Ascensus

AmericanTCS, recently integrated as part of Ascensus, has forged a lasting legacy for more than 50 years, embodying strength and resilience while championing change and innovation across the retirement industry. We provide a diverse range of tailored retirement plan solutions that symbolize resilience, versatility and strength. Job Summary FiduciaryxChange, by AmericanTCS, provides complete Fiduciary governance to inspire participants to save for a dignified retirement. Defining a retirement plan standard of excellence. This role is part of our committee who meets weekly to discuss various clients who have engaged FiduciaryxChange to serve as the Named Plan Administrator and Named Fiduciary. The goal and objective of the committee is to oversee the operation of each plan to make sure, on an ongoing basis, the plan is operating according to the plan document, Internal Revenue Code, and ERISA. This position is the primary point of contact for plan sponsors, advisors, and other service providers in coordinating the completion of the responsibilities FxC has been engaged to fulfill. Location: Remote Essential Functions of the Job Responsibilities • Responds to plan sponsor and participant questions • Assists in servicing accounts and overseeing participant requests • Assist in monitoring support and team emails • Prepare, maintain, and submit recordkeeper access forms for assigned plans • Payroll uploads for Assigned Plans • Monthly Monitoring for Assigned Plans • Force out monitoring and processing and confirmation • Annual Validation Forms • YE Compliance Testing Review and any necessary correction confirmations • Provides information for annual 5500 audit • Signs 5500 and assists with SPY RFS to sponsors • Prepares Annual Plan Assessments • Prepares year end oversight documents • Completes 404(a)(5) and 408(b)(2) assessments • Provides information for annual 5500 audit • Plan Notice Management • Completes annual and interim notices and disclosures via Plan Notice-Assigned Plans Supervisory Responsibilities • There may be supervisory responsibilities in the future. Skills/Abilities • Number of years Fiduciary Administration experience • Preferred certification(s) QKA, CPFA, CkP, AIF • Strong interpersonal skills. • Excellent oral and written communication skills. • Ability to organize, prioritize, and manage multiple tasks within established timeframe. • Excellent analytical and critical thinking skills. • Exceptional skills in Microsoft Office Suite, Excel, preferred. Being familiar with Microsoft Word and Adobe Acrobat a plus. Qualifications • Minimum 4 year Bachelors Degree from an accredited university • Minimum 2 years of qualified plan experience Physical Requirements • Sitting: Frequent • Standing, Bending, Twisting: Occasional • Computer Use: Constant • Lifting up to 20 pounds: Occasional • Lifting more than 20 pounds: Occasional Disclaimer The above describes the general nature and level of work assigned and is not an exhaustive list. More detailed listing of duties inherent in this position may be outlined in supplemental documents (e.g. responsibilities and objectives, or procedures). This document is subject to change at the discretion of EdgeCo Holdings. Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.

AmericanTCS, recently integrated as part of Ascensus, has forged a lasting legacy for more than 50 years, embodying strength and resilience while championing change and innovation across the retirement industry. We provide a diverse range of tailored retirement plan solutions that symbolize resilience, versatility and strength. Job Summary FiduciaryxChange, by AmericanTCS, provides complete Fiduciary governance to inspire participants to save for a dignified retirement. Defining a retirement plan standard of excellence. This role is part of our committee who meets weekly to discuss various clients who have engaged FiduciaryxChange to serve as the Named Plan Administrator and Named Fiduciary. The goal and objective of the committee is to oversee the operation of each plan to make sure, on an ongoing basis, the plan is operating according to the plan document, Internal Revenue Code, and ERISA. This position is the primary point of contact for plan sponsors, advisors, and other service providers in coordinating the completion of the responsibilities FxC has been engaged to fulfill. Location: Remote Essential Functions of the Job Responsibilities • Responds to plan sponsor and participant questions • Assists in servicing accounts and overseeing participant requests • Assist in monitoring support and team emails • Prepare, maintain, and submit recordkeeper access forms for assigned plans • Payroll uploads for Assigned Plans • Monthly Monitoring for Assigned Plans • Force out monitoring and processing and confirmation • Annual Validation Forms • YE Compliance Testing Review and any necessary correction confirmations • Provides information for annual 5500 audit • Signs 5500 and assists with SPY RFS to sponsors • Prepares Annual Plan Assessments • Prepares year end oversight documents • Completes 404(a)(5) and 408(b)(2) assessments • Provides information for annual 5500 audit • Plan Notice Management • Completes annual and interim notices and disclosures via Plan Notice-Assigned Plans Supervisory Responsibilities • There may be supervisory responsibilities in the future. Skills/Abilities • Number of years Fiduciary Administration experience • Preferred certification(s) QKA, CPFA, CkP, AIF • Strong interpersonal skills. • Excellent oral and written communication skills. • Ability to organize, prioritize, and manage multiple tasks within established timeframe. • Excellent analytical and critical thinking skills. • Exceptional skills in Microsoft Office Suite, Excel, preferred. Being familiar with Microsoft Word and Adobe Acrobat a plus. Qualifications • Minimum 4 year Bachelors Degree from an accredited university • Minimum 2 years of qualified plan experience Physical Requirements • Sitting: Frequent • Standing, Bending, Twisting: Occasional • Computer Use: Constant • Lifting up to 20 pounds: Occasional • Lifting more than 20 pounds: Occasional Disclaimer The above describes the general nature and level of work assigned and is not an exhaustive list. More detailed listing of duties inherent in this position may be outlined in supplemental documents (e.g. responsibilities and objectives, or procedures). This document is subject to change at the discretion of EdgeCo Holdings. Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.

