Jobs
Interviews

121 Defined Benefits Jobs - Page 5

Setup a job Alert
JobPe aggregates results for easy application access, but you actually apply on the job portal directly.

4.0 - 8.0 years

6 - 10 Lacs

Gurugram

Work from Office

About Milliman Independent for over 70 years, Milliman delivers market-leading services and solutions to clients worldwide Today, we are helping companies take on some of the worlds most critical and complex issues, including retirement funding and healthcare financing, risk management and regulatory compliance, data analytics and business transformation, Through a team of professionals ranging from actuaries to clinicians, technology specialists to plan administrators, we offer unparalleled expertise in employee benefits, investment consulting, healthcare, life insurance, and financial services, and property and casualty insurance, Job Summary The Implementation Manager should have prior experience in managing a team of 10-15 employees is responsible for operational tasks associated with defined benefit plans in compliance with plan provisions and should have the ability to function well in a high-paced and at times dynamic environment The manager should provide operational support to the team to manage Defined Benefits administration The manager will be expected to pursue continued education by appearing in professional exams based on Millimans education policy, Duties/Responsibilities Lead the plan specifications for pension administration clients from plan documents, summary plan descriptions, and sample calculation Lead automation/process improvement projects Approve plan specifications or technology changes to generate Pension calculations and distribution forms Approve test plans, including regression test plans, by identifying/creating test participants and performing calculations as needed for expected results to confirm accuracy of configuration to requirements and does not negatively impact existing client provisions Define the promotion of pension calculators to production environment Lead project planning and acceptance testing for system/applications Coordinate with Senior Benefits Manager for any team issues/challenges TNI refresher trainings for new hires and team Responsible to track and manage the team's SLA Formulating strategies to meet team goals Achieving efficiencies through cross utilization and trainings Drive the practice level initiatives within your practice Resource planning and forecasting Analyze the quality audits reports and suggest process improvements Demonstrate strong networking capabilities and foster positive relationship with stakeholders Lead automation/process improvement projects Leading end-to-end projects and ensure to meet the desired objectives Handling escalations, providing support, and working with team to empower them to do it right the first time Performance Management through regular and timely feedback Managing associate engagement Ensures all work product is processed according to Millimans peer review guidelines Required Skills & Attributes Excellent verbal and written communication skills Strong logical, analytical, and problem-solving skills Ability to train, develop, mentor and motivate teams in a challenging and rapidly changing environment Ability to provide and receive feedback in effective manner Front End VBDot net Back End SQL Server MS Office Excel and Access Required Qualifications 10+ years of experience into Defined Benefits administration Minimum 5-7 years of people management experience Bachelors/masters degree in any discipline Preferred Skills And Qualifications High integrity and discretion to ensure the confidentiality of sensitive client data Certifications in US Benefits would be an added advantage Ability to plan and prioritize tasks and to delegate them when appropriate Excellent time management skills with a proven ability to meet deadlines Team player and actively contributes to their group in order to complete tasks or meet goals Should be able to manage change effectively in todays dynamic environment

Posted 2 months ago

Apply

1 - 3 years

3 - 5 Lacs

Gurugram

Work from Office

Skill required: Retirement Solutions - Customer Service Designation: Customer Service Associate Qualifications: Any Graduation Years of Experience: 1 to 3 years What would you do? Processing monetary and non-monetary transactions for assigned clients\transactions. Ensuring accuracy on transactions processed Strict adherence non-disclosure of client information by preserving client confidentiality. Complies with all client policies, procedures, and Federal/State/Local regulations and escalates issues to the management. Researching on any queries/ requests sent by the Business Partners/Client Support Teams and replying the same with minimum response time. Taking active participation in process improvements and automation. Ensure Quality Control standards that have been set are adhered to. Excellent organizational skills with ability identify and prioritize high value transactions. Completing assigned responsibilities and projects within timelines apart from managing daily BAU.Retirement solution is a comprehensive process to understand how much money you will need when you retire. Retirement solution also helps you identify the bestCustomer service refers to the assistance and support provided by a business or organization to its customers before, during, and after a purchase or use of a product or service. It involves addressing inquiries, resolving issues, and ensuring customer satisfaction to build and maintain positive relationships. What are we looking for? Graduate, preferable from commerce background (not mandatory) Experience in the US retirement industry (not mandatory) Open to core Night shifts based on business requirements Good verbal & written communication skills Good typing skill and attention to detail. Good time management skills Ability to work independently 1 to 2+ years of experience in US Retirement Services domain – Defined Contributions - Managing participant level services Experience in Money Out processes such as Inservice withdrawal, Hardship withdrawal determination and payments, Rollover out, Lump Sum Distribution, Required Minimum Distributions. Roles and Responsibilities: Processing monetary and non-monetary transactions for assigned clients\transactions. Ensuring accuracy on transactions processed Strict adherence non-disclosure of client information by preserving client confidentiality. Complies with all client policies, procedures, and Federal/State/Local regulations and escalates issues to the management. Researching on any queries/ requests sent by the Business Partners/Client Support Teams and replying the same with minimum response time. Taking active participation in process improvements and automation. Ensure Quality Control standards that have been set are adhered to. Excellent organizational skills with ability identify and prioritize high value transactions. Completing assigned responsibilities and projects within timelines apart from managing daily BAU. Qualifications Any Graduation

Posted 2 months ago

Apply

1 - 3 years

4 - 7 Lacs

Noida

Work from Office

About The Role Role Purpose The purpose of the role is to provide effective technical support to the process and actively resolve client issues directly or through timely escalation to meet process SLAs. ? Do Support process by managing transactions as per required quality standards Fielding all incoming help requests from clients via telephone and/or emails in a courteous manner Document all pertinent end user identification information, including name, department, contact information and nature of problem or issue Update own availability in the RAVE system to ensure productivity of the process Record, track, and document all queries received, problem-solving steps taken and total successful and unsuccessful resolutions Follow standard processes and procedures to resolve all client queries Resolve client queries as per the SLA’s defined in the contract Access and maintain internal knowledge bases, resources and frequently asked questions to aid in and provide effective problem resolution to clients Identify and learn appropriate product details to facilitate better client interaction and troubleshooting Document and analyze call logs to spot most occurring trends to prevent future problems Maintain and update self-help documents for customers to speed up resolution time Identify red flags and escalate serious client issues to Team leader in cases of untimely resolution Ensure all product information and disclosures are given to clients before and after the call/email requests Avoids legal challenges by complying with service agreements ? Deliver excellent customer service through effective diagnosis and troubleshooting of client queries Provide product support and resolution to clients by performing a question diagnosis while guiding users through step-by-step solutions Assist clients with navigating around product menus and facilitate better understanding of product features Troubleshoot all client queries in a user-friendly, courteous and professional manner Maintain logs and records of all customer queries as per the standard procedures and guidelines Accurately process and record all incoming call and email using the designated tracking software Offer alternative solutions to clients (where appropriate) with the objective of retaining customers’ and clients’ business Organize ideas and effectively communicate oral messages appropriate to listeners and situations Follow up and make scheduled call backs to customers to record feedback and ensure compliance to contract /SLAs ? Build capability to ensure operational excellence and maintain superior customer service levels of the existing account/client Undertake product trainings to stay current with product features, changes and updates Enroll in product specific and any other trainings per client requirements/recommendations Partner with team leaders to brainstorm and identify training themes and learning issues to better serve the client Update job knowledge by participating in self learning opportunities and maintaining personal networks ? Deliver NoPerformance ParameterMeasure1ProcessNo. of cases resolved per day, compliance to process and quality standards, meeting process level SLAs, Pulse score, Customer feedback2Self- ManagementProductivity, efficiency, absenteeism, Training Hours, No of technical training completedMandatory Skills: Defined Benefit (DB). Experience1-3 Years. Reinvent your world. We are building a modern Wipro. We are an end-to-end digital transformation partner with the boldest ambitions. To realize them, we need people inspired by reinvention. Of yourself, your career, and your skills. We want to see the constant evolution of our business and our industry. It has always been in our DNA - as the world around us changes, so do we. Join a business powered by purpose and a place that empowers you to design your own reinvention. Come to Wipro. Realize your ambitions. Applications from people with disabilities are explicitly welcome.

