Hiring Retirement Services Associate Money-In & Money-Out (Corrections

Axis Services

2 - 5 years

3 - 6 Lacs

bengaluru

Posted:1 week ago| Platform:

Apply

Skills Required

benefits administration retirement benefits mimo 401k retirement planning corrections defined contribution money out pension administration retirement

Work Mode

Work from Office

Job Type

Full Time

Job Description

Hiring for Senior Associate / Specialist, Retirement Services (Money-In & Money-Out)

Bangalore | | Immediate Joiners || 2+ Years Experience || 2 Way Cab ||

We are looking for a professional with experience in Retirement Servicesfocused on Money-In & Money-Out (MIMO), Corrections, and Tax Reportingto support U.S. retirement plan operations (401k, IRA, etc.).

Key Responsibilities

Process Money-In & Money-Out transactions (
contributions, withdrawals, loans, rollovers).
Need 25 years 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.

Requirements

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.

HR Bhavana - 8374730176

Bhavana.D@axisservice.co.in

More Jobs at Axis Services

Hiring AR Callers (US Healthcare) & AR Team Lead || Upto 70k ||

Chennai, Hyderabad, Mumbai (All Areas)

1 - 6 yrs

INR 3 - 8 Lacs

AR Caller - US Healthcare (Denials) || Upto 40K Takehome|| Hyderabad

Bengaluru, Hyderabad

1 - 5 yrs

INR 1 - 6 Lacs

AR Caller - Hospital Billing (UB04)|| Upto 45K Takehome || Bangalore

Bengaluru

1 - 4 yrs

INR 1 - 6 Lacs

Hiring For AR Caller || up To 40k Take Home || CAB + Incentive ||

Chennai, Hyderabad, Mumbai (All Areas)

2 - 7 yrs

INR 2 - 5 Lacs

Were Hiring Clinical Investigator / Reviewer | Hyderabad | Upto 7 LPA

Hyderabad, Chennai, Mumbai (All Areas)

1 - 6 yrs

INR 3 - 7 Lacs

Mock Interview

Practice Video Interview with JobPe AI

Start Job-Specific Interview

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.