AmericanTCS, recently integrated as part of Ascensus, has forged a lasting legacy for more than 50 years, embodying strength and resilience while championing change and innovation across the retirement industry. We provide a diverse range of tailored retirement plan solutions that symbolize resilience, versatility and strength. Job Summary FiduciaryxChange, by AmericanTCS, provides complete Fiduciary governance to inspire participants to save for a dignified retirement. Defining a retirement plan standard of excellence. This role is part of our committee who meets weekly to discuss various clients who have engaged FiduciaryxChange to serve as the Named Plan Administrator and Named Fiduciary. The goal and objective of the committee is to oversee the operation of each plan to make sure, on an ongoing basis, the plan is operating according to the plan document, Internal Revenue Code, and ERISA. This position is the primary point of contact for plan sponsors, advisors, and other service providers in coordinating the completion of the responsibilities FxC has been engaged to fulfill. Location: Remote Essential Functions of the Job Responsibilities • Responds to plan sponsor and participant questions • Assists in servicing accounts and overseeing participant requests • Assist in monitoring support and team emails • Prepare, maintain, and submit recordkeeper access forms for assigned plans • Payroll uploads for Assigned Plans • Monthly Monitoring for Assigned Plans • Force out monitoring and processing and confirmation • Annual Validation Forms • YE Compliance Testing Review and any necessary correction confirmations • Provides information for annual 5500 audit • Signs 5500 and assists with SPY RFS to sponsors • Prepares Annual Plan Assessments • Prepares year end oversight documents • Completes 404(a)(5) and 408(b)(2) assessments • Provides information for annual 5500 audit • Plan Notice Management • Completes annual and interim notices and disclosures via Plan Notice-Assigned Plans Supervisory Responsibilities • There may be supervisory responsibilities in the future. Skills/Abilities • Number of years Fiduciary Administration experience • Preferred certification(s) QKA, CPFA, CkP, AIF • Strong interpersonal skills. • Excellent oral and written communication skills. • Ability to organize, prioritize, and manage multiple tasks within established timeframe. • Excellent analytical and critical thinking skills. • Exceptional skills in Microsoft Office Suite, Excel, preferred. Being familiar with Microsoft Word and Adobe Acrobat a plus. Qualifications • Minimum 4 year Bachelors Degree from an accredited university • Minimum 2 years of qualified plan experience Physical Requirements • Sitting: Frequent • Standing, Bending, Twisting: Occasional • Computer Use: Constant • Lifting up to 20 pounds: Occasional • Lifting more than 20 pounds: Occasional Disclaimer The above describes the general nature and level of work assigned and is not an exhaustive list. More detailed listing of duties inherent in this position may be outlined in supplemental documents (e.g. responsibilities and objectives, or procedures). This document is subject to change at the discretion of EdgeCo Holdings. Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.

AmericanTCS, recently integrated as part of Ascensus, has forged a lasting legacy for more than 50 years, embodying strength and resilience while championing change and innovation across the retirement industry. We provide a diverse range of tailored retirement plan solutions that symbolize resilience, versatility and strength. Job Summary FiduciaryxChange, by AmericanTCS, provides complete Fiduciary governance to inspire participants to save for a dignified retirement. Defining a retirement plan standard of excellence. This role is part of our committee who meets weekly to discuss various clients who have engaged FiduciaryxChange to serve as the Named Plan Administrator and Named Fiduciary. The goal and objective of the committee is to oversee the operation of each plan to make sure, on an ongoing basis, the plan is operating according to the plan document, Internal Revenue Code, and ERISA. This position is the primary point of contact for plan sponsors, advisors, and other service providers in coordinating the completion of the responsibilities FxC has been engaged to fulfill. Location: Remote Essential Functions of the Job Responsibilities • Responds to plan sponsor and participant questions • Assists in servicing accounts and overseeing participant requests • Assist in monitoring support and team emails • Prepare, maintain, and submit recordkeeper access forms for assigned plans • Payroll uploads for Assigned Plans • Monthly Monitoring for Assigned Plans • Force out monitoring and processing and confirmation • Annual Validation Forms • YE Compliance Testing Review and any necessary correction confirmations • Provides information for annual 5500 audit • Signs 5500 and assists with SPY RFS to sponsors • Prepares Annual Plan Assessments • Prepares year end oversight documents • Completes 404(a)(5) and 408(b)(2) assessments • Provides information for annual 5500 audit • Plan Notice Management • Completes annual and interim notices and disclosures via Plan Notice-Assigned Plans Supervisory Responsibilities • There may be supervisory responsibilities in the future. Skills/Abilities • Number of years Fiduciary Administration experience • Preferred certification(s) QKA, CPFA, CkP, AIF • Strong interpersonal skills. • Excellent oral and written communication skills. • Ability to organize, prioritize, and manage multiple tasks within established timeframe. • Excellent analytical and critical thinking skills. • Exceptional skills in Microsoft Office Suite, Excel, preferred. Being familiar with Microsoft Word and Adobe Acrobat a plus. Qualifications • Minimum 4 year Bachelors Degree from an accredited university • Minimum 2 years of qualified plan experience Physical Requirements • Sitting: Frequent • Standing, Bending, Twisting: Occasional • Computer Use: Constant • Lifting up to 20 pounds: Occasional • Lifting more than 20 pounds: Occasional Disclaimer The above describes the general nature and level of work assigned and is not an exhaustive list. More detailed listing of duties inherent in this position may be outlined in supplemental documents (e.g. responsibilities and objectives, or procedures). This document is subject to change at the discretion of EdgeCo Holdings. Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.

