Senior Recordkeeper – DC Retirement & Death Claims

Voya Financial, Inc.; Bridgeport (CT); On-site; USD 45,000 - 75,000; Full time

Benefits offered by this job

Health, dental, vision and life保险

401(k) Savings plan with company match

Voya Retirement Plan – employer paid 4

Tuition reimbursement up to $5,250 per

Paid time off – 20 days + holidays

Paid volunteer time — 40 hours/year

Job summary

Voya Financial, Inc. in Bridgeport, CT is seeking a Lead Recordkeeper with extensive defined contribution retirement plan experience to support complex client accounts during sensitive life events.

You will handle death claim processing, beneficiary maintenance, and data loads, ensuring accuracy and compliance. The role requires strong retirement plan knowledge, attention to detail, and the ability to navigate complex account situations while delivering timely service to clients and

Qualifications

• Bachelor's degree required.
• 6+ years of defined contribution retirement plan client service experience.
• Working knowledge of defined contribution retirement plans and SECURE Act provisions.
• Proficiency in Task Manager, OMNI, or similar recordkeeping and workflow systems.
• Strong written and verbal communication skills.
• Demonstrated ability to manage multiple priorities in a fast-paced environment.
• Strong analytical, organizational, and problem-solving skills.
• Ability to interpret plan provisions, beneficiary designations, and regulatory requirements.
• Experience resolving complex client service and administrative issues.

Responsibilities

• Review and analyze death claim notifications to ensure requests are received in good order.
• Research participant account activity, including prior death claims, beneficiary maintenance forms, and QDRO activity.
• Establish and maintain appropriate death claim identifiers and records.
• Review participant accounts for previous distributions, loans, installments, QDROs, and other account activity, handling each according to established procedures.
• Utilize internal systems and available resources to identify and validate beneficiary information on file.
• Process death claims in accordance with plan provisions, beneficiary hierarchies, and applicable regulations.
• Prepare and distribute condolence correspondence when appropriate.
• Respond to client and beneficiary inquiries regarding account activity, death claim status, and related plan information.
• Partner with internal and external contacts to resolve client administrative and service-related issues.
• Ensure all transactions are processed in accordance with company policies, client requirements, and regulatory guidelines.
• Maintain established department productivity, quality, and accuracy standards.
• Process retirement plan transactions including contributions, loans, withdrawals, earnings allocations, and data loads as necessary.
• Reconcile trust accounting and recordkeeping systems at the plan level, including adjustment analysis, balancing activities, and reconciliation reporting.
• Prepare and produce client-facing reports, valuation reports, participant statements, investment performance reports, and required tax and compliance documentation.
• Participate in client meetings and conference calls as needed.
• Maintain effective relationships with trustees and clients while supporting discussions regarding plan design, trust reconciliation, payroll consultation, and related services.
• Collaborate effectively within a team environment while managing multiple priorities and deadlines.
• Train, coach, and mentor less experienced team members and provide input into performance evaluations.
• Perform other duties as assigned.

Skills

Communication skills

Analytical skills

Multitasking

Problem solving

Teamwork

Education

Bachelor's degree

Tools

Task Manager

OMNI

Job description

Voya Financial, Inc. in Bridgeport, CT is seeking a Lead Recordkeeper with extensive defined contribution retirement plan experience to support complex client accounts during sensitive life events.

You will handle death claim processing, beneficiary maintenance, and data loads, ensuring accuracy and compliance. The role requires strong retirement plan knowledge, attention to detail, and the ability to navigate complex account situations while delivering timely service to clients and