67 Defined Contribution Jobs - Page 3

Job Role - Sr. Process Specialist - DB Responsibilities: Independently analyze and process complex process retirement calculations and transactions within established timing and quality standards. Serve as a resource for calculation and transaction interpretation. Assist in the management and review of participant data and retirement information. Provide informal oversight and may perform quality review of transactions and calculations. Perform retirement calculations and transactions taking into consideration compliance requirements, client/legal documents and tax considerations. Investigate and resolve calculation and transaction problems. Meet performance measurement standards to ensure calculations are timely and of high quality. Provide positive informal leadership influence and support to all team members. Share knowledge, perhaps acting as a subject matter expert and be a mentor resource to internal business partners. Effectively communicate with internal business partners to resolve problems. Report and communicate problems and work with appropriate technical and actuarial areas for resolution as needed. Identify and recommend the most effective system solutions, workflows and procedures for the maintenance and improvement of customer service. Perform other job-related duties or special projects as required.

Apply Here: https://forms.gle/LZHxBMZUSx3UYGPT7 (Copy/paste in browser) Job Domain: 401K Retirement Process Experience Level: 10-17 Years Shift : Flexible to work in night shifts is mandatory Days Off: Fixed Saturday and Sunday (Flexible to support on Saturday if required) Location: Work from Office Job Summary: We are seeking an experienced Assistant Manager to join our Retirement Services team, with a focus on 401K, Defined Contributions/Benefits and team management. The ideal candidate will have a strong background in the retirement industry, with proven expertise in handling Enrollments, Money-In, Money-Out, and compliance testing. This role requires someone who can work independently and collaboratively with cross-functional teams, while managing key deliverables and ensuring accurate management reporting. Key Responsibilities: Oversee the Retirement Process, including 401K, Defined Contributions, and Defined Pensions. Manage and optimize workflows, ensuring deliverables are met within defined Turnaround Times (TATs). Act as a Subject Matter Expert (SME) for assigned processes, providing guidance and support as needed. Collaborate with Line of Business (LOB) partners and business units across regions to maintain high levels of engagement and communication. Handle complex enrollment, reconciliation, and money movement (Money-In, Money-Out) processes. Ensure process documentation is up-to-date, making amendments as necessary based on business and regulatory changes. Prepare and present reports for management, highlighting key metrics and performance indicators. Qualifications and Skills: Experience: 10-17 years of core experience in retirement services, specifically in Enrollments, Money-In, Money-Out, and Reconciliation. Education: Bachelors or Masters in Commerce (B.Com / M.Com) or MBA in Finance. Industry Knowledge: Strong understanding of 401K, Defined Contributions, Pension claims, US Pension Retirement accounts, and Insurance Claims. Technical Skills: Proficiency in MS Office Suite, with hands-on experience in retirement claims management and reconciliation. Communication: Excellent verbal and written communication skills, with the ability to engage and build relationships with business partners across regions. Shift Flexibility: Ability to work in shifts and extend hours as per business requirements. Apply Here: https://forms.gle/LZHxBMZUSx3UYGPT7 (Copy/paste in browser)

Apply Here: https://forms.gle/LZHxBMZUSx3UYGPT7 (Copy/paste in browser) Job Domain: 401K Retirement Process 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) Location: Work from Office Job Summary: We are seeking an experienced Senior Financial Associate to join our Retirement Services team, with a focus on 401K, Defined Contributions, and Pension processes. The ideal candidate will have a strong background in the retirement industry, with proven expertise in handling Enrollments, Money-In, Money-Out, and Reconciliation processes, compliance testing . This role requires someone who can work independently and collaboratively with cross-functional teams, while managing key deliverables and ensuring accurate management reporting. Key Responsibilities: Oversee the Retirement Process, including 401K, Defined Contributions, and Defined Pensions. Manage and optimize workflows, ensuring deliverables are met within defined Turnaround Times (TATs). Act as a Subject Matter Expert (SME) for assigned processes, providing guidance and support as needed. Collaborate with Line of Business (LOB) partners and business units across regions to maintain high levels of engagement and communication. Handle complex enrollment, reconciliation, and money movement (Money-In, Money-Out) processes. Ensure process documentation is up-to-date, making amendments as necessary based on business and regulatory changes. Prepare and present reports for management, highlighting key metrics and performance indicators. Qualifications and Skills: Experience: 1-10 years of core experience in retirement services, specifically in Enrollments, Money-In, Money-Out, and Reconciliation. Education: Bachelors or Masters in Commerce (B.Com / M.Com) or MBA in Finance. Industry Knowledge: Strong understanding of 401K, Defined Contributions, Pension claims, US Pension Retirement accounts, and Insurance Claims. Technical Skills: Proficiency in MS Office Suite, with hands-on experience in retirement claims management and reconciliation. Communication: Excellent verbal and written communication skills, with the ability to engage and build relationships with business partners across regions. Shift Flexibility: Ability to work in shifts and extend hours as per business requirements. Apply Here: https://forms.gle/LZHxBMZUSx3UYGPT7 (Copy/paste in browser)