AmericanTCS, recently integrated as part of Ascensus, has forged a lasting legacy for more than 50 years, embodying strength and resilience while championing change and innovation across the retirement industry. We provide a diverse range of tailored retirement plan solutions that symbolize resilience, versatility and strength. Job Summary FiduciaryxChange, by AmericanTCS, provides complete Fiduciary governance to inspire participants to save for a dignified retirement. Defining a retirement plan standard of excellence. This role is part of our committee who meets weekly to discuss various clients who have engaged FiduciaryxChange to serve as the Named Plan Administrator and Named Fiduciary. The goal and objective of the committee is to oversee the operation of each plan to make sure, on an ongoing basis, the plan is operating according to the plan document, Internal Revenue Code, and ERISA. This position is the primary point of contact for plan sponsors, advisors, and other service providers in coordinating the completion of the responsibilities FxC has been engaged to fulfill. Location: Remote Essential Functions of the Job Responsibilities • Responds to plan sponsor and participant questions • Assists in servicing accounts and overseeing participant requests • Assist in monitoring support and team emails • Prepare, maintain, and submit recordkeeper access forms for assigned plans • Payroll uploads for Assigned Plans • Monthly Monitoring for Assigned Plans • Force out monitoring and processing and confirmation • Annual Validation Forms • YE Compliance Testing Review and any necessary correction confirmations • Provides information for annual 5500 audit • Signs 5500 and assists with SPY RFS to sponsors • Prepares Annual Plan Assessments • Prepares year end oversight documents • Completes 404(a)(5) and 408(b)(2) assessments • Provides information for annual 5500 audit • Plan Notice Management • Completes annual and interim notices and disclosures via Plan Notice-Assigned Plans Supervisory Responsibilities • There may be supervisory responsibilities in the future. Skills/Abilities • Number of years Fiduciary Administration experience • Preferred certification(s) QKA, CPFA, CkP, AIF • Strong interpersonal skills. • Excellent oral and written communication skills. • Ability to organize, prioritize, and manage multiple tasks within established timeframe. • Excellent analytical and critical thinking skills. • Exceptional skills in Microsoft Office Suite, Excel, preferred. Being familiar with Microsoft Word and Adobe Acrobat a plus. Qualifications • Minimum 4 year Bachelors Degree from an accredited university • Minimum 2 years of qualified plan experience Physical Requirements • Sitting: Frequent • Standing, Bending, Twisting: Occasional • Computer Use: Constant • Lifting up to 20 pounds: Occasional • Lifting more than 20 pounds: Occasional Disclaimer The above describes the general nature and level of work assigned and is not an exhaustive list. More detailed listing of duties inherent in this position may be outlined in supplemental documents (e.g. responsibilities and objectives, or procedures). This document is subject to change at the discretion of EdgeCo Holdings. Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.

Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow. Video Interviewing: As part of our hiring efforts, we're using a video screening process. To learn more and to help prepare for this, click here: Retirement Service Consultant Hiring Position Purpose: This position is responsible for providing client service to our partners, intermediaries and plan sponsors. The Client Services Consultant will demonstrate their thorough knowledge of retirement plans and Ascensus products and services by providing solutions to complex plan issues and delivering consultative service to help clients manage their retirement plans. The Client Services Consultant works with the Relationship Manager to deliver client satisfaction by providing retirement plan and operational expertise, proactively identifying, owning and resolving client issues and engaging clients with value added consulting. This position is also serving as a technical resource to the Ascensus organization and providing coaching and mentoring to other associates to ensure client expectations are met and/or exceeded. Essential Duties and Responsibilities: • Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients. The I-Client philosophy and the Core Values of People Matter, Quality First and Integrity Always should be visible in your actions on a day to day basis showing your support of our organizational culture. Consistently provide a high level of consultative client service while communicating and coordinating with clients and partners to address issues, provide necessary research and deliver creative solutions to your clients. Demonstrate a detailed knowledge of retirement plans and the Ascensus business. Coach and mentor others in all aspects of retirement plan and client relations factoring in the needs of the client and Ascensus to arrive at appropriate solutions. Successfully monitor and follow-up on assigned items; includes determining required action for resolution of client issues, documenting and implementing solutions as appropriate. Provide clients and advisors clear and concise communication regarding services, execution and resolution throughout the service cycle. Establish and maintain strong working relationships with dedicated clients and financial professionals and provide updates on product and plan initiatives. Participates in the management of vendor relationships on behalf of clients and partner. Deliver client retention by anticipating client's needs, recommending changes or actions, in conjunction with the Relationship manager. Achieve individual and team goals for service levels, growth and retention for assigned book of business. Identify and document systematically "opportunity plans" working with Relationship Manager on a strategy to mitigate risk. Executing strategic plan to ensure retention and satisfaction of client and financial professional's book of business. Achieve service level goals, retention and organic growth goals established for each financial partner by assessing opportunities in assigned book of business. Responsible for proactive communication with the client and partners regarding all components of service delivery. Solicit and share feedback with appropriate internal resources. Manage day to day schedule for self and team according to client needs and needs of the business. Apply industry knowledge to all facets of retirement operations and service. Ensure that our commitments to our clients are met by proactively reviewing the status of assigned plans' periodic activity (compliance testing, 5500, quarterly statements, RMDs, etc.). Assess client objectives, needs and behaviors to suggest plan, product or functionality changes to improve results for our clients. Educate client regarding plan features, product capabilities or Ascensus functionality and process. Develop ideas for improvement and provide feedback/solutions to plan sponsor and financial professional to minimize risk and improve process. Support peers and Manager(s) by handling escalated items/calls from clients. Responsible for oversight and resolution of the escalated item. Coach and mentor team members and provide feedback to the team manager for performance improvement purposes. Develop and maintain strong internal relationships across departments and locations. Act in the role as the subject matter expert on specific topics as needed. Responsible for developing materials, training and assisting others across departments in these areas. Perform other duties and participate in or lead special projects as assigned. Minimum Requirements: Bachelor's degree or equivalent work experience. Minimum of 1-3 years direct client experience required, Retirement Services industry experience preferred. Certification or working towards certification (ASPPA, CEBS, etc.) in industry-related studies program preferred. Excellent written and verbal communication skills. The ability to communicate effectively (clear, concise and professionally) with all levels within the Ascensus organization, as well as with our client base. Excellent presentation skills, business etiquette, client service skills and time management. Demonstrated professionalism in all aspects of the role. Experience with financial services systems (i.e. recordkeeping, trust, trading); and experience with plan recordkeeping and trust reconciliation. Proficiency in Microsoft Office software applications, specifically Word and Excel required, Access and PowerPoint preferred. Excellent analytical and problem resolution skills. Comprehensive knowledge of retirement plans, ERISA, DOL and IRS regulations, and plan documents (individually designed and prototype). Ability to work in a team environment to ensure common goal of providing exceptional client service. Act as a change agent to initiate and respond to change productively. Ability to work well under pressure with multiple priorities and deadlines in a demanding environment. Ability to make sound business judgments concerning issues which, if mishandled, have the potential to create substantial financial and client relations liabilities for the company. Ability to work extended hours to meet business needs as required. Quality focus with attention to detail. Ability to lead a team and/or project successfully. Ability to travel as needed. Strong project management skills. Handle other essential tasks as assigned. Qualified candidates must complete a video interview assessment after applying as the next step, to be completed within 7 days of receiving the link. How to prepare: Set aside 30-45 minutes for the self-guided assessment that includes games and questions. Find a quiet place to record and be camera-ready. You'll need a smartphone, tablet, or desktop computer with your camera and microphone enabled. You'll answer questions to share your skills and experience, and bring your personality to the interview. This step accelerates the interview process, moving qualified candidates to hiring manager interview fast. The national average salary range for this role is $40K-60k 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 . Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.

