP, Top Heavy, 410(b), 415, 401(a)(4),deductibility, and 402(g) Work with assigned coordinator(s) to provide compliant and accurate valuation reports, participant statements, trust accounting, annual testing and reporting as applicable Review distribution paperwork and coordinate processing of distributions with asset holder Review loan paperwork and coordinate processing of loans with asset holder Review or prepares Form 5500 and coordinate with plan sponsor to help ensure timely filing Assist auditors if a plan is subject to an audit Assist IRS and DOL auditors, if the plan is subject to an IRS or DOL audit Coordinate with all applicable parties, both internal and external, to ensure accurate conversion process for new clients (including but not limited to actuaries, financial advisors, attorneys) As applicable, work with assistant to coordinate and oversee activities that will ensure timely and accurate completion of book of business 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. Assist with other tasks and projects as assigned Experience, Skills, Knowledge Requirements Bachelors degree preferred 3-5 or more years ERISA experience in the retirement industry Experience in analysis of financial data required Experience in Relius software desirable, but not required Strong Word, Excel, 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 Ability to effectively plan and assign work and supervise support staff 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

Assist clients with plan data, generate reports, and provide support through communication and documentation. | Bachelor's degree or equivalent experience, knowledge of information systems, strong communication, and attention to detail. | 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. Section 1: Position Summary The Retirement Support Specialist position is accountable for assisting the Client Services teams through timely communication and follow-up, proactive client outreach, and tracking, reporting and documentation of various functions within the department. 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. Assist clients with census updates to produce compliance tests and employer calculations Participate in proactive call and email campaigns to inform clients on various deliverables regarding their 401k plan Assist Client Services with the creation of necessary reporting for the FDI reports Apply a quality control/review process to all reports produced before they are delivered to the end user Reply to client requests for information via email, outbound call, or internal workflow Maintain detailed workflow documentation for all functions and tracking for all reports provided Provide timely, exceptional service, including problem solving and issue resolution with minimal inconvenience to clients Provide effective verbal and written communications in a clear, concise, and informative manner Make outbound calls to clients for various call campaigns and follow up on verification of client’s data Provide backup assistance for functions previously owned by Shared Services Maintain a professional and positive approach in all internal and external communications Supervision N/A Section 3: Experience, Skills, Knowledge Requirements Bachelor’s degree in business or related field, or equivalent work experience. Knowledge of information systems and technology; ability to create ad hoc reports. Microsoft Office knowledge required. Ability to evaluate data integrity. Strong written and verbal communication skills. Excellent evaluation and problem resolution skills. Detail oriented. Ability to work unsupervised as required, but also work within and contribute to maintaining a highly cohesive team environment For virtual remote positions, we require an uninterrupted workspace during business hours and an internet work speed of 25 MBps or better. If you are unsure of your internet speed before applying, please check with your service provider. 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 client relationships, resolve escalations, and promote retention and growth within retirement services. | Bachelor's degree, 5+ years in financial services or related field, experience with client relationships, proficiency in MS Office, and industry certifications preferred. | Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow. This position will work closely with all sales, service and operations partners to serve as the focal point for existing big and elite advisor plan clients and their financial advisors. Responsibilities include relationship management for these plan accounts and financial advisors ensuring a successful service experience, product enhancements and plan retention. Providing consultative advice and support as a dedicated contact to ensure execution of coordinated strategies to support the plan client and their financial professional. Promote plan retention via ownership, troubleshooting and problem resolution resulting in the prevention of escalated service issues associated with assigned accounts. Section 2: Job Functions, Essential Duties and Responsibilities Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients. The I-Client philosophy and the Core Values of People Matter, Quality First and Integrity Always® should be visible in your actions on a day to day basis showing your support of our organizational culture. Consistently demonstrate a superior level of proactive client focus and team work. Leverage industry knowledge to promote client satisfaction, leading to retention and organic growth. Develop strong working relationships with daily client contacts. Provide ownership for the resolution of issues escalated by clients and financial professionals. Act as an internal advocate for clients and financial professionals by coordinating with internal Ascensus departments. Review existing book of business to identify plan retention and create strategy for non-elite advisors. Develop relationships with C-level decision makers for assigned accounts to develop education and communication strategies. Cross-sell revenue opportunities, educate financial professionals/plan sponsors regarding, products, processes and services. Compile data, track communications, escalations and offer solutions to enhance the Ascensus experience by optimizing plan design and promoting product features and services. Lead and/or participate in projects that create additional value for existing relationships. Compile and analyze data associated with clients and financial professionals and conduct outreach activities including call campaigns to build/strengthen existing relationships and gain share of wallet. Maintain proficiency with multiple partner products and Ascensus’ proprietary products to effectively manage key relationships across these platforms. Maintain proficiency with regulatory, financial, accounting, service, operations and compliance aspects of the relationship management function Supervision N/A Section 3: Experience, Skills, Knowledge Requirements Bachelor’s degree in business or related fields, or equivalent work experience Minimum of 7 years’ experience in retirement services industry or related field is preferred Minimum of 5 years’ prior experience with direct client/client equivalent relationships within a financial services administrative environment Certification or working towards certification (ASPPA, CEBS, etc.) in industry-related studies program preferred Ability to work independently as required, but also work within and contribute to maintaining a highly-cohesive team environment Excellent analytical and problem solving skills Ability to work with a high level of independence Must be detail oriented and be able to produce high quality work within tight time constraints Ability to make sound business judgments while effectively balancing client needs and organizational considerations Excellent written and oral communication skills, including group presentation experience. Proficiency with Microsoft Office products including Excel, Word and PowerPoint Ability to coordinate and run meetings attended by senior-level personnel in both internal and external environments Demonstrated project management skills Ability to travel as required Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate 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

