Compliance Position FuturePlan is the nations 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
Essential Duties and Responsibilities: - Build and maintain knowledge base in SharePoint. - Build document management processes and procedures. - Assess knowledge base needs, inaccuracies, gaps; work quickly to resolve and make content current. - Work
Essential Duties and Responsibilities: - Responsible for producing accurate project financial reporting and submit on a monthly basis to Corporate Finance. - Track financial status by monitoring variances from forecasts. - Organize monthly Finance Calendar activities.
Essential Duties and Responsibilities: - Generate and implement efficient sourcing and category management strategies through the RFx process. - Develop and negotiate contracts with new suppliers and/or renegotiate existing contracts to accomplish the lowest total system