AmericanTCS, recently integrated as part of Ascensus, has forged a lasting legacy for more than 50 years, embodying strength and resilience while championing change and innovation across the retirement industry. We provide a diverse range of tailored retirement plan solutions that symbolize resilience, versatility and strength. Job Summary FiduciaryxChange, by AmericanTCS, provides complete Fiduciary governance to inspire participants to save for a dignified retirement. Defining a retirement plan standard of excellence. This role is part of our committee who meets weekly to discuss various clients who have engaged FiduciaryxChange to serve as the Named Plan Administrator and Named Fiduciary. The goal and objective of the committee is to oversee the operation of each plan to make sure, on an ongoing basis, the plan is operating according to the plan document, Internal Revenue Code, and ERISA. This position is the primary point of contact for plan sponsors, advisors, and other service providers in coordinating the completion of the responsibilities FxC has been engaged to fulfill. Location: Remote Essential Functions of the Job Responsibilities • Responds to plan sponsor and participant questions • Assists in servicing accounts and overseeing participant requests • Assist in monitoring support and team emails • Prepare, maintain, and submit recordkeeper access forms for assigned plans • Payroll uploads for Assigned Plans • Monthly Monitoring for Assigned Plans • Force out monitoring and processing and confirmation • Annual Validation Forms • YE Compliance Testing Review and any necessary correction confirmations • Provides information for annual 5500 audit • Signs 5500 and assists with SPY RFS to sponsors • Prepares Annual Plan Assessments • Prepares year end oversight documents • Completes 404(a)(5) and 408(b)(2) assessments • Provides information for annual 5500 audit • Plan Notice Management • Completes annual and interim notices and disclosures via Plan Notice-Assigned Plans Supervisory Responsibilities • There may be supervisory responsibilities in the future. Skills/Abilities • Number of years Fiduciary Administration experience • Preferred certification(s) QKA, CPFA, CkP, AIF • Strong interpersonal skills. • Excellent oral and written communication skills. • Ability to organize, prioritize, and manage multiple tasks within established timeframe. • Excellent analytical and critical thinking skills. • Exceptional skills in Microsoft Office Suite, Excel, preferred. Being familiar with Microsoft Word and Adobe Acrobat a plus. Qualifications • Minimum 4 year Bachelors Degree from an accredited university • Minimum 2 years of qualified plan experience Physical Requirements • Sitting: Frequent • Standing, Bending, Twisting: Occasional • Computer Use: Constant • Lifting up to 20 pounds: Occasional • Lifting more than 20 pounds: Occasional Disclaimer The above describes the general nature and level of work assigned and is not an exhaustive list. More detailed listing of duties inherent in this position may be outlined in supplemental documents (e.g. responsibilities and objectives, or procedures). This document is subject to change at the discretion of EdgeCo Holdings. Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.

Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow. Position Purpose: This position is responsible for providing client service to our partners, intermediaries and plan sponsors. The Client Services Consultant will demonstrate their thorough knowledge of retirement plans and Ascensus products and services by providing solutions to complex plan issues and delivering consultative service to help clients manage their retirement plans. The Client Services Consultant works with the Relationship Manager to deliver client satisfaction by providing retirement plan and operational expertise, proactively identifying, owning and resolving client issues and engaging clients with value added consulting. This position is also serving as a technical resource to the Ascensus organization and providing coaching and mentoring to other associates to ensure client expectations are met and/or exceeded. Essential Duties and Responsibilities: Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients. The I-Client philosophy and the Core Values of People Matter, Quality First and Integrity Always should be visible in your actions on a day to day basis showing your support of our organizational culture. Consistently provide a high level of consultative client service while communicating and coordinating with clients and partners to address issues, provide necessary research and deliver creative solutions to your clients. Demonstrate a detailed knowledge of retirement plans and the Ascensus business. Coach and mentor others in all aspects of retirement plan and client relations factoring in the needs of the client and Ascensus to arrive at appropriate solutions. Successfully monitor and follow-up on assigned items; includes determining required action for resolution of client issues, documenting and implementing solutions as appropriate. Provide clients and advisors clear and concise communication regarding services, execution and resolution throughout the service cycle. Establish and maintain strong working relationships with dedicated clients and financial professionals and provide updates on product and plan initiatives. Participates in the management of vendor relationships on behalf of clients and partner. Deliver client retention by anticipating client's needs, recommending changes or actions, in conjunction with the Relationship manager. Achieve individual and team goals for service levels, growth and retention for assigned book of business. Identify and document systematically "opportunity plans" working with Relationship Manager on a strategy to mitigate risk. Executing strategic plan to ensure retention and satisfaction of client and financial professional's book of business. Achieve service level goals, retention and organic growth goals established for each financial partner by assessing opportunities in assigned book of business. Responsible for proactive communication with the client and partners regarding all components of service delivery. Solicit and share feedback with appropriate internal resources. Manage day to day schedule for self and team according to client needs and needs of the business. Apply industry knowledge to all facets of retirement operations and service. Ensure that our commitments to our clients are met by proactively reviewing the status of assigned plans' periodic activity (compliance testing, 5500, quarterly statements, RMDs, etc.). Assess client objectives, needs and behaviors to suggest plan, product or functionality changes to improve results for our clients. Educate client regarding plan features, product capabilities or Ascensus functionality and process. Develop ideas for improvement and provide feedback/solutions to plan sponsor and financial professional to minimize risk and improve process. Support peers and Manager(s) by handling escalated items/calls from clients. Responsible for oversight and resolution of the escalated item. Coach and mentor team members and provide feedback to the team manager for performance improvement purposes. Develop and maintain strong internal relationships across departments and locations. Act in the role as the subject matter expert on specific topics as needed. Responsible for developing materials, training and assisting others across departments in these areas. Perform other duties and participate in or lead special projects as assigned. Minimum Requirements: Bachelor's degree or equivalent work experience. Minimum of 3-5 years direct client experience required, Retirement Services industry experience preferred. Certification or working towards certification (ASPPA, CEBS, etc.) in industry-related studies program preferred. Excellent written and verbal communication skills. The ability to communicate effectively (clear, concise and professionally) with all levels within the Ascensus organization, as well as with our client base. Excellent presentation skills, business etiquette, client service skills and time management. Demonstrated professionalism in all aspects of the role. Experience with financial services systems (i.e. recordkeeping, trust, trading); and experience with plan recordkeeping and trust reconciliation. Proficiency in Microsoft Office software applications, specifically Word and Excel required, Access and PowerPoint preferred. Excellent analytical and problem resolution skills. Comprehensive knowledge of retirement plans, ERISA, DOL and IRS regulations, and plan documents (individually designed and prototype). Ability to work in a team environment to ensure common goal of providing exceptional client service. Act as a change agent to initiate and respond to change productively. Ability to work well under pressure with multiple priorities and deadlines in a demanding environment. Ability to make sound business judgments concerning issues which, if mishandled, have the potential to create substantial financial and client relations liabilities for the company. Ability to work extended hours to meet business needs as required. Quality focus with attention to detail. Ability to lead a team and/or project successfully. Ability to travel as needed. Strong project management skills. Handle other essential tasks as assigned. The national average salary range for this role is $60K-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 . Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.