Providing client support, interpreting plan documents, assisting with plan modifications, and promoting client engagement. | Bachelor's degree, 3-5 years in retirement services, strong MS Office skills, and excellent communication. | Provides pro-active service and communications to retirement plan clients. This includes providing client support, documentation and record keeping, preparation of plan statements, communication of plan information to client, and assists with the modification and enhancement of plan administration processes, within the limits of established policy. ESSENTIAL FUNCTIONS Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions. • Provides support to clients through a number of channels including phone, letters and emails to quickly resolve the request • Acts in a pro-active manner with assigned clients and advisors to ensure retention as well as inspire client dedication and engagement to develop positive relationships • Responsible for interpreting plan documents for client plan administration. • Provides calculations and amounts to plan sponsors, communicates fund actions, consults with clients to answer inquiries, researches and resolves issues, provides legal updates, and responds to requests for specialized reports • Assists plan sponsor and intermediaries on the utilization of web-based applications and delivers web demonstrations for financial advisors and plan sponsors. • Works with clients to correct and fund payroll items and manages distribution requests. • Coordinates plan compliance testing with the compliance team. • Participates in sales finals presentations and promotes cross-sell opportunities as needed SUPERVISORY RESPONSIBILITIES (NONE) REQUIRED EDUCATION, EXPERIENCE AND CERTIFICATES, LICENSES, REGISTRATIONS • Bachelor’s degree in business related filed or combination of education and industry experience • 3-5 years of total experience in Retirement Services, with emphasis in the daily 401(k) environment, 403b or IRA areas • Strong MS Office Skills with an emphasis in Excel PREFERRED (BUT NOT REQUIRED) EDUCATION OR SKILLS FOR THIS ROLE ARE • Preferred ASPPA or CEBS COMPETENCIES • Thrives in a fast-paced environment • Embraces personal growth and wants to be challenged in deadline-driven and multi-component environment • Excellent communication skills both written and verbal • Builds collaborative relationships • Effective time management and organization skills • Demonstrates initiative • Forward thinking • Fosters teamwork • Results drive/oriented TRAVEL: 10%. OTHER DUTIES Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice. The national average salary range for this role $60-80k in base pay, exclusive of any bonuses and benefits. This base salary range represents the low and high end of the salary range for this position. Actual salary offered will vary and may be above or below the range based on various factors including but not limited to location, experience, performance, and internal pay alignment. We do not anticipate that candidates hired will begin at the top of the range however, from time to time, it may occur on a case-by-case basis. Other rewards and benefits may include: 401(k) match, Medical, Dental, Vision, Paid-Time-Off, etc. For more information, please visit careers.ascensus.com/#Benefits. Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate 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 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