Posted 2 months ago

Apply

5 - 8 years

15 - 19 Lacs

Bengaluru

Work from Office

About PhonePe Group: PhonePe is Indias leading digital payments company with 50 crore (500 Million) registered users and 3.7 crore (37 Million) merchants covering over 99% of the postal codes across India. On the back of its leadership in digital payments, PhonePe has expanded into financial services (Insurance, Mutual Funds, Stock Broking, and Lending) as well as adjacent tech-enabled businesses such as Pincode for hyperlocal shopping and Indus App Store which is India's first localized App Store. The PhonePe Group is a portfolio of businesses aligned with the company's vision to offer every Indian an equal opportunity to accelerate their progress by unlocking the flow of money and access to services. Culture At PhonePe, we take extra care to make sure you give your best at work, Everyday! And creating the right environment for you is just one of the things we do. We empower people and trust them to do the right thing. Here, you own your work from start to finish, right from day one. Being enthusiastic about tech is a big part of being at PhonePe. If you like building technology that impacts millions, ideating with some of the best minds in the country and executing on your dreams with purpose and speed, join us! Key Responsibilities Manage and oversee the monthly book closure process, ensuring accuracy and timeliness. Participate in system upgrades and implementations, ensuring smooth transitions and minimal disruptions. Hands on experience to deal with Tech spocs for system validations & implementation Experience in SOP, process flow, policies write up Excellent team management & communication skills Prepare and review balance sheet reconciliations, income statement analysis, and variance analysis. Support in general ledger functions, ensuring accuracy, timeliness, and compliance with company policies and accounting standards. Coordinate with external & internal auditors during audits and provide necessary documentation and explanations. Identify opportunities for process improvements and implement best practices to enhance efficiency and accuracy. Collaborate with cross-functional teams to streamline accounting processes and systems. Qualifications and Skills: Chartered Accountant (CA) with 8 to 10 years of relevant experience. Proficiency in accounting software and ERP systems. Understanding of accounting principles, Ind AS and financial reporting. PhonePe Full Time Employee Benefits (Not applicable for Intern or Contract Roles) Insurance Benefits - Medical Insurance, Critical Illness Insurance, Accidental Insurance, Life Insurance Wellness Program - Employee Assistance Program, Onsite Medical Center, Emergency Support System Parental Support - Maternity Benefit, Paternity Benefit Program, Adoption Assistance Program, Day-care Support Program Mobility Benefits - Relocation benefits, Transfer Support Policy, Travel Policy Retirement Benefits - Employee PF Contribution, Flexible PF Contribution, Gratuity, NPS, Leave Encashment Other Benefits - Higher Education Assistance, Car Lease, Salary Advance Policy Working at PhonePe is a rewarding experience! Great people, a work environment that thrives on creativity, the opportunity to take on roles beyond a defined job description are just some of the reasons you should work with us. Read more about PhonePe .

Posted 2 months ago

Apply

1 - 4 years

5 - 8 Lacs

Varanasi

Work from Office

About PhonePe Group: PhonePe is Indias leading digital payments company with 50 crore (500 Million) registered users and 3.7 crore (37 Million) merchants covering over 99% of the postal codes across India. On the back of its leadership in digital payments, PhonePe has expanded into financial services (Insurance, Mutual Funds, Stock Broking, and Lending) as well as adjacent tech-enabled businesses such as Pincode for hyperlocal shopping and Indus App Store which is India's first localized App Store. The PhonePe Group is a portfolio of businesses aligned with the company's vision to offer every Indian an equal opportunity to accelerate their progress by unlocking the flow of money and access to services. Culture At PhonePe, we take extra care to make sure you give your best at work, Everyday! And creating the right environment for you is just one of the things we do. We empower people and trust them to do the right thing. Here, you own your work from start to finish, right from day one. Being enthusiastic about tech is a big part of being at PhonePe. If you like building technology that impacts millions, ideating with some of the best minds in the country and executing on your dreams with purpose and speed, join us! About PhonePe Group: PhonePe is Indias leading digital payments company with 50 crore (500 Million) registered users and 3.7 crore (37 Million) merchants covering over 99% of the postal codes across India. On the back of its leadership in digital payments, PhonePe has expanded into financial services (Insurance, Mutual Funds, Stock Broking, and Lending) as well as adjacent tech-enabled businesses such as Pincode for hyperlocal shopping and Indus App Store which is India's first localized App Store. The PhonePe Group is a portfolio of businesses aligned with the company's vision to offer every Indian an equal opportunity to accelerate their progress by unlocking the flow of money and access to services. About Pincode: Pincode is a shopping app that offers a revolutionary new approach to e-commerce. Pincode places the local stores and sellers at the forefront of the digital shopping growth story. With Pincode, every Indian shopkeeper, regardless of their location, is digitally empowered to tap into the vast potential of e-commerce, creating unprecedented opportunities for growth, while driving innovation at scale. Summary: The role will entail developing in-depth understanding of Growth of different industry verticals - F&B / Hospitality / FMCG / FMCD / Healthcare & Wellness / Lifestyle. The incumbent will be responsible for adding new merchants to our network and growing them. This is an On-field role. Responsibilities: Merchant Acquisition: Growth Executive (GE) is expected to onboard new merchants in the geography allocated to the incumbent. The spectrum of merchants that can be onboarded is vast. The GE must use her/his acumen and understanding of the Indian retail ecosystem to come up with holistic solutions for the key accounts. Account Management Onboarding merchants on the platform is the first stage of a long-term relationship between Pincode and the account. The strength of these relationships, combined with our technology based solutions, will eventually determine the success in each market when the revenue numbers will be evaluated. GE's task is to develop such a deep understanding and hold over each account that any competitor finds it an uphill task to even enter the account. Map Competition: To be able to take timely action, it is imperative that we monitor the market and be informed of competitions activity in key accounts. This will ensure that appropriate response strategies are being formulated and implemented. The GE must keep a close watch on competition, share best practices internally and ensure that Pincode always stays one step ahead in the market. Revenue Generation GE is responsible for generating revenue from existing/new accounts. Prior revenue experience will be preferred. Requirements: Proven working experience of 1-3 years in sales/business development Excellence communication and influencing skills Strong ethics and discretion while dealing with customers Drive for result, able to demonstrate/quantify success relative to established targets and metrics Strong bias for action, problem solving and ownership Ability to develop strong relationships with stakeholders and be a team player Exposure to the start up environment is an added advantage. PhonePe Full Time Employee Benefits (Not applicable for Intern or Contract Roles) Insurance Benefits - Medical Insurance, Critical Illness Insurance, Accidental Insurance, Life Insurance Wellness Program - Employee Assistance Program, Onsite Medical Center, Emergency Support System Parental Support - Maternity Benefit, Paternity Benefit Program, Adoption Assistance Program, Day-care Support Program Mobility Benefits - Relocation benefits, Transfer Support Policy, Travel Policy Retirement Benefits - Employee PF Contribution, Flexible PF Contribution, Gratuity, NPS, Leave Encashment Other Benefits - Higher Education Assistance, Car Lease, Salary Advance Policy Working at PhonePe is a rewarding experience! Great people, a work environment that thrives on creativity, the opportunity to take on roles beyond a defined job description are just some of the reasons you should work with us. Read more about PhonePe .