Nyhart, now part of FuturePlan by Ascensus , is an award-winning consulting, actuarial, and administration services company. We're dedicated to maximizing the potential of our human resources and are committed to recruiting, developing, rewarding, and retaining a workforce that delivers quality customer service to over 2,000 clients in all 50 states. Nyhart, part of FuturePlan by Ascensus, is an award-winning firm that provides nationwide consulting, actuarial, and administrative services. We are seeking an ambitious and experienced credentialed actuary to assist in the growth and development of Nyhart's Actuarial Consulting business. This position serves a critical role at Nyhart, taking responsibility for the relationship and overall service we provide to clients. This is a remote position. Responsibilities Provide expertise and consulting with the design, management, administration, and communication of retirement plans for our client base of private, public, and church plans Oversee and review both recurring (such as funding valuations, government filings, benefit calculations, etc. ) and non-recurring (such as plan design, assumption studies, plan de-risking, plan termination, etc.) client projects Serve as primary contact and relationship manager to clients, responsible for the retention and growth of client relationships Help to identify and develop new business through excellent customer service, networking with other professionals, and being active in related organizations The Consultant will also be instrumental in the growth and development of Actuarial Analysts. Serve as technical expert and promote sound actuarial practices Provide direction and training, including assigning, directing, and evaluating work Encourage a collaborate team environment that values knowledge and idea sharing Skills & Qualifications Bachelor's degree in Math, Actuarial Science, Economics, or related field 10+ years pension-related consulting experience ASA/EA required, FSA preferred Proven client management sills Proficiency in Microsoft Excel Experience with ProVal preferred Superior analytical ability Strong presentation skills Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.

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 Senior Manager, Agentic AI Delivery will be a critical leader within Ascensus' Transformation team, accountable for end-to-end delivery of an enterprise portfolio of agentic AI initiatives from opportunity discovery and value case through design, build, launch, adoption, and measured outcomes. This role partners with executive business leaders, product and engineering teams, data/AI practitioners, and risk/compliance to design and deliver reliable, secure, and scalable AI agent solutions that materially improve customer experience, associate productivity, and operational performance. The Senior Manager establishes the delivery strategy, operating model (governance, ways of working, metrics), and ensures that AI agent deployments meet quality, accuracy, and timeliness to value while achieving committed business outcomes. Section 2: Job Functions, Essential Duties and Responsibilities Agentic AI Program Management and Delivery Portfolio ownership and roadmap: Own an enterprise portfolio of agentic AI use cases; shape multi-quarter roadmaps tied to business strategy, scalability and measurable outcomes; define success metrics (value, quality, portability) and manage trade-offs across initiatives. Opportunity discovery and solution framing: Define agentic framework to conduct end-to-end discovery (diagnostics, data/system constraints, user journeys) to identify high-value agentic opportunities; translate pain points into agentic AI solutions (tools/actions, guardrails, autonomous or human-in-the-loop) and delivery plans. Value case, funding, and benefits realization: Build and defend business cases (cost, revenue, CX improvement); secure executive alignment; establish benefits measurement (baseline, attribution, measurement) and manage realization through adoption and continuous improvement. Delivery leadership (Agile / hybrid): Coordinate with cross-functional squads (product, AI engineering, data science, architecture, operations) and external partners to deliver pilots and scaled deployments; manage scope, dependencies, risks, and delivery quality; run executive steering and agentic AI program governance. Risk, compliance, and responsible AI: Partner with Responsible AI leader to implement controls for data handling, model/vendor risk, explainability, and operational resilience; ensure appropriate guardrails (policy, content filtering, escalation paths) for production agent use. Go-live, adoption, and change leadership: Lead launch planning, training, communications, and hypercare; drive stakeholder readiness and measurable adoption; establish feedback loops and a backlog for post-launch enhancements across business units. Executive stakeholder management and cross-functional leadership Serve as a trusted advisor to executives and senior leaders, translating agentic AI capabilities into practical operating model changes, investment decisions, and delivery commitments. Lead executive steering committees and governance forums; produce concise materials for C-suite audiences. Proactively manage interlocks across IT, Operations, Service, Sales, and Produc Drive vendor and platform decisions (build/buy/partner), contract scope, and performance management to ensure delivery outcomes. 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. 