Retirement Plan Design Specialist PA2026PlanDesignQ2R001
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Job Location:
Kansas City, KS - USA
Monthly Salary:
Not Disclosed
Posted on:
30+ days ago
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
Job Title: Retirement Plan Design Specialist
Locations: Braintree MA Kansas City MO Dublin OH- Hybrid
About the Role
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 Join SS&C
SS&C combines proprietary technology with deep industry expertise to support complex financial and health care operations. Our teams design implement and operate solutions that help clients manage data automate processes and scale their businesses with confidence.
You will work with industry experts modern platforms and evolving technologies gaining exposure to real-world operational challenges and large-scale enterprise environments.
How You Will Make an Impact
- 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.
Required Experience
- Minimally Master or Bachelors degree with 2 -5 years of retirement plan related work experience. Experience in plan design or plan administration 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)
- ERISA proficient
- Effective communication skills: verbal written and active listening
What Sets You Apart (preferred qualifications)
- ASPPA (CPC QPA QKC or QKA) CEBS TGPC or other professional designation preferred.
- Detailed knowledge of the retirement industry and product trends.
- 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.
Join SS&C where innovation meets global opportunities. Click here to apply.
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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 Technologies offers a comprehensive total rewards package designed to support your wellbeing growth and future. Our benefits include medical dental and vision coverage; a 401(k) plan with company match; paid time off holidays and parental leave; and professional development reimbursement opportunity.Actual base salary will vary based on several factors including but not limited to relevant skills prior experience education demonstrated performance and geographic location.Massachusetts: The expected base salary for the position is between $90000 USD to $98000 USD.Applications will be accepted on an ongoing basis until the position is filled.
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
About Company
Leading cloud-based provider of financial services technology solutions. SS&C Technologies owns and maintains the best financial technology in the industry
