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Retirement Plan Design Specialist

2 months ago


Kansas City, Missouri, United States SS&C Full time

About the Role

We are seeking a highly skilled Retirement Plan Design Specialist to join our team at SS&C. As a key member of our Plan Design Team, you will be responsible for providing consultative services for qualified retirement plans, including pre-sale support, post-sale support, document design, amendments, restatements, and regulatory changes.

Key Responsibilities

  • Plan Design and Strategy
    • Customized Plans: Create personalized retirement plans that align with clients' unique needs and goals.
    • Investment Options: Discuss various investment options available within retirement plans, such as stocks, bonds, mutual funds, and ETFs.
    • Tax Efficiency: Explain strategies to maximize tax efficiency within retirement plans.
  • Regulatory Compliance
    • ERISA Guidelines: Outline the importance of adhering to the Employee Retirement Income Security Act (ERISA) guidelines.
    • Fiduciary Responsibility: Discuss the fiduciary duties and responsibilities involved in managing retirement plans.
  • Plan Implementation and Management
    • Plan Setup: Describe the steps involved in setting up a retirement plan, including documentation and regulatory filings.
    • Ongoing Management: Highlight the importance of regular plan reviews and adjustments to ensure they remain aligned with clients' goals.
    • Employee Education: Stress the need for educating employees about their retirement plan options and benefits.
  • Communication and Support
    • Client Communication: Emphasize the importance of clear and consistent communication with clients.
    • Support Services: Discuss the various support services available to clients, such as financial planning tools and resources.

Requirements

  • Education: Bachelor's degree and 2 years of work-related experience, or Master's degree or 4 years equivalent work-related experience.
  • Knowledge: Employee Retirement Income Security Act (ERISA), Department of Labor (DOL), Internal Revenue Service (IRS) regulations.
  • Skills: Strong communications skills, analytical/problem-solving skills, organizational/time management/project management skills.

What We Offer

  • Benefits: Excellent benefits, including health, dental, 401(k) plan, tuition and professional development reimbursement plan.
  • Culture: Committed to being an organization that welcomes, celebrates, and thrives on diversity.