Retirement Plan Termination Specialist

Found in: Talent US C2 - 1 week ago

Pompton Lakes, United States SS&C Technologies Holdings Full time
Job Description

Title: Retirement Plan Services Group – Retirement Plan Termination Specialist

Location:  Remote

Get To Know the Team

SS&C Retirement Solutions is a market-leading provider of technology, retirement recordkeeping and outsourcing solutions. As the third-largest provider of retirement services, we have over 250 institutional clients that use our platforms and services to participate in the defined contribution, IRA, and retirement income markets. SS&C Retirement Solutions aspires to be the partner of choice for the industry’s leading retirement plan providers by offering tailored solutions that help drive providers’ vision, reinforce their value proposition, and support their strategic goals.

The Retirement Plan Services group is responsible for multiple tasks pertaining to abandoned retirement plans and plan terminations.  The Plan Termination Specialist coordinates activities and manages relationships with all retirement plan stakeholders as well as the Department of Labor (DOL).  Specialists maintain a project plan and document each task with target dates, highlighting significant milestones, and monitoring the timeline to avoid risk; while managing client and/or plan sponsor expectations. Specialists coordinate the liquidation of participant assets once a plan is declared abandoned by the DOL, works with the Escheatment area when necessary, and updates plan settings when the plan termination is complete.

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:

  • Lead small projects to ensure terminated and abandoned retirement plans are properly closed
  • Work collaboratively with management and internal teams to scope projects and schedule tasks
  • Provide premier service to retirement plan institutional clients as well as plan sponsors, advisors, and TPAs
  • Document Plan Termination and Abandoned Plan project requirements, notes, and other critical information to be shared with relevant business units
  • Establish effective communications and change management activities for plan sponsors

What You Will Bring:

  • Bachelor’s degree or 2-5 years of experience in financial services or similar environment (insurance, banking, estate settlement) and 1-2 years project management
  • Knowledge of retirement plan industry is preferred
  • Excellent verbal and written communication skills
  • Research, analytical and problem resolution skills
  • Demonstrated project management experience
  • Strong attention to detail with the ability to organize, plan, and prioritize to meet deadlines.

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