2 - 3 years
2 - 6 Lacs
Posted:16 hours ago|
Platform:
Work from Office
Full Time
We are looking for a professional with experience in Retirement Services focused on Money-In & Money-Out (MIMO), Corrections, and Tax Reporting to support U.S. retirement plan operations (401k, IRA, etc.).
Process Money-In & Money-Out transactions (contributions, withdrawals, loans, rollovers).
Need exp in Retirement Services / Defined Contribution Operations
Handle corrections, adjustments, and transactional reconciliations.
Support tax reporting activities (1099-R, 5498, 1042-S).
Ensure compliance with IRS/DOL/ERISA guidelines.
Work closely with internal teams to resolve discrepancies.
Strong knowledge of taxability, penalties, RMD rules, hardships, QDRO, and ERISA guidelines
Understanding of retirement markets: 401(k), 403(b), 457, IRA, LOSAP, governmental/top-hat plans.
2+ years in Retirement Services, BPO, recordkeeping, brokerage, or plan administration.
Strong understanding of U.S. retirement plans and tax forms.
Excellent analytical & communication skills.
Exposure to BPO, recordkeeping, brokerage, or plan administration environments
*Immediate joiners preferred or who are already serving notice period are acceptable.*
Contact Details:
Thanks & Regards,
Axis Services
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