Retirement Plan Design Specialist
SS&C Retirement Solutions, LLC - Braintree, Massachusetts, us, 02185![SS&C Retirement Solutions, LLC](/api/image?src=https%3A%2F%2Fgeneral-board-default.s3.us-east-2.amazonaws.com%2Fpublic%2Fimages%2Fdesk-360x180.webp&w=640&q=75&f=webp)
Work at SS&C Retirement Solutions, LLC
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Overview
SS&C is a global provider of investment and financial services and software for the financial services and healthcare industries. Named to Fortune 1000 list as top U.S. company based on revenue, SS&C is headquartered in Windsor, Connecticut and has 20,000+ employees in over 90 offices in 35 countries. Some 18,000 financial services and healthcare organizations, from the world's largest institutions to local firms, manage and account for their investments using SS&C's products and services.Job DescriptionTitle:
Plan Design Specialist IILocation:
Hybrid – Braintree, MA, Kansas City, MO or Dublin, OHGet To Know The Team:
SS&C Retirement Solutions is a market-leading provider of technology, retirement recordkeeping and outsourcing solutions. As the third-largest provider of retirement services, we have over 250 institutional clients that use our platforms and services to participate in the defined contribution, IRA, and retirement income markets. The Plan Design Team provides document and regulatory services for Retirement Solutions. The Plan Design Specialists focus on providing consultative services for qualified retirement plans (401(k), 401(a), 403(b), and 457), including but not limited to; pre-sale support, post-sale support, document design, amendments, restatements and regulatory changes. The Plan Design Specialists utilize their ERISA knowledge and experience to design a plan or make recommendations that meet the company’s goals and objectives.Why You’ll Love It At SS&C!Flexibility:
Hybrid Work Model & Business Casual Dress Code, including jeans.Your Future:
Generous 401(k) Matching Program, Tuition & Professional Development Reimbursement Opportunities.Work/Life Balance:
Unlimited Personal & Vacation Time Off, Sick Leave Policy, Paid Company Holidays.Your Well-being:
Medical, Dental, Vision, Life Insurance, Short & Long-Term Disability, Global Employee Assistance, Parental Leave, and more.Diversity & Inclusion:
Committed to Being an Organization that Welcomes, Celebrates, and Thrives on Diversity.Training:
Hands-On and Customized by your Team, including Technical and E-Learning Resources.Extra Perks:
Discounts on fitness memberships, cell provider, childcare, travel, and more!What You Will Get To Do:Conduct a section-by-section review of prospective plan documents.Prepare detailed plan review summaries identifying compliance issues.Work with plan and institutional clients to provide interpretation of plan provisions.Review plan documents in terms of operational, administrative and systems aspects.Complete adoption agreements and prepare Summary Plan Descriptions (SPD).Consult with Legal Department to review existing or converted plans.Research and analyze compliance issues for clients.Generate plan amendments as required by changes in the law.Participate in conference calls and meetings with clients.Complete special projects as assigned.Provide status reports to management and clients on pending work.Stay informed of new legislation affecting retirement plans.The Impact You Will Make:Bachelors and 2 years of work-related experience, or Master’s degree or 4 years equivalent work-related experience.Knowledge of ERISA, DOL, IRS regulations.Experience with plan design and document language.Familiarity with TRAC, AWD, Relius, or FT Williams systems.Strong communication skills.Analytical/Problem Solving Skills.Organizational and time management skills.Able to work in the local office 6 days per month – REQUIREDThank you for your interest in SS&C! To further explore this opportunity, please apply through our careers page on the corporate website at www.ssctech.com/careers.#LI-JS1-HybridSS&C Technologies is an Equal Employment Opportunity employer and does not discriminate against any applicant for employment or employee on the basis of race, color, religious creed, gender, age, marital status, sexual orientation, national origin, disability, veteran status or any other classification protected by applicable discrimination laws.
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