Client Retirement Plans Analyst – Specialist
FIS
full-time
Posted on:
Location Type: Office
Location: Jacksonville • Florida, Pennsylvania • 🇺🇸 United States
Visit company websiteJob Level
Mid-LevelSenior
About the role
- Creates and maintains employee benefits language databases for plans, e.g., 401(k), profit sharing, money purchase plans for clients, e.g., prototype plans, volume submitter plans, in compliance with current IRS plan requirements, reflecting current IRS as well as DOL required language
- Submits employee benefit plans to IRS on client’s behalf and ensures timely and accurately filing
- Ensures client’s elective provisions and options are accurately selected in system screen entry
- Ensures IRS submission package, summary plan descriptions, administrative forms, and plan administrator guides accurately reflect client’s plan
- Works with consultants, attorneys, technical writers, and clients to create and maintain employee benefits language databases
- Works with consultants and attorneys to define language and system functionality to meet client and product needs
- Analyzes and determines language changes. Verifies changes are documented in mark-ups
- Creates and modifies IRS employee benefit language development project timetables and schedules
- Maintains language manual, checklists, and compares files for each product
- Plans, schedules, and coordinates design and development of employee benefit plan language database systems
- Creates and maintains employee benefits language databases using Relius Documents Pro authoring tool
- Monitors development, testing and implementation of language releases
- Troubleshoots language database issues and escalates as appropriate for technical support
- Other related duties assigned as needed
Requirements
- Bachelor’s degree in business administration or equivalent combination of education and related experience
- Demonstrated understanding of U.S. retirement plans requirements
- Experienced reading and understanding legal documents relating to employee benefits plans
- Strong computer skills with working knowledge of Microsoft Office applications
- Working knowledge of language logic coding utilizing proprietary database development software (Relius Documents Pro) and implement and create language releases on database files
- Demonstrated proficiency with FIS and third-party applications, e.g., Relius Documents Author Pro software
- Language database development experience preferred
- Excellent service skills to build high levels of satisfaction for internal and external clients
- Effective analytical and problem-solving skills
- Advanced written and verbal communication skills
- Ability to maintain confidentiality
Benefits
- A multifaceted job with a high degree of responsibility and a broad spectrum of opportunities
- A modern, international work environment and a dedicated and motivated team
- A competitive salary and benefits
- A work environment built on collaboration, flexibility, and respect
- Varied and challenging work to help you grow your technical skillset
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
language logic codinglanguage database developmentIRS plan requirementsemployee benefits languagedocument analysisproject managementtroubleshootingdata entrycompliance documentation
Soft skills
analytical skillsproblem-solving skillscommunication skillsservice skillsorganizational skillsconfidentiality