Indianapolis, Indiana

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

Summary / Objective

Responsible for overall strategy, results, actuarial consulting and coordination of the business development and relationship management activities associated with the Defined Benefit practice. 


  • Responsible for DB operations across all locations
  • Develop and oversee departmental strategies and growth objectives
  • Responsible for revenue management, budgeting, and overall team operations
  • Prepare and monitor annual budgets and client invoicing
  • Serve as actuarial resource / subject matter expert to internal and external clients
  • Set and maintain quality standards
  • Lead business development efforts, including RFP responses, conference attendance, develop and maintain a professional business network
  • Oversee human capital, which includes employee engagement, work delegation, professional development, succession planning, performance evaluations, and compensation planning
  • Communicate and guide department according to organization's vision and mission
  • Serve as Lead Consultant and Relationship Manager with clients regarding risk management of pension plans including budget planning, cost-reduction strategies, and plan design analysis
  • Review revenue, monitor expenses, and ensure the financial success of the practice
  • Review and determine growth opportunities and strategy
  • Represent the organization, liaison with external companies and other third parties on behalf of the company, participate in professional networking

Skills & Qualifications

  • Bachelor’s degree in math, actuarial science, or other related field
  • FSA strongly preferred, EA required
  • 15+ years of pension consulting, project management and staff management experience
  • Strong communication skills, including client consulting and presentations

At Ascensus, we aspire to make a difference for others. We are a technology-enabled services company that helps people save for retirement, education, and healthcare through our network of institutional, financial advisor, and state partners. Our culture is guided by sound principles, is committed to high standards, operates with transparency, and welcomes diversity—housed within our Core Values: People Matter. Quality First. Integrity Always.®

As a leading independent recordkeeping services partner, retirement plan third-party administrator, and government savings facilitator, we aim to hire associates who find pride in going to work every day knowing that they help more than 12 million people save for what matters.


Ascensus provides equal employment opportunities to all associates and applicants for employment without regard to ancestry, race, color, religion, sex, (including pregnancy, childbirth, breastfeeding and/or related medical conditions), gender, gender identity, gender expression, national origin, age, physical or mental disability, medical condition (including cancer and genetic characteristics), marital status, military or veteran status, genetic information, sexual orientation, criminal conviction record or any other protected category in accordance with applicable federal, state, or local laws (“Protected Status”). 
See Job Description

Indianapolis, Indiana

Ascensus helps millions of people save for what matters—retirement, education, and healthcare. We’re also one of the savings plan industry’s leading providers of outsourced services. Our technology, market insights, and business knowledge enhance the growth and success of our partners, their clients, and savers. Ascensus is the largest independent recordkeeping services provider, third-party administrator, and government savings facilitator in the United States. For more information, visit

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