Posted 2 months ago

Apply

2 - 6 years

4 - 8 Lacs

Ahmedabad

Work from Office

About PhonePe Group: PhonePe is Indias leading digital payments company with 50 crore (500 Million) registered users and 3.7 crore (37 Million) merchants covering over 99% of the postal codes across India. On the back of its leadership in digital payments, PhonePe has expanded into financial services (Insurance, Mutual Funds, Stock Broking, and Lending) as well as adjacent tech-enabled businesses such as Pincode for hyperlocal shopping and Indus App Store which is India's first localized App Store. The PhonePe Group is a portfolio of businesses aligned with the company's vision to offer every Indian an equal opportunity to accelerate their progress by unlocking the flow of money and access to services. Culture At PhonePe, we take extra care to make sure you give your best at work, Everyday! And creating the right environment for you is just one of the things we do. We empower people and trust them to do the right thing. Here, you own your work from start to finish, right from day one. Being enthusiastic about tech is a big part of being at PhonePe. If you like building technology that impacts millions, ideating with some of the best minds in the country and executing on your dreams with purpose and speed, join us! About Us: Phonepe is the leader in the UPI based payments in India with a market share of more than 40%. Our goal is to make payments so easy, safe and universally accepted that people never feel the need to carry cash or cards again. We believe India is at the cusp of a new mobile revolution, which will change the way we manage our money on the go. We see ourselves facilitating this change, through technology and dogged customer centricity. PhonePe went live in 2016 and crossed 5 bn transactions on its platform in 2019. In 2020, PhonePe forayed into diverse areas with the launch of insurance and super funds. Today we have a customer base of 260+ mm users and 16 mm merchants live on our platform. Job Objective: Mass offline team focuses on driving PhonePe acceptance at offline merchants across urban and rural markets across the country. ASM is responsible for building and maintaining a strong relationship with the Merchants, DSAs and sales executives. The role also requires developing a keen and sharp understanding of local merchant/customers needs and hence, driving PhonePe transactions based on both brand positioning and local requirements. The incumbent will be responsible to set up and drive the team to achieve the acquisition & quality targets. Reporting Matrix The role will report to the State Head and will have 8-10 Territory Sales Managers as direct reports and 70-80 business development executives as indirect reports. Responsibilities Business Growth: Grow distribution and market share in the assigned area of operations Identify, interact and develop DSAs to align and drive business in the market Synthesize inputs on local competition from TSM and verify for authenticity across geography. If a local initiative is identified then formulate and launch counter-strategy Analyze data and identify improvement areas, corroborate through market visits to identify sweet spots for performance Benchmark and compare performance with territory to broad base good practices Plan market size, span & geographies for TSM / TL / BDE / FLs Should be able to device the best methods for communication of plans/targets to the team so that there is minimum expectation vs delivery gap Ability to understand formats/data so as to gather right information, viz , in cases when we want them to do surveys and develop insights Stakeholder Management: Handle merchant escalations in market & partner with various internal stakeholders to resolve them Partner with cross functional teams like Marketing, Sales Capability and HR to ensure appropriate levels of market collaterals, headcount, onboarding experience, etc. Implement processes and metrics for tracking progress and setup review mechanisms with all the stakeholders Ensure payouts to and from DSA are done as per process and timelines including accurate calculations and disbursement. People Management: Drive hiring of TSM, BDEs & RTLs to ensure 100% manning in the team Onboard the new team members and help them assimilate PhonePe ways of working Participate in performance appraisal process sharing insights about the team and sharing relevant feedback with team members for their growth & development Coach TSMs regularly to allow them to better manage the input and output deliverables of BDEs Understand the reasons of exit and take corrective action to reduce attrition Drive team level R&R and engagement practices Quality Management: Monitor quality parameters like KYC, PFB usage to identify gaps, & initiate corrective action Validate audits conducted by TSMs and evaluate the process followed & inputs shared by TSM Monitor performance on compliance parameters to ensure zero deviation R equirements: MBA from Tier 1 campus with good academic record 3-5 years of relevant experience in sales and distribution/business development Excellent interpersonal skills to manage situations on the ground Should have managed larger teams on the ground Exposure to the start up environment is an added advantage Problem solving abilities with strong bias for impact Strong ethics and discretion while dealing with customers Drive for result, able to demonstrate/quantify success relative established targets and metrics PhonePe Full Time Employee Benefits (Not applicable for Intern or Contract Roles) Insurance Benefits - Medical Insurance, Critical Illness Insurance, Accidental Insurance, Life Insurance Wellness Program - Employee Assistance Program, Onsite Medical Center, Emergency Support System Parental Support - Maternity Benefit, Paternity Benefit Program, Adoption Assistance Program, Day-care Support Program Mobility Benefits - Relocation benefits, Transfer Support Policy, Travel Policy Retirement Benefits - Employee PF Contribution, Flexible PF Contribution, Gratuity, NPS, Leave Encashment Other Benefits - Higher Education Assistance, Car Lease, Salary Advance Policy Working at PhonePe is a rewarding experience! Great people, a work environment that thrives on creativity, the opportunity to take on roles beyond a defined job description are just some of the reasons you should work with us. Read more about PhonePe .

