Retirement Plan Design Specialist
SS&C Technologies
full-time
Posted on:
Location Type: Hybrid
Location: Braintree • Massachusetts • Montana • United States
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About the role
- Creates plan documents and conducts a complete, section-by-section review of prospective plan documents, including 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
Requirements
- 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
- Ideal candidate will have experience with FIS Relius, ASC DGEM, or FT Williams systems
Benefits
- Flexibility: Hybrid Work Model & Business Casual Dress Code, including jeans
- Generous 401(k) Matching Program, Tuition & Professional Development Reimbursement Opportunities
- Flexible Personal & Vacation Time Off, Sick Leave Policy, Paid Company Holidays
- Medical, Dental, Vision, Life Insurance, Short & Long-Term Disability, Global Employee Assistance, Parental Leave, and more
- Discounts on fitness memberships, cell provider, childcare, travel, and more!
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
plan designplan administrationdetailed plan documentationERISA qualification requirementsretirement plan typesprofit sharing401(k)money purchase403(B)457(b)
Soft Skills
collaborationcommunicationproblem-solvingattention to detailclient support
Certifications
ASPPACPCQPAQKCQKACEBSTGPC