SS&C Technologies

Retirement Plan Acct Administrator - PA2025PLANADMIN-R-005

SS&C Technologies

full-time

Posted on:

Origin:  • 🇺🇸 United States • Florida, Missouri, South Carolina

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Salary

💰 $80,000 - $90,000 per year

Job Level

JuniorMid-Level

About the role

  • The Retirement Solutions Group is looking for a dedicated and experienced Retirement Plan Account (Administrator) Manager to join our rapidly growing team.
  • The role is to manage and service retirement plan accounts, ensure client satisfaction, and comply with regulatory requirements.
  • Build strong rapport with plan sponsors and brokers with complex and sensitive plan issues.
  • Requires strong analytical skills, excellent communication abilities, and a deep understanding of retirement plan products and services.
  • Duties include responding to plan sponsors’ requests for information, determining feasibility, and submitting requests to individual specialists for action.
  • Interface with management and internal support groups to research issues and coordinate responses to plan sponsors.
  • This includes conducting trend analysis of issues, response times, and other valuable statistics.
  • Develop and recommend improvements to workflows and procedures to increase efficiency and client satisfaction.
  • Assist in the collection, review and preparation of client information used for compliance testing and filings.
  • Promote customer satisfaction through proactive and effective service delivery and ensure prompt and effective response to all plan sponsor inquiries.

Requirements

  • Bachelor''s degree and 2 years of work-related experience, or a Master’s degree and 1 year of work-related experience, or 4 years equivalent work-related experience
  • 3-5 years of defined contribution plan administration/ management experience, with a strong background in customer service/relationship management required
  • Advanced knowledge of Microsoft Office Applications; specifically Excel and PowerPoint
  • Advanced knowledge of ERISA, DOL, IRS regulatory issues highly desired
  • Strong understanding of TPA, Plan Sponsor, broker, and participant roles and responsibilities in qualified plans, as well as understanding of testing and plan documents