Retirement Plan Acct Administrator - PA2025PLANADMIN-R-005

SS&C Technologies; South Carolina; Hybrid; USD 60,000 - 80,000; Full time

Job summary

A leading financial services company is seeking a Retirement Plan Account Administrator. This role involves managing and servicing retirement accounts, ensuring compliance with regulatory requirements, and enhancing client satisfaction. The ideal candidate will have a strong background in relationship management and a minimum of 2 years of relevant experience. The company offers a hybrid work model, professional development opportunities, and a wide range of employee benefits.

Benefits

401k Matching Program

Flexible Personal/Vacation Time Off

Medical, Dental, Vision

Discounts on fitness clubs and travel

Qualifications

• 2+ years of retirement plan administration experience or 4 years equivalent experience.
• 3-5 years of defined contribution plan administration experience.
• Strong understanding of TPA, Plan Sponsor, and broker roles.

Responsibilities

• Respond to plan sponsors’ requests for information on issues.
• Coordinate responses to plan sponsors, conducting trend analysis.
• Recommend improvements to workflows and processes.

Skills

Customer service/relationship management

Knowledge of ERISA

Advanced Microsoft Excel

Advanced Microsoft PowerPoint

Education

Bachelor’s degree

Master’s degree

Job description

Overview

Retirement Plan Account Administrator (PA2025PLANADMIN-R-005) at SS&C Technologies. Location: Remote – Texas, Arizona, Florida, Georgia, Illinois, Kansas, Massachusetts, Maryland, Minnesota, North Carolina, Tennessee, South Carolina, Connecticut, New York, and Ohio.

As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. The Retirement Solutions Group provides a full suite of solutions for core recordkeeping to help firms master complexities across the retirement lifecycle from accumulation to drawdown. 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, and will build strong rapport with plan sponsors and brokers with complex and sensitive plan issues.

Responsibilities

• Respond to plan sponsors’ requests for information on a variety of issues, including ongoing requests for plan amendments. This includes consultative services.
• Obtain all necessary information, determine feasibility of requests, and submit requests to individual specialists for action.
• Interface with management and internal support groups 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 to increase efficiency and client satisfaction.
• Assist in the collection, review and preparation of client information used for compliance testing and filings.
• Promote customer satisfaction through proactive and effective service delivery and ensure prompt and effective response to all plan sponsor inquiries.

Qualifications

• 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 ERISA, DOL, and 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.

Benefits

• Flexibility: Hybrid Work Model and Business Casual Dress Code, including jeans
• Your Future: 401k Matching Program, Professional Development Reimbursement
• Work/Life Balance: Flexible Personal/Vacation Time Off, Sick Leave, Paid Holidays
• Your Wellbeing: Medical, Dental, Vision, Employee Assistance Program, Parental Leave
• Wide Ranging Perspectives: Committed to Celebrating to Varity of Backgrounds, Talents and Experience of Our Employees.
• Training: Hands-On, Team-Customized, including SS&C University
• Extra Perks: Discounts on fitness clubs, travel and more!

Application Information

Please apply directly with us through our Careers page on our corporate website at www.ssctech.com/careers.

Equal Employment Opportunity

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.