Retirement Plan Acct Administrator - PA2025PLANADMIN-R-005

SS&C Technologies HoldingsRemote - North Carolina, US

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Job Description

Retirement Plan Account Administrator

Location : Remote ~ Texas, Arizona, Florida, Georgia, Illinois, Kansas, Massachusetts, Maryland, Minnesota, North Carolina, Tennessee, South Carolina, Connecticut, New York, & Ohio

Get To Know Us : SS&C Retirement Solutions

A full suite of solutions for core recordkeeping to help firms master complexities across the retirement lifecycle from accumulation to drawdown.

The Retirement Solutions Group is looking for a dedicated and experienced Retirement Plan Account (Administrator) Manager to join our rapidly growing team. The ideal candidate will be responsible for managing and servicing retirement plan accounts, ensuring client satisfaction, and complying with regulatory requirements. Building strong rapport with plan sponsors and brokers with complex and sensitive plan issues. This role requires strong analytical skills, excellent communication abilities, and a deep understanding of retirement plan products and services.

Why You Will Love It Here!

Flexibility : Hybrid Work Model and Business Casual Dress Code, including jeans
Your Future : 401k Matching Program, Professional Development Reimbursement
Work / Life Balance : Flexible Personal / Vacation Time Off, Sick Leave, Paid Holidays
Your Wellbeing : Medical, Dental, Vision, Employee Assistance Program, Parental Leave
Wide Ranging Perspectives : Committed to Celebrating to Varity of Backgrounds, Talents and Experience of Our Employees.
Training : Hands-On, Team-Customized, including SS&C University
Extra Perks : Discounts on fitness clubs, travel and more!

What You Will Get To Do :

Respond to plan sponsors’ requests for information on a variety of issues, including on-going requests for plan amendments. This includes consultative services.

Obtain all necessary information, determine feasibility of requests, and submits requests to individual specialists for action.

Interface with management and internal support groups to research issues and coordinate responses to plan sponsors. This includes conducting trend analysis of issues, response times, and other valuable statistics.

Develop and recommend improvements to workflows and procedures to increase efficiency and client satisfaction.

Assist in the collection, review and preparation of client information used for compliance testing and filings.

Promote customer satisfaction through proactive and effective service delivery and ensure prompt and effective response to all plan sponsor inquiries.

What You Will Bring :

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.

LI-JS1-Remote

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Retirement Plan Acct • Remote - North Carolina, US