Retirement Plan Design Specialist
SS&C Technologies Holdings, Braintree, MA, United States
Retirement Plan Design Specialist The Retirement Plan Design Team provides document and regulatory services for Retirement Solutions. The Retirement Plan Design Specialists focus on providing consultative services for qualified retirement plans, including but not limited to pre-sale support, post-sale support, document design, amendments, restatements, and regulatory changes. The Retirement Plan Design Specialists utilize their ERISA knowledge and experience to design plans and educate plan sponsors to help meet company's goals and objectives. The Retirement Plan Design Specialists work closely with associates in Account Management, Implementation, Conversions, and Reporting and Testing.
What You Will Get To Do:
Creates plan documents and conducts a complete, section-by-section review of prospective plan documents, including, but not limited to, adoption agreements and plan amendments to ensure compatibility with standard preapproved documents and client offerings
Identify potential operational, administrative, and systems issues, validate available capabilities, or identify areas where support may be restricted
Collaborates with plan sponsors and institutional clients to provide new or existing clients with interpretations of plan provisions
Ensures the accurate preparation and completion of plan documents as directed by plan sponsors
Offer pre-sale and post-sale support to sales representatives, internal business partners, and institutional clients
Assess the suitability of prospective plans and ensure they meet all ERISA qualification requirements
What You Will Bring:
5 years of retirement plan related work experience. Experience in plan design or plan administration preferred.
ASPPA (CPC, QPA, QKC, or QKA), CEBS, TGPC, or other professional designation preferred
Detailed plan design and documentation knowledge, including familiarity with preapproved plan documents
Familiarity with all retirement plan types, including profit sharing, 401(k) money purchase, 401(a) 403(B), 457(b) and 457(f)
Detailed knowledge of the retirement industry and product trends
Strong Communication Skills - Ability to communicate concisely and effectively, both verbally and in writing
Ideal candidate will have experience with FIS Relius, ASC DGEM, or FT Williams systems. Able to work in the local office 6 days per month.
What You Will Get To Do:
Creates plan documents and conducts a complete, section-by-section review of prospective plan documents, including, but not limited to, adoption agreements and plan amendments to ensure compatibility with standard preapproved documents and client offerings
Identify potential operational, administrative, and systems issues, validate available capabilities, or identify areas where support may be restricted
Collaborates with plan sponsors and institutional clients to provide new or existing clients with interpretations of plan provisions
Ensures the accurate preparation and completion of plan documents as directed by plan sponsors
Offer pre-sale and post-sale support to sales representatives, internal business partners, and institutional clients
Assess the suitability of prospective plans and ensure they meet all ERISA qualification requirements
What You Will Bring:
5 years of retirement plan related work experience. Experience in plan design or plan administration preferred.
ASPPA (CPC, QPA, QKC, or QKA), CEBS, TGPC, or other professional designation preferred
Detailed plan design and documentation knowledge, including familiarity with preapproved plan documents
Familiarity with all retirement plan types, including profit sharing, 401(k) money purchase, 401(a) 403(B), 457(b) and 457(f)
Detailed knowledge of the retirement industry and product trends
Strong Communication Skills - Ability to communicate concisely and effectively, both verbally and in writing
Ideal candidate will have experience with FIS Relius, ASC DGEM, or FT Williams systems. Able to work in the local office 6 days per month.