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

Company Description: As a leading global investment management firm, AB fosters diverse perspectives and embraces innovation to help our clients navigate the uncertainty of capital markets. Through high-quality research and diversified investment services, we serve institutions, individuals and private wealth clients in major markets worldwide. Our ambition is simple: to be our clients most valued asset-management partner. With over 4,000 employees across 51 locations in 25 countries, our people are our advantage. We foster a culture of intellectual curiosity and collaboration to create an environment where everyone can thrive and do their best work. Whether youre producing thought-provoking research, identifying compelling investment opportunities, infusing new technologies into our business or providing thoughtful advice to clients, we re looking for unique voices to help lead us forward. If you re ready to challenge your limits and build your future, join us. Describe the role: This position will be responsible for executing a wide range of processes within Fund Services and the Client Group. This includes, but is not limited to, anti-money laundering transaction monitoring, review of accounts/holdings against matches on sanctions lists/adverse media, trading functions for Defined Contribution plans, and trading/reporting functions for pooled and single Equitable Separate Account s. The best candidate for this position will possess outstanding analytical and problem-solving skills, strong stakeholder focus, and excellent communication skills. This individual should also be highly organized and detail oriented. The key job responsibilities include, but are not limited to: Conduct research/analysis, and monitor account transactions to safeguard the firm against money laundering Perform review, assess match validity, and document research details on accounts and holdings in relation to hits on sanctions lists and adverse media Execute trading related functions for Defined Contribution Plans, and ensure delivery/confirmation of daily trades Process, reconcile, and generate reporting on Separate Account transactions and their corresponding money movements Perform ancillary tasks to support functions within Fund Services and the Client Group Develop and maintain relationships with internal and external clients Update documentation of department processes and procedures Meet SLA delivery and productivity targets for each function Meet quality standards as outlines by department management What is the professional development value of this role, i.e. what learning and professional growth does the role offer the candidate? This is an opportunity to contribute to various teams critical functions across ABIS. This individual will be able to learn numerous functions within operations to enhance their skillsets. The candidate will be encouraged to develop better practices for existing tasks, enhance procedures and cross train on various areas of our business. Job Qualifications (The ideal candidate should have the following): Qualifications, Experience, Education: The ideal candidate should have a bachelor s degree or equivalent in Finance, Economics, Accounting or another relevant discipline that provides an understanding and interest in the financial markets and trade flow Experience in compliance-focused processes and strong aptitude in researching and analyzing risk 3-5 years experience in financial back-office operations and transfer agency processes Experience working within a team environment with time sensitive deadlines is required Skills: Detail-oriented - Delivers high quality, accurate work in a fast-paced environment Organized and thorough - Establishes priorities and follows through on tasks to completion Strong analytical skills - Ability to follow documented procedures and apply sound professional judgment The individual will be expected to work as a part of a global team and will need to be able to communicate effectively with various internal and external teams. Candidates should have a strong ability to work in a collaborative environment exhibiting strong verbal and written communication skills Ability to work in a fast paced, dynamic, and changing environment which includes daily interaction internally and externally with various Transfer Agent and Operations teams Working knowledge in MS Excel and MS Access is a plus Special Knowledge (if applicable): Strong knowledge of transfer agency compliance requirements and business operations, as well as familiarity with capital markets, banking, and securities Pune, India

