Overall >2.5 years of financial services operations expertise.

Mandatory 12 months of Retirement Services expertise along with knowledge in one or more of following:
Defined Benefits Operations (E.g. - Advantages calculations, Advantages Review), Advantages Calculation for Retirement, Termination, Disability, Death, Divorce, Proficiency in MS Excel, and experience in performing manual calculations.
ERISA Compliance - US Retirement Plan Testing & Reporting experience. Form 5500 responses to auditor questions
a) Preparing responses to external auditor questions on the data provided to them in the plan's year end trust statement and supplemental reports.
Money In and Loans
a) Must have experience in handling money in & Loan related activities, i.e., Check processing, contribution, loan initiation, Loan repayments , Reamortization etc.
Disbursements: Distributions/Disbursements such as Hardship withdrawals, QDRO, RMD,



In-service distributions, loans or experience in processing 401K contribution, loan repayments etc.
Industry certifications (ASPPA RPF) will be added advantage
Data Entry & Quantitative Decision Making
Regularly displays the concepts of teamwork, accountability, and prioritization.
Makes decisions within guidelines, balancing risk, and service needs, seeking assistance from manager as necessary
Understanding of business rules
Understanding task requirements
Handling tasks and providing resolution within TAT
Staying current with knowledge of products/ processes & services offered by the client
Ensure full adherence to all the quality parameters.
Ensure 100% adherence to schedule.
Meet & exceed defined targets

📌 Retirement Planning Specialist Pune
🏢 Mphasis
📍 Pune