Retirement Plan Account Administrator
SS&C Technologies
full-time
Posted on:
Location Type: Remote
Location: Arizona • Connecticut • United States
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Salary
💰 $80,000 - $90,000 per year
About the role
- Manage and service retirement plan accounts, ensuring client satisfaction and regulatory compliance.
- Build rapport with plan sponsors and brokers on complex plan issues.
- Respond to plan sponsors’ requests for information on various issues.
- Conduct trend analysis of issues and response times.
- Develop improvements to workflows and procedures for efficiency and client satisfaction.
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 Employee Retirement Income Security Act (ERISA), Department of Labor (DOL), and Internal Revenue Service (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.
Benefits
- Medical, dental, and vision coverage
- 401(k) plan with company match
- Paid time off, holidays, and parental leave
- Professional development reimbursement opportunity
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
defined contribution plan administrationtrend analysisworkflow improvementregulatory compliance
Soft Skills
client satisfactionrelationship managementcommunicationrapport building
Certifications
Bachelor’s degreeMaster’s degree