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)

Job description We have a vacancy with below details, Role : 401K process Experience -2-6 Notice Period : Immediate to 45 days ( Currently serving) Work Mode : WFO Shift Timings: US shifts 5:30 PM2:30 AM Key Skills: 401K, US Retirement Process, Define benefits, Defined contribution We are seeking an experienced Senior Financial Associate to join our Retirement Services team, with a focus on 401K, Defined Contributions, and Pension processes. The ideal candidate will have a strong background in the retirement industry, with Proven expertise in 401K retirement process from Enrollments, Money-In, Money-Out, new comparability, 5500 forms, and compliance testing, onboarding & off boarding of 401K accounts. This role requires someone who can work independently and collaboratively with cross-functional teams, while managing key deliverables and ensuring accurate management reporting

Job description We have a vacancy with below details, Role : Compliance Testing Experience -2-16 Notice Period : Immediate to 45 days ( Currently serving) Work Mode :WFO Shift Timings: Rotational shifts (8:00 AM5:00 PM, 1:00 PM10:00 PM, 5:30 PM2:30 AM) Key Skills: Compliance Testing,401K Process ADP/ACP testing, Top Heavy and Coverage testing, 5500 form processing, Compliance testing, 401K Process We are seeking an experienced Senior Financial Associate to join our Retirement Services team, with a focus on 401K, Defined Contributions, and Pension processes. The ideal candidate will have a strong background in the retirement industry, with Proven expertise in 401K retirement process from Enrollments, Money-In, Money-Out, new comparability, 5500 forms, and compliance testing, onboarding & off boarding of 401K accounts. This role requires someone who can work independently and collaboratively with cross-functional teams, while managing key deliverables and ensuring accurate management reporting.

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.

Capita Hiring for Team Manager UK Pensions, Pune Immediate Joiners & on Notice Candidates Welcome | Work from Office Capita is a leading UK-based outsourcing and professional services company. We are expanding our UK Pensions team in Pune and hiring experienced professionals in bulk. Role : Team Manager - UK Pensions Location : Magarpatta SEZ, Pune Type : Full-time, Permanent Shift : UK Shifts (Monday to Friday) Mode : Work from Office Transport : Two-way cab provided Role & responsibilities Possess working knowledge and experience in managing UK Pensions back-office employees, with a solid understanding of internal service level agreements (SLAs) and expertise in defined benefit (DB) pension schemes. Demonstrate proven experience in managing relationships with both internal and external stakeholders. Exhibit leadership and management skills, including handling employee relations (ER) issues, and applying core disciplines such as motivation, planning, and change management. Collaborate with team members to meet customer needs in a responsive and efficient manner. Capita India Pvt. Ltd. Page 2 of 3 Job Description: Team Manager Pension Solutions Provide coaching, mentoring, and development to others, offering guidance and support to help individuals grow professionally. Create comprehensive, well-structured, and insightful reports, showcasing experience in report writing. Utilize strong project management skills to understand and interpret project plans, prioritize tasks, evaluate and track progress, manage project deliverables, and support teams through change. Interpret statistics and drive improvements with data analysis skills. Communicate effectively, both verbally and in writing, managing conflicting relationships and adapting communication styles to suit the audience. Be proficient in Microsoft Office applications, including Excel, and demonstrate computer literacy. Exhibit strong organizational and prioritization skills, with effective time management. Show passion and motivation to succeed as part of a team, contributing to collective goals and fostering a positive and collaborative work environment. Empower the team and provide support to enhance their technical competency, improve delivery efficiency, and achieve quality output, while meeting individual, team, and departmental objectives. Manage resource allocation, including daily/weekly demand data analysis and evaluation of resource availability, to ensure contracted and operational targets are met, supporting other teams as needed. Manage employment related issues, actively involved in hiring, training and evaluating employees Actively participating in hiring, training, and evaluating employees. Attend onshore training to reduce queries and enhance knowledge enablement. Represent the team in department and company activities and projects, engaging in discussions and plans. Drive employee engagement Preferred candidate profile 7+ years of DB/DC experience in UK Pensions 3+ years as TM for DB/DC Pensions team Good communication (both written and spoken) How to Apply Email your resume to : pradnya.rane@capita.com

