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JD for Retirement Senior Position
Working as part of the Consulting team, you will take part in engagements related to a wide range of topics. Some examples of domains in which you will support our clients include the following:
- Defined Benefits Operations (E.g. - Benefits calculations, Benefits Review), Advantages Calculation for Retirement, Termination, Disability, Death, Divorce.
- ERISA Compliance - US Retirement Plan Testing (ADP & ACP Testing, Corrective Distribution) & Reporting experience.
- Money in and Loans -Must have experience in handling money in & Loan related activities, i.e. Check processing, contribution, loan initiation, Loan repayments, re-amortization etc.
- Deep understanding of in-plan guaranteed income products such as annuities embedded within defined contribution plans (e.g., target date funds with income guarantees).




- Experience in designing or evaluating protected retirement solutions through insurance-wrapped investment vehicles.
- Exposure to recordkeeping platform enhancements to support in-plan income features, including income projection tools, guarantee tracking, and participant-level income illustrations.
- Disbursements: Distributions/Disbursements such as Hardship withdrawals, QDRO, RMD, In-service distributions, loans or experience in processing 401K contribution, loan repayments etc.
- Understanding of business rules of Payout, Qualified/Non-Qualified Plans, Roth Conversion, Roth IRA, Fiduciaries, Defined contribution, Defined Benefits/Pension
- Exposure to Pension Benefit Guaranty Corporation (PBGC) study and Public Pensions
- Understanding of plan administration, group and account setup, eligibility
- Understanding of Vesting rules and Investment management
- Experience supporting or leading PM

📌 FS-RC-BT INS-Group Benefit and retirement_Senior (Pune City)
🏢 EY
📍 Pune City