Senior DC Retirement Plan Recordkeeper

Voya Financial, Inc.; Boston, Northern (MA, KY); Hybrid; USD 4.300 - 54.000; Vollzeit

Benefits dieser Stelle

Health insurance

401(k) Savings plan

Retirement plan (cash balance)

Zusammenfassung

Voya Financial, Inc. Sr. Recordkeeper role provides service and administrative support to larger and more complex defined contribution plan clients.

You will process transactions, resolve inquiries, reconcile plan balances, and ensure accurate administration of retirement plan services. The position requires a bachelor's degree and 3+ years of recordkeeping experience, strong Excel/Word skills, and the ability to manage multiple priorities in a fast-paced environment.

Qualifikationen

• Bachelor's degree required.
• 3+ years of recordkeeping experience supporting defined contribution retirement plans.
• Strong PC skills, including proficiency in Microsoft Excel and Microsoft Word.
• Proven mathematical and calculation aptitude.
• Excellent written and verbal communication skills.
• Ability to manage multiple priorities in a fast-paced environment.
• Knowledge of applicable IRS and Department of Labor (DOL) regulations related to defined contribution plans.
• Experience performing trust reconciliation and plan-level balancing (preferred).

Aufgaben

• Respond to client requests for information and provide exceptional service support.
• Resolve administrative and service-related issues in a timely and professional manner.
• Process plan valuation transactions, including withdrawals, required minimum distributions (RMDs), and termination distributions.
• Reconcile trust accounting and recordkeeping systems at the plan level.
• Reconcile plan balances to trust balances through daily balancing, adjustment analysis, reconciliation reporting, and transaction-level analysis as needed.
• Format, prepare, and distribute reports to clients and internal stakeholders.
• Participate in client meetings and conference calls, as appropriate.
• Maintain and strengthen trustee and client relationships.
• Discuss plan design considerations, trust reconciliation matters, and available service solutions with clients and stakeholders.

Kenntnisse

Microsoft Excel

Microsoft Word

Written and verbal communication

Mathematical aptitude

Multitasking

IRS regulations

DOL regulations

Ausbildung

Bachelor's degree

Jobbeschreibung

Voya Financial, Inc. Sr. Recordkeeper role provides service and administrative support to larger and more complex defined contribution plan clients.

You will process transactions, resolve inquiries, reconcile plan balances, and ensure accurate administration of retirement plan services. The position requires a bachelor's degree and 3+ years of recordkeeping experience, strong Excel/Word skills, and the ability to manage multiple priorities in a fast-paced environment.