Retirement Planning

7 hours ago

Chennai, Tamil Nadu, India Mphasis Full time ₹ 9,00,000 - ₹ 12,00,000 per year

Experience : 2+ Years

Notice Period : Immediate joiner to 30 days

Location : DLF IT Park, Chennai

Shift Timings : U.S Shift timings (6:30 PM to 3:30 AM )

Job Description :

Mandatory 12 months of Retirement Services expertise along with knowledge in one or more of following:

  1. Defined Benefits Operations (E.g. - Benefits calculations, Benefits Review), Benefits Calculation for Retirement, Termination, Disability, Death, Divorce, Proficiency in MS Excel, and experience in performing manual calculations.
  2. ERISA Compliance - US Retirement Plan Testing & Reporting experience. Form 5500 responses to auditor questions

    a) Preparing responses to external auditor questions on the data provided to them in the plan's year end trust statement and supplemental reports.
  3. Money In and Loans

    a) Must have experience in handling money in & Loan related activities, i.e., Check processing, contribution, loan initiation, Loan repayments , Reamortization etc.

  4. Disbursements: Distributions/Disbursements such as Hardship withdrawals, QDRO, RMD, In-service distributions, loans or experience in processing 401K contribution, loan repayments etc.

  5. Industry certifications (ASPPA RPF) will be added advantage

  6. Data Entry & Quantitative Decision Making
  7. Regularly displays the concepts of teamwork, accountability, and prioritization.
  8. Makes decisions within guidelines, balancing risk, and service needs, seeking assistance from manager as necessary
  9. Understanding of business rules
  10. Understanding task requirements
  11. Handling tasks and providing resolution within TAT
  12. Staying current with knowledge of products/ processes & services
  13. offered by the client
  14. Ensure full adherence to all the quality parameters.
  15. Ensure 100% adherence to schedule.
  16. Meet & exceed defined targets

Interested Candidates with relevant experience please share your updated resume to or Call Vignesh

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