Ss&c
financial services
PlanTerminationSpecialist
“Plan Termination Specialist at Ss&c. Skills: Plan Termination, Abandoned Plans, Project Management. coordinate activities and manage relationships with all Plan stakeholders as well as the Department of Labor (DOL). maintain a project plan and document each task with target dates, highlighting significant milestones, and monitoring the timeline to avoid while managing client and/or plan sponsor expectations”
Industry & Context.
Research, analytical and problem resolution skills
What They're Looking For.
Must Have
2-5 years of experience in financial services or similar environment, 1-2 years project management, Able to work in the local office 4-6 days per month
Nice to Have
Knowledge of retirement plan industry
What You'll Do.
coordinate activities and manage relationships with all Plan stakeholders as well as the Department of Labor (DOL)
maintain a project plan and document each task with target dates
highlighting significant milestones
and monitoring the timeline to avoid while managing client and/or plan sponsor expectations
coordinate the liquidation of participant assets once a plan is declared abandoned by the DOL
works with the Escheatment area when necessary
updates plan settings when the plan termination is complete
Lead small projects to ensure terminated and abandoned plans are properly closed
Document Plan Termination and Abandoned Plan project requirements
and other critical information to be shared with relevant business units
Establish effective communications and change management activities for plan sponsors
How You'll Work.
Team & Collaboration
Work collaboratively with management and internal teams to scope projects and schedule tasks; Provide premier service to retirement plan institutional clients as well as plan sponsors, advisors, and TPAs
Communication Scope
Excellent verbal and written communication skills
Process & Methodology
Demonstrated project management experience, project management
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