Retirement Plan Design Specialist - PA2026PlanDesign_Q2_R001

SS&C • Kansas City, MO

19d • Hybrid

About The Position

As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology. Job Description Retirement Plan Design Specialist Locations: Braintree, MA | Kansas City, MO | Dublin, OH - Hybrid Get To Know The Team: The Retirement Plan Design Team provides document and regulatory services for Retirement Solutions. The Retirement Plan Design Specialists focus on providing consultative services for qualified retirement plans, including but not limited to pre-sale support, post-sale support, document design, amendments, restatements, and regulatory changes. The Retirement Plan Design Specialists utilize their ERISA knowledge and experience to design plans and educate plan sponsors to help meet company’s goals and objectives. The Retirement Plan Design Specialists work closely with associates in Account Management, Implementation, Conversions, and Reporting and Testing. Why You’ll Love It At SS&C! Flexibility: Hybrid Work Model & Business Casual Dress Code, including jeans Your Future: Generous 401(k) Matching Program, Tuition & Professional Development Reimbursement Opportunities. Work/Life Balance : Flexible Personal & Vacation Time Off, Sick Leave Policy, Paid Company Holidays Your Well-being: Medical, Dental, Vision, Life Insurance, Short & Long-Term Disability, Global Employee Assistance, Parental Leave, and more Wide Ranging Perspectives: Committed to Celebrating the Variety of Backgrounds, Talents and Experiences of Our Employees Training : Hands-On and Customized by your Team, including Technical and E-Learning Resources Extra Perks: Discounts on fitness memberships, cell provider, childcare, travel, and more!

Requirements

• 5 years of retirement plan related work experience.
• Detailed plan design and documentation knowledge, including familiarity with preapproved plan documents
• Familiarity with all retirement plan types, including profit sharing, 401(k) money purchase, 401(a) 403(B), 457(b) and 457(f)
• Detailed knowledge of the retirement industry and product trends
• Strong Communication Skills - Ability to communicate concisely and effectively, both verbally and in writing
• Able to work in the local office 6 days per month

Nice To Haves

• Experience in plan design or plan administration preferred.
• ASPPA (CPC, QPA, QKC, or QKA), CEBS, TGPC, or other professional designation preferred
• Ideal candidate will have experience with FIS Relius, ASC DGEM, or FT Williams systems.

Responsibilities

• Creates plan documents and conducts a complete, section-by-section review of prospective plan documents, including, but not limited to, adoption agreements and plan amendments to ensure compatibility with standard preapproved documents and client offerings
• Identify potential operational, administrative, and systems issues, validate available capabilities, or identify areas where support may be restricted
• Collaborates with plan sponsors and institutional clients to provide new or existing clients with interpretations of plan provisions
• Ensures the accurate preparation and completion of plan documents as directed by plan sponsors
• Offer pre-sale and post-sale support to sales representatives, internal business partners, and institutional clients.
• Assess the suitability of prospective plans and ensure they meet all ERISA qualification requirements

Benefits

• Hybrid Work Model & Business Casual Dress Code, including jeans
• Generous 401(k) Matching Program, Tuition & Professional Development Reimbursement Opportunities
• Flexible Personal & Vacation Time Off, Sick Leave Policy, Paid Company Holidays
• Medical, Dental, Vision, Life Insurance, Short & Long-Term Disability, Global Employee Assistance, Parental Leave, and more
• Discounts on fitness memberships, cell provider, childcare, travel, and more!

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed
• Number of Employees: 1-10 employees