Retirement Plan Sr. Reporting & Testing Analyst

The speed of technology. The influx of data. Shifting regulations. Increased customer expectations.

That's where you'll find SS&C, helping clients find opportunity in ever-changing and complex customer, business, and regulatory requirements. Mastering complexity is a constantly changing and evolving challenge – one that only a few people can embrace and thrive upon.

If you see your opportunity in complexity, then we are the right fit for you.

Job Description:

Title: Sr. Retirement Plan Reporting & Testing

Location: Remote – US Only

Get To Know The Team: Responsible for compliance testing and reporting on larger and more complex plans.  Completes year-end and mid-year non-discrimination testing for clients as required by the Internal Revenue Service (IRS) to ensure compliance.  Prepares all IRS & DOL (EBSA) required reports.  Assists with reviewing prior compliance testing results and fillings of sales prospects for potential compliance related issues and makes recommendations.  Performs quality control (QC) for the team.

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:

• Performs ADP/ACP, 415, Top Heavy, and Coverage Testing on all types of plans to ensure non-discrimination in a timely manner with exceptional quality.
• Interprets and explains test results; communicates with internal groups and external clients as necessary.
• Prepares Form 5500 and related schedules for all plans in a timely manner with exceptional quality.
• Performs Quality Control (QC) function for the team.
• Keeps abreast of Federal legislation affecting defined contribution plans.  Provides consultation and advice regarding reporting and testing matters to Defined Contributions management, client relationship staff and clients directly.
• Assists Plan Design team with reviewing prior compliance testing results and Form 5500 filings of sales prospects for potential compliance related issues and makes recommendations.
• Provides guidance and training to less-experienced testing analysts.
• Participates in the review and development of new testing and administrative procedures.

The Impact You Will Make:

• Bachelor’s degree or equivalent combination of education and work experience
• 3-5 years of retirement services compliance testing experience
• Full knowledge of Employee Retirement Income Security Act (ERISA) regulations affecting defined contribution plans, including compliance testing and required Form 5500 filings.
• Systems knowledge such as; TRAC, AWD, Databases, and overall PC skills.
• Analytical skills are required in order to evaluate and interpret plan design and procedures. Must be able to review numerous plans and legal specifications to ensure compliance.
• Problem-solving skills. Ability to anticipate problems and recommend solutions.
• Ability to communicate clearly and effectively, both verbally and in writing in order to explain complex compliance issues. Ability to make presentations and address client audiences in a confident and persuasive manner.
• Planning and organization skills are critical in order to keep track of numerous plans and their respective compliance deadlines.

California, New York, & Jersey City, NJ:

• Salary Range for Position is expected between $90,000 and $110,000.  The successful candidate may be eligible or an annual discretionary incentive compensation award.

Colorado & Washington:

• Salary range for the Position is expected between $90,000 and $110,000.  The successful candidate may be eligible for an annual discretionary incentive compensation award.
  • Benefits: SS&C offers the following benefits for this position, subject to applicable eligibility requirements:

• Medical/Dental/Vision/Life Insurance
• 11 Paid holidays and Unlimited Paid Time Off subject to business needs and approval.
• 401(k) plan and contribu