Retirement Planning- Specialist

Overall >2.5 years of financial services operations expertise.

Mandatory 12 months of Retirement Services expertise along with knowledge in one or more of following:

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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.

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 Industry certifications (ASPPA RPF) will be added advantage

 Data Entry & Quantitative Decision Making

 Regularly displays the concepts of teamwork, accountability, and prioritization.

 Makes decisions within guidelines, balancing risk, and service needs, seeking assistance from manager as necessary

 Understanding of business rules

 Understanding task requirements

 Handling tasks and providing resolution within TAT

 Staying current with knowledge of products/ processes & services offered by the client

 Ensure full adherence to all the quality parameters.

 Ensure 100% adherence to schedule.

 Meet & exceed defined targets