Posted 2 months ago

Apply

1 - 3 years

2 - 5 Lacs

Bengaluru

Work from Office

About PhonePe Group: PhonePe is Indias leading digital payments company with 50 crore (500 Million) registered users and 3.7 crore (37 Million) merchants covering over 99% of the postal codes across India. On the back of its leadership in digital payments, PhonePe has expanded into financial services (Insurance, Mutual Funds, Stock Broking, and Lending) as well as adjacent tech-enabled businesses such as Pincode for hyperlocal shopping and Indus App Store which is India's first localized App Store. The PhonePe Group is a portfolio of businesses aligned with the company's vision to offer every Indian an equal opportunity to accelerate their progress by unlocking the flow of money and access to services. Culture At PhonePe, we take extra care to make sure you give your best at work, Everyday! And creating the right environment for you is just one of the things we do. We empower people and trust them to do the right thing. Here, you own your work from start to finish, right from day one. Being enthusiastic about tech is a big part of being at PhonePe. If you like building technology that impacts millions, ideating with some of the best minds in the country and executing on your dreams with purpose and speed, join us! About Us: Phonepe is the leader in the UPI based payments in India with a market share of more than 50.1%. Our goal is to make payments so easy, safe and universally accepted that people never feel the need to carry cash or cards again. We believe India is at the cusp of a new mobile revolution, which will change the way we manage our money on the go. We see ourselves facilitating this change, through technology and dogged customer centricity. PhonePe went live in 2016 and crossed 5 bn transactions on its platform in 2019. In 2020, PhonePe forayed into diverse areas with the launch of insurance and super funds. Today we have 440+mm registered users and 35 mm merchants live on our platform. About Pincode: Pincode is a shopping app that offers a revolutionary new approach to e-commerce. Pincode places the local stores and sellers at the forefront of the digital shopping growth story. With Pincode, every Indian shopkeeper, regardless of their location, is digitally empowered to tap into the vast potential of e-commerce, creating unprecedented opportunities for growth, while driving innovation at scale. About The Role : We are seeking a highly motivated individual to join our team as a Catalogue Executive. The primary responsibility of an employee would be to collate and maintain the vast amount of catalogue data that we receive from the Field Team. They will also be responsible for the audits and categorizing the data so that the same is reflected on the Application. Responsibilities: Enter and Maintain loads of catalogue data Build a detailed database that has necessary details like Number of SKUs, Categories, Stores Alignment and management of the same Maintain accurate records and ensure data integrity throughout the process Audit the data is correct with correct categorization Cross functional operations, where they have to connect with multiple stakeholders internally Requirements: Must be based in Bangalore, India Excellent communication and interpersonal skills Strong attention to detail and accuracy Ability to work with multiple stakeholders Proficiency in using Microsoft Excel (Must Have) Prior experience in MIS/Data Management PhonePe Full Time Employee Benefits (Not applicable for Intern or Contract Roles) Insurance Benefits - Medical Insurance, Critical Illness Insurance, Accidental Insurance, Life Insurance Wellness Program - Employee Assistance Program, Onsite Medical Center, Emergency Support System Parental Support - Maternity Benefit, Paternity Benefit Program, Adoption Assistance Program, Day-care Support Program Mobility Benefits - Relocation benefits, Transfer Support Policy, Travel Policy Retirement Benefits - Employee PF Contribution, Flexible PF Contribution, Gratuity, NPS, Leave Encashment Other Benefits - Higher Education Assistance, Car Lease, Salary Advance Policy Working at PhonePe is a rewarding experience! Great people, a work environment that thrives on creativity, the opportunity to take on roles beyond a defined job description are just some of the reasons you should work with us. Read more about PhonePe .

Posted 2 months ago

Apply

2 - 7 years

6 - 16 Lacs

Chennai

Work from Office

Opening for Compliance Testing:- Position: Compliance Testing L2 to L5 (Immediate Joiners Preferred) Experience: 2 to 16 years, specifically in 401K compliance testing Preferred Background: Candidates from Congruent are highly preferred Work Mode: Work from office at Polygon Shift Timings: Rotational shifts (8:00 AM5:00 PM, 1:00 PM10:00 PM, 5:30 PM2:30 AM) Key Skills: ADP/ACP testing, Top Heavy and Coverage testing, 5500 form processing Opening for 401K :- Position: Any 401K Process L2 /L3 (Immediate Joiners Preferred) Experience: 2 to 6 years Work Mode: Work from office at Polygon Shift Timings: US shifts 5:30 PM2:30 AM Key Skills: 401K, US Retirement Process, Define benefits, Defined contribution Preferred candidate profile Compliance Testing roles. (WFH) will not be provided beyond 30 days of the notice period For immediate joiners who can start between May 30 and June 1 WFH will be provided Drop CV- reeta@enejobs.com

Posted 2 months ago

Apply

1 - 3 years

1 - 5 Lacs

Gurugram

Work from Office

Skill required: Retirement Solutions - Customer Service Designation: Customer Service Associate Qualifications: Any Graduation Years of Experience: 1 to 3 years What would you do? Processing monetary and non-monetary transactions for assigned clients\transactions. Ensuring accuracy on transactions processed Strict adherence non-disclosure of client information by preserving client confidentiality. Complies with all client policies, procedures, and Federal/State/Local regulations and escalates issues to the management. Researching on any queries/ requests sent by the Business Partners/Client Support Teams and replying the same with minimum response time. Taking active participation in process improvements and automation. Ensure Quality Control standards that have been set are adhered to. Excellent organizational skills with ability identify and prioritize high value transactions. Completing assigned responsibilities and projects within timelines apart from managing daily BAU.Retirement solution is a comprehensive process to understand how much money you will need when you retire. Retirement solution also helps you identify the bestCustomer service refers to the assistance and support provided by a business or organization to its customers before, during, and after a purchase or use of a product or service. It involves addressing inquiries, resolving issues, and ensuring customer satisfaction to build and maintain positive relationships. What are we looking for? Graduate, preferable from commerce background (not mandatory) Experience in the US retirement industry (not mandatory) Open to core Night shifts based on business requirements Good verbal & written communication skills Good typing skill and attention to detail. Good time management skills Ability to work independently 1 to 2+ years of experience in US Retirement Services domain – Defined Contributions - Managing participant level services Experience in Money Out processes such as Inservice withdrawal, Hardship withdrawal determination and payments, Rollover out, Lump Sum Distribution, Required Minimum Distributions. Roles and Responsibilities: Processing monetary and non-monetary transactions for assigned clients\transactions. Ensuring accuracy on transactions processed Strict adherence non-disclosure of client information by preserving client confidentiality. Complies with all client policies, procedures, and Federal/State/Local regulations and escalates issues to the management. Researching on any queries/ requests sent by the Business Partners/Client Support Teams and replying the same with minimum response time. Taking active participation in process improvements and automation. Ensure Quality Control standards that have been set are adhered to. Excellent organizational skills with ability identify and prioritize high value transactions. Completing assigned responsibilities and projects within timelines apart from managing daily BAU. Qualification Any Graduation