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 Agentic AI Delivery Principal Section 3: Experience, Skills, Knowledge Requirements Bachelor's Degree required; MBA or equivalent advanced degree preferred. 8+ years in digital transformation, product/program management, or consulting; 4+ years delivering AI/ML and generative AI solutions in production; 1+ year delivery agentic AI solutions in production Experience leading multiple concurrent workstreams and managing complex stakeholder environments. Demonstrated experience delivering agentic AI solutions (LLM-powered copilots/agents) including use-case discovery, evaluation, deployment, and post-launch iteration; strong understanding of RAG, tool/function calling (MCP/API), autonomous AI, human-in-the-loop, and prompt/config management. Program leadership: proven ability to establish governance, operating cadence, executive communications, and delivery metrics; track value realization and drive decisions across risk, scope, timeline, and investment. Excellent verbal and written communication skills; ability to synthesize complex topics into clear executive-ready materials. Strong leadership presence with the ability to influence without authority, lead senior stakeholder forums, and mentor/coach cross-functional team members. Hands-on orientation: comfort working directly with product/engineering and data teams on backlog shaping, acceptance criteria, testing, and release readiness. Metrics-driven mindset with strong analytical skills, including benefits tracking, experimentation, and continuous improvement. Ability to operate in a fast-paced environment while managing multiple large-scale initiatives and senior stakeholders. For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual workspace and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 25 Mbps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Note: For call center roles specifically, it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in close proximity to the router. Please ensure that you are able to meet these expectations before applying. Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.

Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow. Job Description Section 1: Position Summary This position provides client service to our partners, intermediaries and plan sponsors. Serve as a resource to plan sponsors and financial advisors for matters related to plan level investment change requests; model additions, maintenance and self-direct brokerage setup. The Client Service Trade Associate works all internal Trade teams to deliver client satisfaction by providing retirement plan and operational expertise, proactively identifying, owning and resolving client issues and engaging clients with value added consulting. Section 2: Job Functions, 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. 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. 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 (plan level events, corporate actions, broker changes, etc.). Support the Trade Services teams in their efforts to provide quality results. Inquire with clients as requested. Perform other duties and participate in 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. At Ascensus we are guided by our Core Values of People Matter, Quality First and Integrity Always . They inspire us every day to prioritize an environment of respect for those we serve and one another and should be visible in your actions on a day-to-day. Supervision N/A Section 3: Experience, Skills, Knowledge Requirements Bachelor's degree or 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 Outlook, 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. For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual workspace and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 25 Mbps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Note: For call center roles specifically, it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in close proximity to the router. Please ensure that you are able to meet these expectations before applying. Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.

Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow. Section 1: Position Summary This position will be responsible for the preparation of financial analysis. The individual will prepare recurring monthly reporting and support various finance projects and analyses. The projects include, but are not limited to, compilation and reporting of the annual budget and profitability studies for various business segments. 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. Research and document expense variances for monthly reporting. Assist in calculations and expense review for the Annual Operating Budget. Assist in preparation of board package reports for the annual Operating Budget Assist with business profitability studies. Perform financial modeling and analysis as required. Prepare full year forecast of expense for various departments. Assist with other tasks and projects as assigned Supervision N/A Section 3: Experience, Skills, Knowledge Requirements Strong PC skills in Excel, Word, PowerPoint and Access. Cognos TM1 reporting experiences a plus. Meet deadlines as set by management. Able to successfully balance multiple projects concurrently Strong written and verbal communication skills. Ability to handle multiple priorities Ability to work independently as well as with a team in a fast-paced environment. Bachelor's degree in accounting/finance required, Masters and/or CPA preferred. 1+ years of accounting/finance work experience We are proud to be an Equal Opportunity Employer Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.

