Ss&c
financial services
PlanTerminationSpecialist
Neural analysis suggests this role is
optimal for Entry candidates.
“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
Full Job Description
As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology. **_Job Description_** **Job Title:** Plan Termination Specialist **Locations:** Braintree, MA, or Kansas City, MO (Hybrid) **About the Role** SS&C Retirement Solutions is a market-leading provider of technology, retirement recordkeeping and outsourcing solutions. As the third-largest provider of retirement services, we have over 250 institutional clients that use our platforms and services to participate in the defined contribution, IRA, and retirement income markets. SS&C Retirement Solutions aspires to be the partner of choice for the industry’s leading retirement plan providers by offering tailored solutions that help drive providers’ vision, reinforce their value proposition, and support their strategic goals. The Plan Services group is responsible for multiple tasks pertaining to abandoned plans and plan terminations. The Plan Termination Specialist coordinates activities and manages relationships with all Plan stakeholders as well as the Department of Labor (DOL). Specialists maintain a project plan and document each task with target dates, highlighting significant milestones, and monitoring the timeline to avoid risk; while managing client and/or plan sponsor expectations. Specialists coordinate the liquidation of participant assets once a plan is declared abandoned by the DOL, works with the Escheatment area when necessary, and updates plan settings when the plan termination is complete. **Why Join SS &C ** SS&C combines proprietary technology with deep industry expertise to support complex financial and health care operations. Our teams design, implement, and operate solutions that help clients manage data, auto
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