SS&C is a global provider of investment and financial services and software for the financial services and healthcare industries. Named to Fortune 1000 list as top U.S. company based on revenue, SS&C is headquartered in Windsor, Connecticut and has 20,000+ employees in over 90 offices in 35 countries. Some 18,000 financial services and healthcare organizations, from the world's largest institutions to local firms, manage and account for their investments using SS&C's products and services.

Job Description

Title: Retirement Plan Design Specialist

Location: Hybrid

Get To Know The Team: The Plan Design Specialist provides comprehensive support throughout the pre-sale and post-sale phases to sales representatives, internal business partners, and institutional clients. This role involves evaluating the suitability of prospective plans, ensuring compliance with ERISA qualification requirements, and recommending alternative designs when appropriate. The specialist collaborates with clients to establish provisions for new documents and develops design illustrations and hypothetical calculations.

This role is ideal for a proactive individual with a strong understanding of plan design and a commitment to providing exceptional client support.

Why You’ll Love It At SS&C!

Flexibility: Hybrid Work Model & Business Casual Dress Code, including jeans
Your Future: Generous 401(k) Matching Program, Tuition & Professional Development Reimbursement Opportunities.
Work/Life Balance: Unlimited Personal & Vacation Time Off, Sick Leave Policy, Paid Company Holidays
Your Well-being: Medical, Dental, Vision, Life Insurance, Short & Long-Term Disability, Global Employee Assistance, Parental Leave, and more
Diversity & Inclusion: Committed to Being an Organization that Welcomes, Celebrates, and Thrives on Diversity
Training: Hands-On and Customized by your Team, including Technical and E-Learning Resources
Extra Perks: Discounts on fitness memberships, cell provider, childcare, travel, and more!

What You Will Get To Do:

Offer pre-sale and post-sale support to sales representatives, internal business partners, and institutional clients.
Assess the suitability of prospective plans and ensure they meet all ERISA qualification requirements.
Recommend alternative plan designs as needed.
Collaborate with clients to determine provisions for new documents.
Develop design illustrations and hypothetical calculations.
Provide ongoing support, including drafting adoption agreements, amendments, and responding to plan document interpretation inquiries.

The Impact You Will Make:

Bachelors and 2 years of work-related experience, or Master’s degree or 4 years equivalent work-related experience.
Employee Retirement Income Security Act (ERISA), Department of Labor (DOL), Internal Revenue Service (IRS) regulations.
Plan design and document language.
TRAC, AWD, Relius, or FT Williams systems experience
Strong communications skills. Ability to communicate clearly, concisely and effectively both verbally and in writing in order to prepare detailed plan reviews and discuss workflow with internal and external parties.
Analytical/Problem Solving Skills. Ability to analyze, evaluate issues and provide guidance regarding actual and potential problems. Must display keen attention to details.
Organizational, time management and project management skills. Ability to manage heavy and dynamic caseload and time pressures. Generally, conducts multiple plan evaluations simultaneously.
Able to work in the local office 6 days per month – REQUIRED

Thank you for your interest in SS&C! To further explore this opportunity, please apply through our careers page on the corporate website at www.ssctech.com/careers.

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Unless explicitly requested or approached by SS&C Technologies, Inc. or any of its affiliated companies, the company will not accept unsolicited resumes from headhunters, recruitment agencies, or fee-based recruitment services. SS&C offers excellent benefits including health, dental, 401k plan, tuition and professional development reimbursement plan. SS&C Technologies is an Equal Employment Opportunity employer and does not discriminate against any applicant for employment or employee on the basis of race, color, religious creed, gender, age, marital status, sexual orientation, national origin, disability, veteran status or any other classification protected by applicable discrimination laws.