Comprehend and articulate a query or complaint raised by the customer and be able to provide an effective and accurate response Process requests of Policyholders & Financial Advisors Accuracy & productivity in process execution Process improvements Required Candidate profile Minimum of 1-2 years of UK Pensions experience in Defined Benefits & Defined Contribution Excellent communication skills as they would be interacting with the UK Clients Flexible to work in UK Shift

Apply Here: https://forms.gle/LZHxBMZUSx3UYGPT7 (Copy/paste in browser) Job Domain: 401K Retirement Process Experience Level: 7-12 Years Shift : Flexible to work in night shifts is mandatory Days Off: Fixed Saturday and Sunday (Flexible to support on Saturday if required) Location: Work from Office Job Summary: We are seeking an experienced Senior Financial Associate to join our Retirement Services team, with a focus on 401K, Defined Contributions, and Pension processes. The ideal candidate will have a strong background in the retirement industry, with proven expertise in handling Enrollments, Money-In, Money-Out, and Reconciliation processes, compliance testing . This role requires someone who can work independently and collaboratively with cross-functional teams, while managing key deliverables and ensuring accurate management reporting. Key Responsibilities: Oversee the Retirement Process, including 401K, Defined Contributions, and Defined Pensions. Manage and optimize workflows, ensuring deliverables are met within defined Turnaround Times (TATs). Act as a Subject Matter Expert (SME) for assigned processes, providing guidance and support as needed. Collaborate with Line of Business (LOB) partners and business units across regions to maintain high levels of engagement and communication. Handle complex enrollment, reconciliation, and money movement (Money-In, Money-Out) processes. Ensure process documentation is up-to-date, making amendments as necessary based on business and regulatory changes. Prepare and present reports for management, highlighting key metrics and performance indicators. Qualifications and Skills: Experience: 7-12 years of core experience in retirement services, specifically in Enrollments, Money-In, Money-Out, and Reconciliation. Education: Bachelors or Masters in Commerce (B.Com / M.Com) or MBA in Finance. Industry Knowledge: Strong understanding of 401K, Defined Contributions, Pension claims, US Pension Retirement accounts, and Insurance Claims. Technical Skills: Proficiency in MS Office Suite, with hands-on experience in retirement claims management and reconciliation. Communication: Excellent verbal and written communication skills, with the ability to engage and build relationships with business partners across regions. Shift Flexibility: Ability to work in shifts and extend hours as per business requirements. Apply Here: https://forms.gle/LZHxBMZUSx3UYGPT7 (Copy/paste in browser)

Finance Graduate (B.Com, BAF, BMS, BBA) Minimum 3 years of experience in UK Pensions Expertise in Defined Benefits (DB) and Defined Contribution (DC) schemes Excellent communication Skills Shifts - UK shifts

Job Purpose: Performs quality check and reviews of the projects processed by subordinates on the set protocols and always adhere to quality standard. Technical Responsibilities: Understanding and interpretation of Plan document and Adoption Agreement. Strong understanding of ERISA and IRCs. Quality control and in-depth Reviews of Defined Contribution Plan Administration related assignments/tasks. Ensure Eligibility and Contribution calculation are computed as per Plan provisions. Review Contribution like Profit Sharing, Match contribution, Safe Harbor Match and Safe Harbor Non Elective. Ensuring several compliance tests like Non Discrimination, Top Heavy, Coverage tests, Gateway and General Tests, Compensation tests etc. are computed in adherence to Plan provisions. Reviews of Trust Accounting, Loans and Distribution postings. Receivables identification. Earnings Allocations. Review of Form 5500 & its related schedules. Operation Responsibilities: Assists other team members in case of volume spikes to help in meeting team targets. Assisting subordinates and ensuring they have clear understanding about the assignments. Technical training and coaching to subordinates. Analysing and auditing documents, researching and resolving processing problems. Responding to queries. Resolves escalations/issues by investigating and composing responses. Maintains quality service by monitoring standards; advising/solving potential problems. Prepares reports by collecting and analysing information. Updates job knowledge by participating in educational opportunities. Required Qualifications: B.Com., M.Com., CA, ICWA, B.Sc./M.Sc. – Mathematics. Operational knowledge of MS Office and excellent English communication skills are mandatory. Required Experience: Overall 2 to 3 years of relevant experience in DC/401(k) Plan processing and 1 to 2 years of quality checks and reviews. So, overall 4-5 years of industry experience. Required Skills: Thoroughness, Attention to Detail, Research Skills, Problem Solving, Customer Focus, Quality Focus, Proactive, Dependability

