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Lead Associate, Retirement Services

2 months ago

Dallas, Texas, United States Genpact Full time

We are seeking a knowledgeable professional with substantial expertise in retirement services, benefits administration, and related fields.

Key Responsibilities

In this position, you will oversee all functions associated with retirement services and benefits, which generally encompass:

  • Exhibit a comprehensive understanding of various retirement plans such as 401(k), 403(b), and 457, while remaining informed about pertinent regulations impacting the retirement sector.
  • Address participant inquiries through various communication channels regarding their retirement plans, including details about the plans, investment alternatives, contributions, distributions, and rollovers.
  • Support participants with account management, beneficiary modifications, and enrollment in plans. Ensure that all transactions adhere to plan stipulations and regulatory standards.
  • Provide participants with insights into plan features, advantages, and investment choices. Assist them in interpreting their statements and understanding the implications of their investment decisions.
  • Identify and resolve participant concerns promptly and efficiently. Escalate intricate cases to senior team members or supervisors when necessary.
  • Assist plan sponsors in managing their retirement plans, including tasks such as contribution calculations, non-standard trading, participant financial activities, and other intricate record-keeping responsibilities.
  • Ensure compliance of retirement plans with all regulatory mandates, including IRS regulations, ERISA guidelines, and plan documentation.
  • Respond to participant inquiries regarding contribution limits, eligibility criteria, and resources for retirement planning.
  • Support investment management tasks, such as fund transfers, rebalancing, and executing investment modifications.
  • Engage with plan participants and other stakeholders to address inquiries, resolve issues, and provide necessary updates.
  • Foster positive relationships with clients and ensure high satisfaction levels with the services provided.

Preferred Qualifications

  • Flexibility and adaptability to changing priorities.
  • Proficiency in retirement plan record-keeping systems and Microsoft Office Suite.
  • Strong knowledge of retirement plans, IRS regulations, and ERISA standards.
  • Expertise in Microsoft Office, particularly Excel.
  • Understanding of Quality Lean/Process Improvement methodologies.
  • Ability to perform under pressure in a fast-paced environment.
  • Desire for continuous learning and strong analytical skills.
  • Proactive mindset with creative problem-solving abilities.
  • Cultural sensitivity in a diverse and international workplace.

Genpact is an Equal Opportunity Employer and considers applicants for all positions without regard to race, color, religion or belief, sex, age, national origin, citizenship status, marital status, military/veteran status, genetic information, sexual orientation, gender identity, physical or mental disability or any other characteristic protected by applicable laws. Genpact is dedicated to fostering a dynamic work environment that values diversity and inclusion, respect and integrity, customer focus, and innovation.