Retirement Plan Specialist

Job Description

Maximum 3 - 8 year's experience in Retirement Services expertise along with knowledge in one or more of following: ‎ ‎1. Defined Benefits Operations (E.g. - Benefits calculations, Benefits Review), Benefits Calculation for Retirement, Termination, Disability, Death, Divorce, Proficiency in MS Excel, and experience in performing manual calculations. ‎2. ERISA Compliance - US Retirement Plan Testing & Reporting experience. Form 5500 responses to auditor questions ‎ ‎ a) Preparing responses to external auditor questions on the data provided to them in the plan's year end trust statement and supplemental reports.3. Money In and Loans ‎ ‎ a) Must have experience in handling money in & Loan related activities, i.e., Check processing, contribution, loan initiation, Loan repayments, Reamortization etc.4. Disbursements: Distributions/Disbursements such as Hardship withdrawals, QDRO, RMD, In-service distributions, loans or experience in processing 401K contribution, loan repayments etc. ‎ ‎Industry certifications (ASPPA RPF) will be added advantageHandling tasks and providing resolution within TATStaying current with knowledge of products/ processes & services offered by the clientEnsure full adherence to all the quality parameters.Ensure 100% adherence to schedule. Note: Candidate should be ready to work in Flexible Night Shift.Looking for immediate joiners to 30 days of Notice period max.Passport is Mandatory.