The Opportunity
- Defined Benefits Operations (E.g. - Advantages calculations, Benefits Review), Benefits 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 PMO functions for large-scale retirement transformation programs, including project planning, milestone tracking, risk management, and stakeholder reporting.
- Proven ability to coordinate across business, technology, and vendor teams, ensuring alignment with project timelines, scope, and quality standards in retirement platform implementations or upgrades.
- Responsible for decision-making, optimizing processes, resource management, and overseei

📌 RC FS (Noida)
🏢 EY
📍 Noida