Posted 2 months ago

Apply

5 - 8 years

3 - 7 Lacs

Gurugram

Work from Office

Skill required: Retirement Solutions - Customer Service Designation: Customer Service Senior Analyst Qualifications: Any Graduation Years of Experience: 5 to 8 years What would you do? Responsible in handling monetary and non-monetary transactions for assigned clients\transactions. Includes Contributions, loan repayments, Indicative data files and manual adjustments, Rollovers etc. Quality Review of high dollar Money In- Retirement Services Transactions Manage and lead a team of operations professionals, including assigning work, monitoring progress, providing feedback, and coaching, and evaluating performance Develop and implement operational strategies that optimize efficiency, productivity, and customer satisfaction Ensure compliance with organizational policies, procedures, and standards for quality and performance Identify and analyze operational issues and develop solutions to improve processes and procedures Develop and implement training programs to improve the skills and knowledge of team members Foster a culture of continuoRetirement solution is a comprehensive process to understand how much money you will need when you retire. Retirement solution also helps you identify the bestCustomer service refers to the assistance and support provided by a business or organization to its customers before, during, and after a purchase or use of a product or service. It involves addressing inquiries, resolving issues, and ensuring customer satisfaction to build and maintain positive relationships. What are we looking for? Bachelor s degree in business administration, operations management, or a related field 6+ years of experience in Retirement Services, with a proven track record of successfully managing and leading teams Strong leadership skills, with the ability to motivate and inspire team members Excellent communication skills, both written and verbal, with the ability to effectively present complex information to a range of audiences Strong analytical and problem-solving skills, with the ability to identify and resolve operational issues Knowledge of operational best practices, including quality control, performance management, and process improvement Proficient in the use of relevant software, including Microsoft Office, project management tools, and other relevant applications Strong organizational skills, with the ability to manage multiple projects and priorities simultaneously Ability to work independently and as part of a team, with a strong commitment to collaboration and teamwork 6+ years of experience in US Retirement Services domain – Defined Contributions - Managing participant level services. 3+ years of experience in Money In processes such as Contributions processing, loan repayments, Indicative data files and manual adjustments, Rollovers contribution, Suspense & Adjustments/Corrections. Quality Review for high dollar value transactions. ASPPA Certification (Preferred). Roles and Responsibilities: Responsible in handling monetary and non-monetary transactions for assigned clients\transactions. Includes Contributions, loan repayments, Indicative data files and manual adjustments, Rollovers etc. Quality Review of high dollar Money In- Retirement Services Transactions Manage and lead a team of operations professionals, including assigning work, monitoring progress, providing feedback, and coaching, and evaluating performance Develop and implement operational strategies that optimize efficiency, productivity, and customer satisfaction Ensure compliance with organizational policies, procedures, and standards for quality and performance Identify and analyze operational issues and develop solutions to improve processes and procedures Develop and implement training programs to improve the skills and knowledge of team members Foster a culture of continuous improvement and innovation within the operations team Prepare reports and presentations on operational performance Qualification Any Graduation

Posted 2 months ago

Apply

3 - 8 years

2 - 7 Lacs

Chennai

Remote

Apply Here: https://forms.gle/rY4MWtwuo4vPyzbj8 (Copy/paste in browser) Job Domain: 401K Retirement Compliance Testing (Immediate Joiner) Experience Level: 1-8 Years Shift : Flexible to work in night shifts is mandatory Days Off: Fixed Saturday and Sunday (Flexible to support on Saturday if required) Mode of Work : Work from office Job Description: We are seeking a detail-oriented and experienced Senior Compliance Analyst to join our team. The ideal candidate will be responsible for ensuring compliance with 401(k) retirement plan regulations , conducting compliance testing , and managing the 5500 form filing process . This role requires strong analytical skills, knowledge of IRS and DOL regulations, and the ability to work independently while collaborating with cross-functional teams. Key Responsibilities: Conduct annual 401(k) plan compliance testing , including ADP/ACP, Top Heavy, and Coverage testing . Prepare and review Form 5500 filings , ensuring accuracy and timely submission in accordance with IRS and DOL regulations. Analyze plan data to identify compliance risks and recommend corrective measures. Work closely with internal teams, external auditors, and plan sponsors to ensure adherence to compliance standards. Stay up to date with regulatory changes affecting 401(k) plans and implement necessary updates. Assist in plan corrections and amendments as needed. Provide guidance and training on compliance requirements to internal teams and clients. Qualifications & Skills: Bachelors degree in Accounting, Finance, Business, or a related field. 2+ years of experience in 401(k) compliance, retirement plan administration, or related fields. Strong knowledge of ERISA, IRS, and DOL regulations governing retirement plans. Experience with compliance testing methodologies and Form 5500 preparation & filing . Proficiency in Excel and compliance testing software. Excellent analytical and problem-solving skills. Strong attention to detail and ability to manage multiple deadlines. Effective communication and stakeholder management skills. Preferred Qualifications: ASPPA, QKA, CEBS, or other relevant certifications. Experience with third-party administrators (TPAs) or recordkeepers. Why Join Us? Competitive salary and benefits. Work with a dynamic and experienced team. Growth opportunities in the compliance and financial services industry. Apply Here: https://forms.gle/rY4MWtwuo4vPyzbj8 (Copy/paste in browser)

Posted 2 months ago

Apply

1 - 3 years

3 - 5 Lacs

Pune

Work from Office

Skill required: Network Operations - Retirement Planning Services Designation: Quality Engineering Associate Qualifications: Any Graduation Years of Experience: 1 - 3 Years What would you do? We help insurers redefine their customer experience while accelerating their innovation agenda to drive sustainable growth by transforming to an intelligent operating model. Intelligent Insurance Operations combines our advisory, technology, and operations expertise, global scale, and robust ecosystem with our insurance transformation capabilities. It is structured to address the scope and complexity of the ever-changing insurance environment and offers a flexible operating model that can meet the unique needs of each market segment.Retirement solution is a comprehensive process to understand how much money you will need when you retire. Retirement solution also helps you identify the bestCovers the full range of services needed throughout a plans life, including plan development & enhancement, sales & marketing, plan sponsor/institutional client onboarding/management, participant enrollment/management, sponsor and member servicing & reporting. Their products consist of individual retirement accounts (Roth IRA), college savings accounts, guaranteed investment contracts, fixed & variable deferred annuities (qualified & non qualified), as well as corporate retirement funds What are we looking for? Retirement ServicesAbility to manager various stakeholdersAbility to work on stringent timelines Roles and Responsibilities: "Analyst, Client ServicesThe Client Services Analyst provides day-to-day support for retirement plan clients. Working under close supervision, this job supports clients during the onboarding process, maintains day-to-day contact with clients, and writes and issues client communications.Key Responsibilities and DutiesSupports existing client relationships by responding to client queries and requests promptly and effectively working with clients on inquiries and ensuring client expectations are met.Identifies and resolves problems and transactions for issues involving client experience.Performs research, analyzes data and follows up with other functional departments to answer ad-hoc client queries on a wide variety of investment, operational, compliance and regulatory topics.Ensures that all individual trades and accounts have been reviewed and verified.Prepares and delivers weekly, monthly and quarterly valuation reports to clients.Supports the onboarding of new clients including interfacing with Legal, Sales and Relationship Management.Liaises with Fund Managers in developing and overseeing the implementation of support strategies to service existing clients. Qualifications Any Graduation

