The Opportunity
Defined Perks Operations (E.g. - Advantages calculations, Benefits Review), Perks 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

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