Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance.

Within

Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them.

Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself.

Job Summary: The primary responsibility of the Plan Change Team is fulfilling complex plan change requests initiated by clients. This process deals with plan level activity where teams make changes in the system for plans that are live. The team handles adding money types/investments, setting up disbursement rules, updating vesting, eligibility, and other financial transactions.

Perform research and validate plan setup and changes made to plans. Along with it, make sure that the team adheres to timelines and remains flexible to changes in requirements from clients.

Primary Duties and Responsibilities:

- Responsible for the support and processing of plan level changes as directed by clients and internal stakeholders.
- Communicate results and discrepancies, including missing, incomplete, or unclear information or requests to the appropriate individuals for problem solving and clarification.
- Strong attention to detail.
- Accurately complete assigned Service Requests with service standards.
- Perform research and validate plan level changes made to plans.
- Handle complex task types with an eye to detail while making changes in the system.




- Delegate inquiries to the appropriate unit for timely resolution.
- Work independently with minimal dependency on seniors.
- Ability to multitask and utilize dual monitors to work in multiple operating systems or vendor sites simultaneously.
- Adhere to the standard operations deadlines.
- Ability to handle fast-paced order processing environment, repetitive duties, and ability to embrace change positively.
- Compose routine written correspondence and conduct research into problems and inquiries.
- Flexible and willing to work U.S. shift hours and rotational shifts based on business requirements.

Background and Qualifications:

- Bachelor's degree, preferably in a business-related field.
- 1.5+ years of financial services experience.
- Minimum of 1 year of experience in any domain, preferably in Retirement Services.
- Excellent time management.
- Excellent verbal and written communication.
- Prior experience and understanding of various IRS codes: 401(k), 401(a), 403(b), 457, etc.
- Understanding of retirement plan rules and IRS codes preferred.
- Ability to facilitate the research and resolution of problems.
- Strong attention to detail skills required.

Flexible working in US shift and rotational shifts based on business requirements.

We are an equal chance employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age, race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.

Locations Primary location: Bengaluru, Karnataka

📌 Specialist Plan Changes (India)
🏢 Empower
📍 India