Hiring for Senior Associate / Specialist, Retirement Services (Money-In & Money-Out) || Bangalore | | Immediate Joiners || 2+ Years Experience || 2 Way Cab ||

We are looking for a qualified with experience in Retirement Servicesfocused on Money-In & Money-Out (MIMO), Corrections, and Tax Reportingto support U.S. retirement plan operations (401k, IRA, etc.).

Key Responsibilities

Process Money-In & Money-Out transactions (contributions, withdrawals, loans, rollovers).

Need 25 years in Retirement Services / Defined Contribution Operations

Handle corrections, adjustments, and transactional reconciliations.

Support tax reporting activities (1099-R, 5498, 1042-S).

Ensure compliance with IRS/DOL/ERISA guidelines.

Work closely with internal teams to resolve discrepancies.

Strong knowledge of taxability,



penalties, RMD rules, hardships, QDRO, and ERISA guidelines

Understanding of retirement markets: 401(k), 403(b), 457, IRA, LOSAP, governmental/top-hat plans.

Requirements

2+ years in Retirement Services, BPO, recordkeeping, brokerage, or plan administration.

Strong understanding of U.S. retirement plans and tax forms.

Excellent analytical & communication skills.

Exposure to BPO, recordkeeping, brokerage, or plan administration environments

Immediate joiners preferred.

Intrested Candidates can drop their Cv to HR Bhavana - (phone hidden)

📌 Hiring For US Retirement Money I n / Out || 5.5 Lpa || Bangalore || (Bengaluru)
🏢 AXIS SERVICES
📍 Bengaluru