Retirement Plan Design Specialist PA2026PlanDesignQ2R001
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Job Location:
Kansas City, KS - USA
Monthly Salary:
Not Disclosed
Posted on:
Yesterday
Vacancies:
1 Vacancy
Job Summary
As a leading financial services and healthcare technology company based on revenue SS&C is headquartered in Windsor Connecticut and has 27000 employees in 35 countries. Some 20000 financial services and healthcare organizations from the worlds largest companies to small and mid-market firms rely on SS&C for expertise scale and technology.
Job Description
Retirement Plan Design Specialist
Locations:Braintree MA Kansas City MO Dublin OH - Hybrid
Get To Know The Team:
The Retirement Plan Design Team provides document and regulatory services for Retirement Solutions. The Retirement Plan Design Specialists focus on providing consultative services for qualified retirement plans including but not limited to pre-sale support post-sale support document design amendments restatements and regulatory changes. The Retirement Plan Design Specialists utilize their ERISA knowledge and experience to design plans and educate plan sponsors to help meet companys goals and objectives. The Retirement Plan Design Specialists work closely with associates in Account Management Implementation Conversions and Reporting and Testing.
Why Youll 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: Flexible 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
- Wide Ranging Perspectives:Committed to Celebrating the Variety of Backgrounds Talents and Experiences of Our Employees
- 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:
- Creates plan documents and conducts a complete section-by-section review of prospective plan documents including but not limited to 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
What You Will Bring:
- 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
- Strong Communication Skills - Ability to communicate concisely and effectively both verbally and in writing
- Ideal candidate will have experience with FIS Relius ASC DGEM or FT Williams systems.
- Able to work in the local office 6 days per month.
Thank you for your interest in SS&C! To further explore this opportunity please apply through our careers page on the corporate website at JS
Unless explicitly requested or approached by SS&C Technologies Inc. or any of its affiliated companies the company will not accept unsolicited resumes from headhunters recruitment agencies or fee-based recruitment services.
SS&C offers excellent benefits including health dental 401k plan tuition and professional development reimbursement plan.SS&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.
Required Experience:
IC
Key Skills
- Sales Experience
- Crane
- Customer Service
- Communication skills
- Heavy Equipment Operation
- Microsoft Word
- Case Management
- OSHA
- Team Management
- Catheterization
- Microsoft Outlook Calendar
- EHS
About Company
Leading cloud-based provider of financial services technology solutions. SS&C Technologies owns and maintains the best financial technology in the industry
