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Retirement Plan Specialist

SS&C Technologies

in Rockland ME / Quincy MA / Dublin OH / Kansas City MO / DC / KS

Logo for SS&C Technologies

We seeking 16 Retirement Plan Specialist - Work locations are Kansas City, MO, Quincy, MA, Rockland, ME, Dublin, OH and Washington DC .

Role Overview

Leverage your retirement services credentials and knowledge as a Plan Design Specialist as a part of a Special Project. The Plan Design Specialist provides pre-sales support to sales representatives, internal and institutional clients. This role evaluates the suitability of prospective plans, works with Plan to determine plan provisions for creating new documents, and provides ongoing support to internal and institutional clients. This is an opportunity to further your career by joining a growing organization and a leading service provider in the financial services industry.


  • Conversion Plans - Conducts a section-by-section, complete review of prospective plan documents to include adoption agreements, plan amendments, Summary Plan Description (SPD), plan valuations, past discrimination tests, Form 5500 filings, and participates in plan design calls if appropriate.
  • Start-up Plans - Prepares detailed plan review summaries identifying actual and potential compliance issues. Identifies missing items and comments on plan provisions that comply and avoid violating Federal regulations. 
  • Also, prepares Plan document and Summary Plan Description (SPD) for start-up plans.
  • Works with Plan and institutional clients to provide an interpretation of plan provisions.
  • Reviews plan documents in terms of operational, administrative, and systems aspects. Validates available capabilities or identifies areas where TRAC support may be restricted.
  • Completes adoption agreements; prepares Summary Plan Descriptions (SPD), board resolutions, and other documentation with high quality and timeliness as required.
  • Coordinates execution of the adoption agreement and board resolution.
  • As needed, consults with the Legal Department to review existing or converted plans, Summary Plan Descriptions (SPD), service agreements, plan amendments, and other documents to ensure compatibility with our standard prototypes.
  • Researches and analyzes general or Plan document specific compliance issues for internal and institutional clients.
  • Generates plan amendments as requested. These include modifications to the prototype plan as required by changes in the law, impacting administrative procedures.
  • Assists Plan Administration teams to ensure those procedure manuals current.
  • Participates in conference calls and meetings with institutional clients and plan sponsors.
  • Completes all work timely and within corporate standards/quality.
  • Provides coverage to all clients as needed.
  • Completes special projects as assigned.
  • Provides status reports to management and institutional clients on pending and completed work.
  • Stay informed of all legislative changes affecting retirement plans through self-study, internal training classes, and conferences.


  • Must have a thorough understanding of Employee Retirement Income Security Act (ERISA), Department of Labor (DOL), Internal Revenue Service (IRS) regulations.
  • Plan design and document language experience
  • TRAC & AWD
  • Relius and other related systems as required
  • Reliable PC navigational skills (Word, Excel, etc.)
  • Strong communications skills. Ability to communicate concisely and effectively both verbally and written. Ability to prepare detailed plan reviews and discuss the workflow with internal and external parties.
  • Analytical/Problem Solving Skills. Ability to analyze, evaluate issues, and guide actual and potential problems. Must display keen attention to details.
  • Organizational, time management, and project management skills. Ability to manage massive and dynamic caseload and time pressures. Generally conducts multiple plan evaluations simultaneously.
  • A Bachelor’s degree or equivalent combination of education and work experience is required. 
  • 3-5 years’ experience in plan administration, including plan document and compliance review experience recommended.

How to Apply

Submit resume to or apply online:

Apply Now

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