Retirement Plan Account Plan Manager

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 Account Administrator

Location: Braintree, MA - Hybrid

Get To Know The Team:

The Retirement Solutions Group is looking for a dedicated and experienced Retirement Plan Account (Administrator) Manager to join our rapidly growing team. The ideal candidate will be responsible for managing and servicing retirement plan accounts, ensuring client satisfaction, and complying with regulatory requirements. Building strong rapport with plan sponsors and brokers with complex and sensitive plan issues. This role requires strong analytical skills, excellent communication abilities, and a deep understanding of retirement plan products and services.

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:

• Respond to plan sponsors' requests for information on a variety of issues, including on-going requests for plan amendments. This includes consultative services.
• Obtain all necessary information, determine feasibility of requests, and submits requests to individual specialists for action.
• Interface with management and internal support groups in order to research issues and coordinate responses to plan sponsors. This includes conducting trend analysis of issues, response times, and other valuable statistics.
• Develop and recommend improvements to workflows and procedures in order to increase efficiency and client satisfaction.
• Assist in the collection, review and preparation of client information used for compliance testing and filings.
• Communicate with Compliance Testing and Reporting specialists regarding testing and 5500 results or issues and is responsible for final review of each plan sponsor's compliance package.
  Promote customer satisfaction through proactive and effective service delivery, and ensure prompt and effective response to all plan sponsor inquiries.

The Impact You Will Make:

• Bachelor's degree and 2 years of work-related experience, or a Master's degree and 1 year of work-related experience, or 4 years equivalent work-related experience
• 3-5 years of defined contribution plan administration/ management experience, with a strong background in customer service/relationship management required.
• Advanced knowledge of Microsoft Office Applications; specifically Excel and PowerPoint. Advanced knowledge of Employee Retirement Income Security Act (ERISA), Department of Labor (DOL), and Internal Revenue Service (IRS) regulatory issues highly desired.
• Strong understanding of TPA, Plan Sponsor, broker, and participant roles and responsibilities in qualified plans, as well as understanding of testing and plan documents.
• Able to work hybrid in local office 6 days per month . (Office location Braintree, MA)

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

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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.