Posted 2 months ago

Apply

3 - 5 years

5 - 7 Lacs

Bengaluru

Work from Office

Skill required: Payroll - Payroll Planning and Distribution Designation: Payroll Operations Analyst Qualifications: Any Graduation Years of Experience: 3 to 5 years What would you do? Improve workforce performance and productivity, boosts business agility, increases revenue and reduces costsPayroll experience into US/UK/InternationalThe Payroll Planning and Distribution team focuses on distributing employees pay on time through chosen channels such as banks and execute the distribution of earnings statements either manually or electronically. The team is responsible for addressing queries related to provident fund, new joinee/existing employee mediclaim policies, monthly group payroll reconciliation and for updating monthly resignation, retirement and contract closures. The team is also responsible for resolving payroll problems within the confines of established policies & procedures using relevant payroll system. What are we looking for? Ability to perform under pressure Problem-solving skills Agility for quick learning Results orientation Ability to handle disputes Ability to perform under pressure Problem-solving skills Agility for quick learning Results orientation Ability to handle disputes Roles and Responsibilities: In this role you are required to do analysis and solving of lower-complexity problems Your day to day interaction is with peers within Accenture before updating supervisors In this role you may have limited exposure with clients and/or Accenture management You will be given moderate level instruction on daily work tasks and detailed instructions on new assignments The decisions you make impact your own work and may impact the work of others You will be an individual contributor as a part of a team, with a focused scope of work Please note that this role may require you to work in rotational shifts Qualifications Any Graduation

Posted 2 months ago

Apply

1 - 3 years

1 - 5 Lacs

Gurugram

Work from Office

Skill required: Retirement Solutions - Customer Service Designation: Customer Service Associate Qualifications: Any Graduation Years of Experience: 1 to 3 years What would you do? Processing monetary and non-monetary transactions for assigned clients\transactions. Includes Contributions, loan repayments, Indicative data files and manual adjustments, Rollovers etc. Ensures all items are processed and\or resolved in a time. Supports business in ensuring positive audit results Complies with all client policies, procedures, and Federal/State/Local regulations and escalates issues to the management. Perform research on all processing irregularities and drive issues to resolution Strict adherence non-disclosure of client information by preserving client confidentiality. Researching on any queries/ requests sent by the Business Partners/Client Support Teams and replying the same with minimum response time. Taking active participation in process improvements and automation. Ensure Quality Control standards that have been set are adheredRetirement solution is a comprehensive process to understand how much money you will need when you retire. Retirement solution also helps you identify the bestCustomer service refers to the assistance and support provided by a business or organization to its customers before, during, and after a purchase or use of a product or service. It involves addressing inquiries, resolving issues, and ensuring customer satisfaction to build and maintain positive relationships. What are we looking for? Bachelor's degree Experience in the US retirement industry (not mandatory) Open core Night shifts based on business requirements Good verbal & written communication skills Good typing skill and attention to detail. Good time management skills Ability work independently 2+ years of experience in US Retirement Services domain – Defined Contributions - Managing participant level services Experience in Money In processes such as Contributions processing, loan repayments, Indicative data files and manual adjustments, Rollovers contribution, Suspense & Roles and Responsibilities: Processing monetary and non-monetary transactions for assigned clients\transactions. Includes Contributions, loan repayments, Indicative data files and manual adjustments, Rollovers etc. Ensures all items are processed and\or resolved in a time. Supports business in ensuring positive audit results Complies with all client policies, procedures, and Federal/State/Local regulations and escalates issues to the management. Perform research on all processing irregularities and drive issues to resolution Strict adherence non-disclosure of client information by preserving client confidentiality. Researching on any queries/ requests sent by the Business Partners/Client Support Teams and replying the same with minimum response time. Taking active participation in process improvements and automation. Ensure Quality Control standards that have been set are adhered to. Excellent organizational skills with ability identify and prioritize high value transactions. Completing assigned responsibilities and projects within timelines apart from managing daily BAU. Qualification Any Graduation

Posted 2 months ago

Apply

1 - 3 years

1 - 5 Lacs

Hyderabad

Work from Office

Skill required: Retirement Solutions - Customer Service Designation: Customer Service Associate Qualifications: Any Graduation Years of Experience: 1 to 3 years What would you do? 1+ years of experience in US Retirement Services domain – Defined Contributions – Managing Institutional contributions/ payroll contributions Alternatively, 1+ years experience in payroll processing (preferred) Remittance file management, Incoming contribution management, Payroll file management, Suspense resolution, Client communication (email and phone), Lockbox management Process incoming contributions for assigned clients\transactions. Includes;oManual formatting nonstandard payroll files received (large data), excellent excel skills, data formatting, text to column de-limit. Analytical skills to separate out various contribution sources oSuspense resolution, research and match contributions that don't auto match to a sourceoResolve errors from a remittance file and review reports prior to postingoIndividual contributions - Create deposit TSA/ TPA others, based on contribution received from Lockbox, Wire, ACH, Cheques Communication:Work with plan administrators and Customer Service Management via email and phone for sending Good Order Notices (GON) and or payroll issues oresolve suspense contributions Ensures all items are processed and\or resolved in a time. Supports business in audit processes. Complies with all client policies, procedures, and Federal/State/Local regulations and escalates issues to the management. Perform research on all processing irregularities and drive issues to resolution Strict adherence to non-disclosure of client information by preserving client confidentiality. Research on any queries/ requests sent by the Business Partners/Client Support Teams and replying the same with stipulated time Take active participation in process improvements and automation opportunities. Ensure Quality Control standards that have been set are adhered to. Excellent organizational skills with ability identify and prioritize high value/ aging transactions. Completing assigned responsibilities and projects within timelines What are we looking for? NANA Roles and Responsibilities: Bachelor's degree Experience in the US retirement industry Experience using Omni or any other Record Keeping platform (preferred) Open core Night shifts based on business requirements Good verbal & written communication skills in English Good typing skill and attention to detail. Good time management skills Ability work independently Qualification Any Graduation

