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Associate – Qualified Plan

  • Job
    Full-time
    Junior Level
  • Accounting & Tax
    Banking & Finance
  • Hyderabad

AI generated summary

  • You need a high school diploma and at least 1 year of related experience.
  • You will manage retirement plans, handle compliance, respond to inquiries, oversee transactions, maintain records, produce policies, and support daily operations under moderate supervision.

Requirements

  • Minimally requires a high school degree and 1 year of related experience.

Responsibilities

  • Offers third-party retirement plan administrative and consultative services for plan sponsors, participants, broker/dealers, and/or external third-party administrators.
  • Establishes, maintains, and manages retirement plans, produces policies and procedures for third-party administration, prepares filings, and ensures accurate and timely IRS reporting and recordkeeping.
  • Performs and oversees day-to-day retirement plan administration (e.g., plan design, plan amendments, transactions, inquiries, education, problem resolution, compliance testing, auditing, research, correspondence, analysis, administrative software upkeep, auditor coordination, conversions).
  • Intermediate level support representative working on semi-routine tasks to support operations.
  • Applies developed knowledge and job skills, and follows defined company policies and procedures to complete tasks.
  • Understands when to deviate from standard practice.
  • Requires moderate supervision on daily work and detailed instructions on new tasks.

FAQs

What are the primary responsibilities of an Associate – Qualified Plan?

The primary responsibilities include providing third-party retirement plan administrative and consultative services, managing retirement plans, producing policies and procedures for third-party administration, preparing filings, and ensuring accurate IRS reporting and recordkeeping.

What qualifications are required for this position?

Minimally, a high school degree and 1 year of related experience are required.

Is previous experience in retirement plan administration necessary?

While it is not explicitly required, having related experience is beneficial, as the role involves overseeing day-to-day retirement plan administration tasks.

What levels of supervision can be expected in this role?

Moderate supervision is expected on daily work, along with detailed instructions on new tasks.

Does SS&C offer benefits for this position?

Yes, SS&C offers excellent benefits including health, dental, a 401k plan, and tuition and professional development reimbursement.

Is this position in-person or remote?

The job description does not specify a remote or in-person requirement, but it is common for similar roles to support hybrid work arrangements.

What type of work environment can be expected at SS&C?

SS&C provides a collaborative work environment as a global provider of investment and financial services, with over 20,000 employees across multiple countries.

How does SS&C prioritize diversity and inclusion in hiring?

SS&C is an Equal Employment Opportunity employer that does not discriminate based on race, color, religious creed, gender, age, marital status, sexual orientation, national origin, disability, veteran status, or any other classification protected by discrimination laws.

What is the level of tasks performed by an Associate – Qualified Plan?

The role involves performing semi-routine tasks to support operations and requires developed knowledge and job skills to complete tasks while following defined company policies and procedures.

Technology
Industry
10,001+
Employees

Mission & Purpose

SS&C is a leading global provider of mission-critical, cloud-based software and solutions for the financial and healthcare industries. Named to the Fortune 1000 list as a top U.S. company based on revenue, SS&C (NASDAQ: SSNC) is a trusted provider to more than 20,000 financial services and healthcare companies, with over 25,000 employees and operations in more than 40 countries. Built upon a foundation of expertise, innovation and excellent customer service, SS&C powers some of the largest financial and healthcare firms in the world.