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 Summary As a Software Engineering Manager, Enterprise AI Platform, you will lead a team responsible for building, operating, and continuously improving production-grade AI-enabled software. This role manages a cross-functional engineering team that may include: Software Engineers SDETs DevOps Engineers Support Engineers This is a hands-on engineering leadership role for someone who has strong software engineering experience, cares deeply about people development, and can help teams deliver practical AI-powered solutions with speed, quality, and discipline. While this is a management role, the person in this position is expected to stay close to the codebase and technical workflow. When the situation calls for it, they may contribute directly to implementation, debugging, automation, technical spikes, or code reviews to help the team move faster, remove blockers, or solve critical problems. You will be responsible for: Growing and developing engineering talent Creating a high-performance team culture Supporting delivery of enterprise AI platform capabilities Improving engineering practices across software development, testing, DevOps, support, and operations Partnering with product, architecture, AI, business, and technology leaders Helping the team move quickly while maintaining quality, security, reliability, and maintainability Occasionally contributing hands-on to implementation, debugging, automation, technical spikes, or code reviews when the situation calls for it This role is ideal for an emerging engineering leader who has already demonstrated strong technical leadership and people leadership potential, and who is looking to continue growing and evolving their career. We are looking for someone who can lead through influence, coach engineers effectively, improve team execution, and help build the operating model for modern AI-enabled software delivery. What We're Looking For We are looking for a manager who can balance people leadership, technical judgment, and delivery execution. The ideal candidate is someone who: Has a strong software engineering background Understands how modern software teams build, test, deploy, and operate production systems Can coach software engineers, SDETs, DevOps engineers, and support engineers Stays technically engaged with the team's codebase, architecture, development workflow, and operational tooling Knows when to guide, when to delegate, and when to contribute hands-on to help the team move forward Knows how to create clarity in ambiguous environments Can translate business and platform goals into team execution Has strong instincts around quality, automation, observability, reliability, and supportability Is comfortable working in a fast-moving AI environment Can partner well with product owners, architects, data scientists, business stakeholders, and senior leaders Wants to grow into broader engineering leadership responsibility over time This is a software engineering management role focused on building and growing the team that delivers and operates the Enterprise AI Platform. Required Qualifications 5+ years of professional software engineering or related technical experience. 2+ years of technical leadership, team leadership, people leadership, or engineering management experience. Experience leading, coaching, or mentoring software engineers or related technical team members. Ability and willingness to stay technically engaged with the team's codebase, architecture, development workflow, and operational tooling, including occasional hands-on contribution when needed. Strong understanding of modern software engineering practices, including: Clean code Source control Unit testing CI/CD Design patterns Refactoring Maintainability Production support Experience working with software delivery teams that include roles such as: Software Engineers SDETs DevOps Engineers Support Engineers Quality Engineers Experience supporting production software systems, including troubleshooting, incident response, root-cause analysis, or operational improvement. Strong understanding of Agile delivery practices and modern engineering team workflows. Ability to develop associates through coaching, feedback, goal setting, performance conversations, and career development planning. Ability to create a high-performance team environment built on ownership, accountability, trust, and continuous improvement. Strong communication skills with technical and non-technical audiences. Strong problem-solving, prioritization, and decision-making skills. Ability to partner with product, architecture, operations, support, and business teams to drive successful outcomes. Experience participating in hiring, interviewing, candidate evaluation, or team growth activities. Bachelor's degree in Computer Science, Computer Information Systems, Business Information Systems, a related technical field, or equivalent practical experience. Preferred Qualifications Experience with one or more of the following is helpful, but not required: Managing or leading teams that build enterprise platforms, internal developer platforms, AI platforms, or shared services Experience with AI-enabled applications, LLM-powered systems, RAG, chatbots, agent workflows, or AI-assisted engineering practices Familiarity with Azure, Azure AI Foundry, Azure DevOps, or related Microsoft cloud and engineering tools Experience with engineering teams using AI-powered development tools such as Cursor, Claude Code, or similar platforms Experience leading teams that use automated testing, SDET practices, Playwright, Python-based test automation, or end-to-end testing Experience with DevOps practices, CI/CD pipelines, release automation, infrastructure automation, or cloud operations Experience with observability tools such as New Relic, Langfuse, OpenTelemetry, Azure Log Analytics, or similar platforms Experience managing geographically distributed teams Experience improving production support models, incident management, operational readiness, or service reliability Experience working with enterprise systems such as Salesforce, internal platforms, APIs, workflow systems, or service-oriented architectures Experience leading teams through ambiguity, rapid change, or emerging technology adoption Experience building succession plans, development plans, hiring strategies, or team capability roadmaps Interest in continuing to grow leadership responsibility What Success Looks Like You will be successful in this role if you: Build a team that delivers high-quality software consistently. Develop engineers, SDETs, DevOps engineers, and support engineers into stronger technical contributors. Create a culture of ownership, accountability, speed, and quality. Stay technically close enough to guide decisions, unblock the team, and occasionally contribute hands-on without becoming a bottleneck or displacing team ownership. Help the team use AI-assisted development tools without lowering engineering standards. Improve how the team builds, tests, deploys, monitors, and supports software. Partner effectively with product owners, architects, data scientists, business stakeholders, and senior leaders. Create clarity when priorities are ambiguous or changing. Raise the quality of engineering practices across the team. Identify performance gaps early and address them directly and constructively. Hire strong talent and help retain high-performing associates. Help the team connect day-to-day execution to broader Enterprise AI Platform goals. Grow your own leadership scope, judgment, and organizational influence over time. The national average salary range for this role is $170-220k 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 . Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.