Posted 2 months ago

Apply

3 - 5 years

2 - 5 Lacs

Bengaluru

Work from Office

Skill required: Retirement Solutions - Retirement Planning Services Designation: Customer Service Analyst Qualifications: Any Graduation Years of Experience: 3 to 5 years What would you do? Lead conversion design sessions with the client and produce design documents and mapping/transformation documents. Transitioning end to end DC 401(k), 403(b) retirement plans from prior service provider/recordkeeper to current service provider (current organization) which involved transfer of plan assets and participant records, conversion data files. Research, analyze and recommend data conversion strategies for complex retirement plans, analyze client data in the format it is received, identify data deficiencies, define remediation of deficiencies, and construct a statement of work that properly outlines the conversion process to reformat into data requirements. Manage and lead the migration and testing of static data and transaction data for the plan conversion.Retirement solution is a comprehensive process to understand how much money you will need when you retire. Retirement solution also helps you identify the bestCovers the full range of services needed throughout a plans life, including plan development & enhancement, sales & marketing, plan sponsor/institutional client onboarding/management, participant enrollment/management, sponsor and member servicing & reporting. Their products consist of individual retirement accounts (Roth IRA), college savings accounts, guaranteed investment contracts, fixed & variable deferred annuities (qualified & non qualified), as well as corporate retirement funds. What are we looking for? Working knowledge of Microsoft Access, Excel, SQL and other ETL tools is required. Demonstrated aptitude in data, metrics, analysis and trends and applied knowledge of measurement, statistics and program evaluation. Basic level of understanding of the proprietary systems, administration services, and the related data services. Basic knowledge of conversion reconciliation methodology. Strong organizational and detail orientation skills, ability to work well with both technical and non-technical resources. Proven ability to work independently and with a team in a results/deadline driven environment. 3+ years of experience in US Retirement Services domain – managing services for Defined Contribution plans Minimum 3 years of experience in a data analyst position in the Plan conversion (defined contributions) team with basic professional MS Access Database & SQL query experience preferred Working knowledge of Microsoft Access, Excel, SQL and other ETL tools is required. Ability to manage large data sets (census files, financial/payroll files) for Defined Contribution plans – 401(k), 403(b), 457 Roles and Responsibilities: Lead conversion design sessions with the client and produce design documents and mapping/transformation documents. Transitioning end to end DC 401(k), 403(b) retirement plans from prior service provider/recordkeeper to current service provider (current organization) which involved transfer of plan assets and participant records, conversion data files. Research, analyze and recommend data conversion strategies for complex retirement plans, analyze client data in the format it is received, identify data deficiencies, define remediation of deficiencies, and construct a statement of work that properly outlines the conversion process to reformat into data requirements. Manage and lead the migration and testing of static data and transaction data for the plan conversion. Effectively communicate the data requirements with the client, record-keeper or project team, negotiate or consult the client or record keeper to best practices and perform a code-based programming solution to achieve a successful data conversion. You are expected to take ownership of each conversion with high quality and consistent on-time results. Have full accountability for the data conversion development life cycle and methodology. This includes project requirements, client acceptance, time line creation, implementation, testing, production activities. Build files that transform massive amounts of data into the client Retirement product requirements and formatting. Develop reports for internal and external business partners using SQL Server, MS Access, Cognos, and Discovery. Perform data migration audits, reconciliation, and exception reporting as necessary. Collaborate with the record-keeper, internal project management, and client data end users. Qualification Any Graduation

Posted 2 months ago

Apply

3 - 5 years

2 - 5 Lacs

Hyderabad

Work from Office

Skill required: Retirement Solutions - Customer Service Designation: Customer Service Analyst Qualifications: Any Graduation Years of Experience: 3 to 5 years What would you do? " 4+ years of experience in US Retirement Services domain – Defined Contributions – Managing Institutional contributions/ payroll contributions Alternatively, 3+ years experience in payroll processing (preferred) Remittance file management, Incoming contribution management, Payroll file management, Suspense resolution, Client communication (email and phone), Lockbox management Process incoming contributions for assigned clients\transactions. Includes;oManual formatting nonstandard payroll files received (large data), excellent excel skills, data formatting, text to column de-limit. Analytical skills to separate out various contribution sources oSuspense resolution, research and match contributions that don't auto match to a sourceoResolve errors from a remittance file and review reports prior to postingoIndividual contributions - Create deposit TSA/ TPA others, based on contribution received from Lockbox, Wire, ACH, Cheques Communication:Work with plan administrators and Customer Service Management via email and phone for sending Good Order Notices (GON) and or payroll issues oresolve suspense contributions Ensures all items are processed and\or resolved in a time. Supports business in audit processes. Complies with all client policies, procedures, and Federal/State/Local regulations and escalates issues to the management. Perform research on all processing irregularities and drive issues to resolution Strict adherence to non-disclosure of client information by preserving client confidentiality. Research on any queries/ requests sent by the Business Partners/Client Support Teams and replying the same with stipulated time Take active participation in process improvements and automation opportunities." What are we looking for? " Ensure Quality Control standards that have been set are adhered to. Excellent organizational skills with ability identify and prioritize high value/ aging transactions. Completing assigned responsibilities and projects within timelines apart from managing daily BAU." Roles and Responsibilities: " Bachelor's degree Experience in the US retirement industry Experience using Omni or any other Record Keeping platform (preferred) Open core Night shifts based on business requirements Good verbal & written communication skills in English Good typing skill and attention to detail. Good time management skills Ability work independently" Qualification Any Graduation

Posted 2 months ago

Apply

3 - 5 years

2 - 5 Lacs

Bengaluru

Work from Office

Skill required: Retirement Solutions - Retirement Planning Services Designation: Customer Service Analyst Qualifications: Any Graduation Years of Experience: 3 to 5 years What would you do? Flawless configuration of plan setup, Payroll file review and plan maintenance Oversees and leads the implementation of all complex, sensitive Third-Party Administrators, Retirement Plan Administration and bundled new business/conversion plans. Excellent communication skills and ability to interact with all levels of end users, technical resources, advisory, plan sponsors, administrators, prior record keepers and funding providers to coordinate all activities within the new business/conversion experience. Coaching and mentoring others to draw out their skills and expertiseRetirement solution is a comprehensive process to understand how much money you will need when you retire. Retirement solution also helps you identify the bestCovers the full range of services needed throughout a plans life, including plan development & enhancement, sales & marketing, plan sponsor/institutional client onboarding/management, participant enrollment/management, sponsor and member servicing & reporting. Their products consist of individual retirement accounts (Roth IRA), college savings accounts, guaranteed investment contracts, fixed & variable deferred annuities (qualified & non qualified), as well as corporate retirement funds. What are we looking for? 3+ years of experience in US Retirement Services domain – managing services for Defined Contribution plans Minimum 3+ years of experience in managing all aspects of the Payroll Maintenance deliverables and the new business/conversion process with Internal new business/Conversion teams, Sales and Administrators to ensure a successful conversion for Defined Contribution plans (Preferably 403(b)). Strong project management skills. Strong knowledge of Defined Contribution plans – 401(k), 403(b), 457, etc. Well versed with retirement plan funding platforms and ERISA fundamentals and concepts (eligibility, vesting, Enrollment) Working knowledge of Microsoft Access, SQL and other ETL tools is required. Ability to manage large data sets (census files, financial/payroll files) for Defined Contribution plans – 401(k), 403(b), 457 Proficient in MS Office applications – Word, Excel & PowerPoint Excellent written, verbal and presentation skills (internal and external presentations) ASPPA certified oRetirement Plan Fundamentals - RPFoQualified 401(k) Administrator - QKAoQualified 401(k) Consultant- QKC Project Management CertificationoPMP Roles and Responsibilities: Flawless configuration of plan setup, Payroll file review and plan maintenance Oversees and leads the implementation of all complex, sensitive Third-Party Administrators, Retirement Plan Administration and bundled new business/conversion plans. Excellent communication skills and ability to interact with all levels of end users, technical resources, advisory, plan sponsors, administrators, prior record keepers and funding providers to coordinate all activities within the new business/conversion experience. Coaching and mentoring others to draw out their skills and expertise Decisive, creative, and adaptable, with experience developing and executing solutions for clients while balancing business goals and priorities Work closely with the assigned Relationship Manager, ongoing Account Manager and various internal business partners to ensure a smooth transition at the end of the project. Monitoring and reporting on project status. Also, identify and lead quality improvement initiatives and other special projects for the team Maintaining knowledge of ERISA, IRS and DOL regulations and understanding the impact of pending legislation. Leading multiple projects and prioritizing workload based on urgency, importance, client expectations and business needs, delegating decision-making to team members as appropriate Developing project timelines and ensuring that project team members complete requirements on time, while anticipating challenges and formulating solutions before the project is adversely impacted Provide consultative solutions for Client's Retirement Services best practices and ensure details are understood so that our administrative processes and system(s) are established correctly to include but not limited to plan design details that affect pricing, eligibility, data exchanges, contracts, and transactional processing. Support RFP process for new business to identify potential solutions based on Implementations Service model and scope. Perform root cause analysis and resolution to complex problems. Conduct lessons learned at the end of each implementation phase for continuous improvement purposes. Research, analyze and recommend Payroll data conversion strategies for complex retirement plans, analyze client data in the format it is received, identify data deficiencies, define remediation of deficiencies, and construct a statement of work that properly outlines the payroll process to reformat into data requirements. Qualification Any Graduation

