Retirement Plan Design Specialist

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 Description

Title : Plan Design Specialist II

Location : Hybrid Braintree, MA, Kansas City, MO or Dublin, OH

Get 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.

SS&C Retirement Solutions aspires to be the partner of choice for the industry's leading retirement plan providers by offering tailored solutions that help drive providers' vision, reinforce their value proposition, and support their strategic goals.

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.

The Plan Design Specialists work closely with associates in Plan Administration, Plan Implementation & Conversion and Reporting & Testing.

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 :

• Conversion Plans - Conducts a section-by-section, complete review of prospective plan documents to include adoption agreements, plan amendments, Summary Plan Description (SPD), plan valuations, past discrimination tests, Form 5500 filings, and participates in plan design calls if appropriate.
• Start-up Plans - Prepares detailed plan review summaries identifying actual and potential compliance issues. Identifies missing items and comments on plan provisions that may violate Federal regulations.

Provides detailed explanations of the law affecting provisions. Recommends changes in order to make plan compliant.

• Works with plan and institutional clients to provide interpretation of plan provisions.
• Reviews plan documents in terms of operational, administrative and systems aspects. Validates available capabilities or identifies areas where TRAC support may be restricted.
• Completes adoption agreements; prepares Summary Plan Descriptions (SPD), board resolutions and other documentation with high quality and timeliness as required.
• Coordinates execution of the adoption agreement and board resolution.
• As needed, consults with Legal Department to review existing or converted plans, Summary Plan Descriptions (SPD), service agreements, plan amendments, and other documents to ensure compatibility with our standard prototypes.
• Researches and analyzes general or plan document specific compliance issues for internal and institutional clients.
• Generates plan amendments as requested, i.e., amendments to prototype plan as required by changes in the law and / or to improve administrative procedures.
• Participates in conference calls and meetings with institutional clients and plan sponsors.
• Completes special projects as assigned.
• Provides status reports to management and institutional clients on pending and completed work.
• Stay informed of new and upcoming changes in legislation affecting retirement plans through self - study, internal training classes and conferences.

The Impact You Will Make :

• Bachelors and 2 years of work-related experience, or Master's degree or 4 years equivalent work-related experience.
• Employee Retirement Income Security Act (ERISA), Department of Labor (DOL), Internal Revenue Service (IRS) regulations.
• Plan design and document language.
• TRAC, AWD, Relius, or FT Williams systems experience
• Strong communications skills. Ability to communicate clearly, concisely and effectively both verbally and in writing in order to prepare detailed plan reviews and discuss workflow with internal and external parties.
• Analytical / Problem Solving Skills. Ability to analyze, evaluate issues and provide guidance regarding actual and potential problems.

Must display keen attention to details.

Organizational, time management and project management skills. Ability to manage heavy and dynamic caseload and time pressures.

Generally, conducts multiple plan evaluations simultaneously.

Able to work in the local office 6 days per month REQUIRED

Thank 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.

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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 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.