Greetings from Capita We are hiring executives for UK Pension Administration for Pune location. Work Model: Work from Office Qualification Required: Graduation mandatory Location: Pune Experience Required: Minimum 3 years of experience in UK Pensions Expertise in Defined Benefits (DB) and Defined Contribution (DC) schemes Excellent communication skills required for client interactions with UK-based clients Shifts - UK shifts Interested folks can drop CVs on rahil.shaikh3@capita.com

Note : Flexibility to work in the EST North American time zone (from 5:30 PM to 2:30 AM IST). Candidate must have excellent communication skills Salary Package: 20% to 30% hike on your current CTC. Free pick up and drop facility will be provided within 35 Kms range Job Location is in Noida Sector 135 2 days working from office Senior Analyst, Operations DC Administration Please find the Company Profile and Job Description mentioned below. Telus International Health Care Domain is in the business of helping organizations help their people because we believe that engaged people are the driving force for society. Every day, the expertise of our employees is recognized as essential to the financial security, health and productivity of our clients and their people. We are always looking for talented professionals and strategic leaders who will listen and work togetherwith colleagues to form long-term relationships and to deliver integrated solutions that fit. As we continue to grow, were presently engaging with exceptional candidates interested in growing our global sales teams. Url: https://www.telusinternational.com Responsibilities Performs daily work such as data updates, member requested buys/sells, withdrawals, retirements, terminations, etc. and other transactions in accordance with plan rules and legislative requirement. Assists in the preparation of monthly reporting and reconciliations. Assists in the preparation of year-end statements and tax slips. Works with TELUS Health's internal software/systems such as Ariel DC. Receives and responds to routine plan enquiries and requests from clients and plan members. Takes direction from, and supports, senior team members. Attends internal training sessions to build knowledge of industry topics and trends Assists with special projects, as required Maintaining quality as per defined SLAs Completing assigned tasks within TAT Ensuring compliance of all internal policies Process improvement Providing timely updates to internal stakeholders and onshore counterparts. Succeeding as a Senior Analyst - Operations, will require the following core qualifications and skills 1-2.5 years of Defined Contribution pension administration experience must. Excellent analytical and learning skills. Exceptional client service with strong professional acumen Excellent communication (oral and written) and organizational skills. Advance proficiency in MS Office Suite (Word, Outlook); expert proficiency in Excel Dedicated team player, who demonstrates initiative and independence.

We will count on you to: Administration of retirement pension benefits Daily Work Management and processing Internal audit of the transactions Providing timely updates to SME/AM Driving Process improvements Written and verbal communication with onshore business partners • Ensuring compliance of all internal and client policies What you need to have? Graduate with minimum 1 years overall experience Knowledge of Superannuation domain or defined contributions / defined benefits preferred Good command on MS Office applications (MS-Excel, MS-Word) E-mailbox management skills preferred. Problem solving and analytical mindset. Ability to multitask, self-starter, supportive to change management. Good understanding of legislative and procedural changes What is in it for you? Medical insurance, personal accident insurance, group term life insurance from the day you join us Shared Transport (Provided the address falls in service zone) What makes you stand out? Adaptable communicator, facilitator, influencer and problem solver High attention to detail Good relationship skills, Proven ability to work on own initiative as well as in a team Adaptable communicator, facilitator and problem solver High attention to detail Ability to multi-task and prioritize time effectively