Posted 2 months ago

Apply

3 - 5 years

2 - 5 Lacs

Bengaluru

Work from Office

Skill required: Retirement Solutions - Retirement Planning Services Designation: Customer Service Analyst Qualifications: Any Graduation Years of Experience: 3 to 5 years What would you do? Flawless configuration of plan setup and plan maintenance Oversees and leads the implementation of all complex, sensitive Third-Party Administrators, Retirement Plan Administration and bundled new business/conversion plans. Excellent communication skills and ability to interact with all levels of end users, technical resources, advisory, plan sponsors, administrators, prior record keepers and funding providers to coordinate all activities within the new business/conversion experience. Coaching and mentoring others to draw out their skills and expertise Decisive, creative, and adaptable, with experience developing and executing solutions for clients while balancing business goals and prioritiesRetirement solution is a comprehensive process to understand how much money you will need when you retire. Retirement solution also helps you identify the bestCovers the full range of services needed throughout a plans life, including plan development & enhancement, sales & marketing, plan sponsor/institutional client onboarding/management, participant enrollment/management, sponsor and member servicing & reporting. Their products consist of individual retirement accounts (Roth IRA), college savings accounts, guaranteed investment contracts, fixed & variable deferred annuities (qualified & non qualified), as well as corporate retirement funds. What are we looking for? 3+ years of experience in US Retirement Services domain – managing services for Defined Contribution plans 3+ years of experience in managing all aspects of the implementations project life cycle deliverables and the new business/conversion process with Internal new business/Conversion teams, Sales and Administrators to ensure a successful conversion for Defined Contribution plans (Preferably 403(b)). Strong project management skills. Strong knowledge of Defined Contribution plans – 401(k), 403(b), 457, etc. Well versed with retirement plan funding platforms and ERISA fundamentals and concepts (eligibility, vesting) Proficient in MS Office applications – Word, Excel & PowerPoint Excellent written, verbal and presentation skills (internal and external presentations) ASPPA certified oRetirement Plan Fundamentals - RPFoQualified 401(k) Administrator - QKAoQualified 401(k) Consultant- QKC Project Management CertificationoPMP Roles and Responsibilities: Flawless configuration of plan setup and plan maintenance Oversees and leads the implementation of all complex, sensitive Third-Party Administrators, Retirement Plan Administration and bundled new business/conversion plans. Excellent communication skills and ability to interact with all levels of end users, technical resources, advisory, plan sponsors, administrators, prior record keepers and funding providers to coordinate all activities within the new business/conversion experience. Coaching and mentoring others to draw out their skills and expertise Decisive, creative, and adaptable, with experience developing and executing solutions for clients while balancing business goals and priorities Work closely with the assigned Relationship Manager, ongoing Account Manager and various internal business partners to ensure a smooth transition at the end of the project. Monitoring and reporting on project status. Also, identify and lead quality improvement initiatives and other special projects for the team Maintaining knowledge of ERISA, IRS and DOL regulations and understanding the impact of pending legislation. Leading multiple projects and prioritizing workload based on urgency, importance, client expectations and business needs, delegating decision-making to team members as appropriate Developing project timelines and ensuring that project team members complete requirements on time, while anticipating challenges and formulating solutions before the project is adversely impacted Stays current on ERISA-based knowledge, plan design activity, bundled plan administration and employs optimal practices when driving the new business/conversion project management protocols. Provide consultative solutions for Client's Retirement Services best practices and ensure details are understood so that our administrative processes and system(s) are established correctly to include but not limited to plan design details that affect pricing, eligibility, data exchanges, contracts, and transactional processing. Support RFP process for new business to identify potential solutions based on Implementations Service model and scope. Perform root cause analysis and resolution to complex problems. Conduct lessons learned at the end of each implementation phase for continuous improvement purposes. Manage simple to complex fund changes/fund exchange Qualification Any Graduation

Posted 2 months ago

Apply

1 - 3 years

3 - 3 Lacs

Jaipur

Work from Office

We are hiring 401K Benefits/Leave benefits Admin for Jaipur Location. Experience: 1-3 years Qualification: Any graduate- full time education Shift: US SHIFT Notice Period - Immediate to 15 days Location:Jaipur Benefits: 401K Benefits, Leave benefits Retiree Admin 401K file validations, reviewing error reports, etc. - 401k indicative data file weekly - 401k flag check weekly - DCP eligibility file - weekly - 401k reconciliation file (deferral and loans) - weekly Retiree Admin Grandfathered benefit maintenance - Includes running reports, table compares, updating benefits, accordingly, initiating pension process & adjusting life insurance amounts. Leave of Absence Admin: - Review standard LOA requests (incl. company & state leaves) - Confirm eligibility (length, type etc.) and communicating with ee, mgr. and hr. Thanks & Regards, Talent Acquisition Infosys BPM

Posted 2 months ago

Apply

1 - 3 years

4 - 5 Lacs

Noida, Greater Noida, Delhi / NCR

Work from Office

EXL is hiring executives for Retirement process! Walk-in drive on 8th May 25. Eligibility criteria- Experience required: Minimum 12 months of experience in retirement Insurance domain with hands on experience of define contributions. •Eligibility: Only Retirement Insurance experience candidates. •Qualification: Any Graduate. •CTC: 4.00 LPA to 5.50 LPA + Monthly performance-based incentives. Job specifics- Designation: Executive (Band A1) •Shifts Timings: US shifts •Work Module: Work from office (5 days working week) •Work Location: Sector-144, Noida •Cab Facility: Both Side Walk-in details- Date & Time: 8th May 25 | 11:00 AM to 1:30 PM •Venue: •Candidates must carry 2 hardcopies of updated resume, Pan Card/Aadhar Card original + Xerox copy and recent colour passport size photograph •Electronic gadgets other than mobile phone is not allowed inside premises.

Posted 2 months ago

Apply
cta

Start Your Job Search Today

Browse through a variety of job opportunities tailored to your skills and preferences. Filter by location, experience, salary, and more to find your perfect fit.

Job Application AI Bot

Job Application AI Bot

Apply to 20+ Portals in one click

Download Now

Download the Mobile App

Instantly access job listings, apply easily, and track applications.

Featured Companies