2.0 - 6.0 years

0 Lacs

karnataka

On-site

The Retirement Plan Services team is looking for a Retirement Planning Specialist (Level 3) with over 2.5 years of experience in financial services operations. The ideal candidate should have at least 12 months of expertise in Retirement Services, specifically in Defined Benefits Operations such as Benefits calculations, Benefits Review, Benefits Calculation for Retirement, Termination, Disability, Death, Divorce, Proficiency in MS Excel, and experience in performing manual calculations. Additionally, knowledge in ERISA Compliance and US Retirement Plan Testing & Reporting experience, including Form 5500 responses to auditor questions, is required. Industry certifications such as ASPPA RPF w...

Posted 2 months ago

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