401K Define Contribution Money Out Process

4 days ago

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

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Job Domain: 401K Retirement Money Out Process

Experience Level: 2-8 Years

Shift : Rotational including night shifts

Location: Work from Office

Job Summary: We are seeking an experienced Senior Financial Associate to join our Retirement Services team, with a focus on 401K, Defined Contributions. The ideal candidate will have a strong background in the retirement industry, with proven expertise in handling Money-Out. This role requires someone who can work independently and collaboratively with cross-functional teams, while managing key deliverables and ensuring accurate management reporting.

Key Responsibilities:

  • Should have expertise in handling Money-out Process (Lumpsum, RMD, In-service Withdrawals, Direct Transfer, Charitable) Rollovers Form 5500 Filing

Qualifications and Skills:

  • Industry Knowledge: Strong understanding of 401K, Defined Contributions, Pension claims, US Pension Retirement accounts.
  • Technical Skills: Proficiency in MS Office Suite, with hands-on experience in retirement claims management and reconciliation.
  • Communication: Excellent verbal and written communication skills, with the ability to engage and build relationships with business partners across regions.
  • Shift Flexibility: Ability to work in shifts and extend hours as per business requirements.

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