Manage enterprise-wide initiatives, facilitate cross-functional teams, and ensure organizational readiness for projects. | Minimum 6 years of project management experience, preferably in financial services, with strong communication and organizational skills. | Section 1: Position Summary A Senior Project Manager is responsible for managing initiatives that increase in size and complexity, such as leading enterprise-wide initiatives, to accomplish organizational strategic priorities. Expectations of the role include facilitating cross-functional teams in the alignment and prioritization of project objectives that deliver value to Ascensus. The Senior Project Manager collaborates closely with business sponsors, product owners, other business and technology leaders, external parties, and teams of subject matter experts to ensure broad organizational readiness, effective risk management, and transparent and timely communications with stakeholders. The Senior also invests in others as a mentor and advocates for agile and lean project management to improve enterprise agility. Section 2: Job Functions, Essential Duties and Responsibilities Project Management • Facilitate working agreement and commitment to shared objectives with team of subject matter experts, ensuring clarity of roles and responsibilities. • Facilitate planning and coordination of broad organizational readiness such as launch, communication and training strategies, while ensuring alignment with technology team deliverables, in support of driving incremental value. • Apply established best-practices while working lean (eliminating waste), using strategies best-suited to the situational need, and being resilient and adaptable. • Facilitate and support cross-functional teams in aligning to deliver on desired outcomes. • Support or create ways of working that enable the most effective, efficient and expeditious execution and resulting impact. • Facilitate effective risk and issue management, to ensure challenges are anticipated and appropriate actions are taken. • Detect both obstacles and opportunities and respond to them as quickly as possible to produce desired outcomes. • Build and maintain communication channels and methods to provide updates on progress to both internal and external stakeholders timely and succinctly. • Leverage data and other assessment mechanisms to facilitate enterprise level transparency and insights that are delivered in a consumable and meaningful format. • Manage project performance using appropriate tools and techniques. • Develop subject-matter knowledge to the extent necessary to drive key project activities. Leadership • Continually improve workflow and maximize efficiency by eliminating impediments to organizational readiness. • Guide, navigate and support teams if initiatives are forced to adjust due to resource or priority changes. • Advocate for agile and lean project management as well as process improvement across the enterprise; actively engage to implement change well. • Actively engage in approaches to enabling enterprise capabilities to deliver value incrementally, optimize throughput, and improve time to market. • Use and continually develop servant leadership skills and emotional intelligence. • Provide mentoring and leadership to less experienced team members. • Proactively invest in the training and learning opportunities to advance project team effectiveness. 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. • Comply with company and unit policies and procedures and assists others in adhering. Responsible for protecting and securing all client data held by Ascensus to ensure against unauthorized access to and/or improper transmission of information that could result in harm to a client. Supervision • N/A Section 3: Experience, Skills, Knowledge Requirements • Bachelor’s Degree or equivalent work experience. • A minimum of 6 years of project management experience within the financial services, recordkeeping or similar field of work preferred. Knowledge and application of agile methodologies preferred. • Strong working knowledge of Microsoft Office tools. • Excellent verbal and written communication skills. • Excellent organizational skills including attention to detail and multitasking skills. • Strong interpersonal skills to lead complex initiatives through collaboration with internal & external clients and vendors. • Demonstrated critical thinking skills. • Demonstration of empathy, flexibility, curiosity, and willingness to learn. • Ability to work in a time sensitive environment while managing multiple, complex initiatives. 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.

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!

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!

Provide exceptional client service by handling inbound calls, resolving inquiries, and maintaining accurate records. | 1-2 years of call center or customer service experience, strong communication skills, problem-solving abilities, and proficiency 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 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 1-2 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 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 to support diverse client populations. - Proven track record of meeting or exceeding performance metrics. 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 promote work-life balance. - We offer employee wellness programs and recognition initiatives. Ready to Apply? Please submit your resume and a cover letter detailing your interest and qualifications for the Call Center Representative position at Ascensus through our careers page or via email at careers@ascensus.com.