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Retirement Plan Conversion Data Analyst

2 months ago

Quincy, United States SS&C Technologies Full time

SS&C is a global provider of investment and financial services and software for the financial services and healthcare industries. Named to Fortune 1000 list as top U.S. company based on revenue, SS&C is headquartered in Windsor, Connecticut and has 20,000+ employees in over 90 offices in 35 countries. Some 18,000 financial services and healthcare organizations, from the world's largest institutions to local firms, manage and account for their investments using SS&C's products and services.

Job Description

Title: Retirement Plan Conversion Analyst

Location: Hybrid-Kansas City, MO metro area or Quincy, MA metro area ONLY

Get To Know The Team:

The Conversion Data Analyst coordinates the installation and conversion of complex systems. They review initial applications and adoption agreements for new plans to ensure the accuracy of data and system requirements. The analyst manipulates plan data to discover useful information for stakeholders and supports Plan Sponsors, Third-Party Administrators, Brokers/Agents, and internal groups.

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: Unlimited 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
  • Diversity & Inclusion: Committed to Being an Organization that Welcomes, Celebrates, and Thrives on Diversity
  • 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
What You Will Get To Do:
  • Independently coordinate all system aspects of Plan installations and conversions. Reviews initial applications / Adoption Agreement for new Plans for installed or converted.
  • Ensures all data and systems requirements, such as Plan format setups and data downloads, executed accurately. Collaborate with others as needed to define requirements for mapping complex layouts on large Plans from various providers/recordkeeping systems.
  • Handles Money Market, Mapped, Retirement Date, and complex dual strategy conversions and product moves. Plays a lead role in converting mid and large-market plans.
  • Releases full service and plan direct conversions and applies logic to ensure redemptions, trade dates, and bypass flags are accurately processed. Handles money market, RDF and complex mapped conversions.
  • Handles maintenance and updating the master spreadsheet for MVA (Market Value Adjustment) calculations on annuity product de-conversions.
  • Coordinates with plan sponsors, prior record keepers, and third-party administrators to arrange fund purchases, ultimately ensuring correct allocations to the individual participant accounts.
  • Partner with NSCC, trading services, operations, adjustments, open items, and control teams to resolve outstanding issues efficiently and meet deadlines. Coordinate communication and resolution with RPAMs, Plan Design, Reporting and Testing, and Relationship Teams.
The Impact You Will Make:
  • Bachelor's degree or equivalent combination of formal education and work experience.
  • 3-5 years' defined contribution Plan administration or conversion experience required.
  • Proficient knowledge of qualified retirement plans and an understanding of plan setup and maintenance as applicable to daily plan administration.
  • General knowledge of IRS and SEC regulations.
  • Strong knowledge of MS Word and Excel required.
  • Strong numbers aptitude, including a high level of accuracy and attention to detail.
  • Ability to gather and analyze facts, evaluate plan needs, and develop creative solutions.
  • Demonstrate organizational skills, and the ability to set goals and prioritize tasks in a fast-paced environment.
  • Excellent Communication skills required (verbal and written).
  • Superior client-centric is essential.
  • Able to work in the local office 6 days per month.


Thank you for your interest in SS&C To further explore this opportunity, please apply through our careers page on the corporate website at www.ssctech.com/careers.

#LI-JS-Hybrid

Unless explicitly requested or approached by SS&C Technologies, Inc. or any of its affiliated companies, the company will not accept unsolicited resumes from headhunters, recruitment agencies, or fee-based recruitment services. SS&C offers excellent benefits including health, dental, 401k plan, tuition and professional development reimbursement plan. SS&C Technologies is an Equal Employment Opportunity employer and does not discriminate against any applicant for employment or employee on the basis of race, color, religious creed, gender, age, marital status, sexual orientation, national origin, disability, veteran status or any other classification protected by applicable discrimination laws.

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